The Portability Services Network, Explained
The network started by Retirement Clearinghouse has many of the largest recordkeepers signed up to coordinate on retirement plan portability. Here’s how it works.
Retirement Clearinghouse Partners with Fidelity, Vanguard and Alight on Auto-Portability
The Portability Services Network seeks to make it easier for participants to transfer retirement assets when they change plans.
Recordkeeper for Non-ERISA Plans Added to Adviser-Focused Provider Website
Technology provider Benetic brings retirement plan service providers together on one platform to help advisers select the best solution for clients.
Specialist Advisers Say Cybersecurity Practices a Top Factor in Recordkeeper Selection
A Cerulli Associates report finds recordkeepers expect to beef up their cybersecurity staff.
Fidelity Decides to Exit HR/Payroll Business
The decision affects nearly 2,000 existing clients, including retirement plan clients that use a bundled solution.
UK Firm to Launch PEP Recordkeeping Solution in the U.S.
Smart says it supports advisers of all sizes and that its platform also facilitates the use of lifetime income in retirement plans.
Infosys to Assume Operations for Vanguard DC Recordkeeping Business
Vanguard says the partnership enables it to modernize its core recordkeeping platform and move faster on redesigning its participant experience.
Ascensus Gives TPAs Online Resources They Want
There were several areas of interest that TPAs prefer to find quickly, all of which have been enhanced within an updated dashboard navigation toolbar for ease of access.