WMSI to Offer Private-Label IRAs
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.
Tag: Rollover Platforms
Court Finds Principal not a Fiduciary in 401(k) Rollover Case
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 retirement services.
Banks Capturing More IRA Rollovers from HNW Clients
A research report indicates that banks are capturing an increased share of retirement plan rollover assets from affluent investors.
BrightScope Unveils 401(k) Fee Reports for Participants
BrightScope said its new Personal 401k Fee Report product allows 401(k) plan participants to figure out what they pay in fees.
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.
WMSI, Keane Offer Plan Windup Service
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.
Moving Out
Want to capture rollovers from your retirement plan clients? It may not be as simple as talking to participants
Migrating Money
Capturing rollovers can be made easy with the help of a solutions provider