Tag: Custody/Master Trust

The regulator prevailed in motions against a Pennsylvania retirement third-party administrator it alleges stole $5.5 million in retirement plan assets...

The institutional trust and fiduciary business of Evercore's subsidiary Evercore Trust Company will become part of Newport Group.

SSGA launches new ESG strategies, and Millennium Trust expands Fund Custody Solution.

The recent announcement that Betterment is getting into the 401(k) business prompted a review of solutions for the micro plan...

All plan types in the Northern Trust Universe had annual gains of 5% or greater in 2014.

Equities contributed to negative returns in the third quarter for the U.S. Master Trust Universe, says BNY Mellon.

The Wilshire Trust Universe Comparison Service (TUCS) shows performance was down for all plan types in the third quarter.

August 12, 2014 (PLANSPONSOR.com) – Institutional plan sponsors gained almost 4% in the second quarter at the median, nearly doubling...

August 11, 2014 (PLANSPONSOR.com) – The median return of the BNY Mellon U.S. Master Trust Universe was 3.74% for the...

June 16, 2014 (PLANSPONSOR.com) – The Atlanta-based Reliance Financial Corporation has completed its acquisition of Trust Management, Inc. of Fort...

February 19, 2014 (PLANSPONSOR.com) - Jorgen Gustafson has joined the U.S. Bank Institutional Trust and Custody division as a senior...

October 17, 2013 (PLANSPONSOR.com) – Millennium Trust Company will be a recommended custodian for investors and offering groups using the...

October 11, 2013 (PLANSPONSOR.com) – A federal court dismissed a case against a retirement plan custodian related to the custodian’s...

July 24, 2013 (PLANSPONSOR.com) - Chris Underwood has joined the U.S. Bank Institutional Trust and Custody division as a business...

July 16, 2013 (PLANSPONSOR.com) – Reliance Trust Company acquired the trust and asset management business of Grand Bank and Trust of...

May 22, 2013 (PLANSPONSOR.com) – Unified Trust Company hired Andrew Windsor as a retirement investment analyst.

May 14, 2013 (PLANSPONSOR.com) – The median return of the BNY Mellon U.S. Master Trust Universe was 4.53% for the...

May 8, 2013 (PLANSPONSOR.com) - U.S. Bank Institutional Trust and Custody in Denver has named Jon Reiners as vice president...

May 8, 2013 (PLANSPONSOR.com) - U.S. Bank Institutional Trust and Custody in Denver has named Jon Reiners as vice president...

May 7, 2013 (PLANSPONSOR.com) - Double digit U.S. equity returns powered a solid first quarter for all institutional plan types,...