Tag: Rollover Platforms
Court Finds Principal not a Fiduciary in 401(k) Rollover Case
Banks Capturing More IRA Rollovers from HNW Clients
BrightScope Unveils 401(k) Fee Reports for Participants
eRollover Names First CEO
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.
New Partnership Offers a Solution for Missing Participant Accounts
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 reduce plan costs”.
RolloverSystems Expands NRP Relationship
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.
EBSA Sets Out Carrot, Stick Agenda
When it comes to employee benefit plans, there’s a new sheriff in town.
Firm Offers Mandatory Distribution Service
PenChecks is offering a new service to help sponsors carry out mandatory distributions into an IRA.
New York Life Uses Predictive Modeling to Attract Rollovers
New York Life Retirement Plan Services is rolling out a new way to attract 401(k) participant assets.
PenChecks to Administer Missing Participant Accounts for RPG
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 Introduces Service Enhancements
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), advisers, and participants.
Keane Helps Track Down Missing Participants with Millennium
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.