PLANSPONSOR Defined Contribution Survey
Each year our sister publication PLANSPONSOR releases a much-anticipated update to its Defined Contribution Survey, acknowledged as one of the leading retirement planning industry snapshots.
Tag: Recordkeeping
Retirement Industry People Moves
New hires and promotions at BlackRock, The Retirement Advantage, ARA and more, and a new director takes the helm of the PBGC.
PANC 2015: Recordkeeper Partners Critical to Success
Two senior retirement industry executives—one from an advisory firm and one from a recordkeeper—discuss how the two types of service providers can work together for better plan sponsor...
401(k) Solutions for Micro Plans
The recent announcement that Betterment is getting into the 401(k) business prompted a review of solutions for the micro plan market.
Retirement Industry People Moves
Promotions, hires and additions at BPAS, Hatteras Funds and Westwood Holdings.
Robo-Adviser Offers Integrated Recordkeeping and Advice Platform
Betterment founder and CEO Jon Stein tells PLANADVISER Betterment for Business is the only full-service platform providing recordkeeping and advice.
Provider Changes Can Pose Records Retention Issues
Retirement plan advisers should help clients understand their rights and ability to access past records after a change in recordkeeper or TPA.
SPARK Issues Guidelines for Integrating Income Options in DC Plans
The SPARK Institute guidelines allow recordkeepers to translate information delivery and decision making supported by all lifetime income product providers to their own systems.
TPA Satisfaction with Retirement Service Providers Drops
There has been an 8% drop in TPA satisfaction with the work of retirement service provider partners since 2014.
Recordkeeping Landscape Has Shifted Significantly
Recordkeeping systems are not as varied as they used to be, but it's still important for plan advisers to help their sponsor clients pick the right provider.
FIS to Acquire SunGuard
The two firms have complementary technology solutions and services, according to an announcement.
SPARK Publishes Updated 403(b) Info Sharing Best Practices
The purpose of the revision is to provide more specificity concerning the data to be shared between providers.
Plans Must Carefully Field ERISA Claims and Settlements
There are few, if any, regulations providing direct guidance on this matter.
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Standout Performance
If, in the annual review meeting, you aren’t highlighting all of the efforts you’ve made throughout the year to improve and...
Transamerica, Benefits Provider Partner on Multiple Employer Plan Service
The two companies will handle all of the plan administration.
The Need for a Better K-12 403(b) Plan Design
Lack of awareness, pressure by vendors that want to maintain the status quo and limited provider choice are hindering K-12 403(b) plan sponsors from consolidating vendors and improving...
ABG Widens Plan Administration Business
Alliance Benefit Group has added The Retirement Plan Company to its national network.
Paycor Unveils 401(k) Plan Administration Service
Cloud-based benefits solutions provider Paycor launched a new support service for 401(k) plans.