Tag: Rollover Platforms

Through a partnership with Inspira, a provider of private-labeled IRA solutions, Wealth Management Systems, Inc (WMSI) will expand its product offering to include private-labeled IRA Solutions.

A federal district court recently denied class certification in a lawsuit relating to the rollover of funds from 401(k) plans nationwide for which Principal Life Insurance Company provided...

A research report indicates that banks are capturing an increased share of retirement plan rollover assets from affluent investors.

BrightScope said its new Personal 401k Fee Report product allows 401(k) plan participants to figure out what they pay in fees.

eRollover, which describes itself as a destination for retirement planning, education and analysis, has named Tim Harrington as the company’s first Chairman and Chief Executive Officer. 

A new partnership aims to help plan sponsors, their advisers, and third-party administrators to “easily manage the accounts of terminated participants, keep their savings invested in retirement, and...

RolloverSystems, Inc. (RSI), a provider of rollover services, will now offer additional, elective service to NRP Financial, Inc. (NRPF) advisers to assist in opening IRA brokerage accounts.

When it comes to employee benefit plans, there’s a new sheriff in town. 

PenChecks is offering a new service to help sponsors carry out mandatory distributions into an IRA.

New York Life Retirement Plan Services is rolling out a new way to attract 401(k) participant assets.

RPG Consultants and PenChecks Inc. have announced an alliance which enables retirement plan sponsors to distribute assets on behalf of participants who cannot be located.

RolloverSystems, Inc. (RSI) has launched several moves to provide enhanced rollover asset retention solutions and participant retirement readiness tools to plan sponsors, institutional providers, third party administrators (TPAs),...

To help plan sponsors address the challenges of missing participants, Keane Retirement Services has entered into a strategic partnership with automatic rollover provider Millennium Trust Company.

Keane Retirement Services announced it is partnering with rollover provider Wealth Management Systems Inc. (WMSI) to offer an automated service for plan terminations and missing participant resolution.