Tag: Outsourcing

Increasing plan complexity and fiduciary liability continue to steer employers toward this growing trend.

The business process provider is transferring to HealthEquity more than $2 billion of assets held in its BenefitWallet Health Savings...

Principal Asset Management appointed a CIO and global head of equities and Mercer named a leader for its US outsourced...

Today’s recordkeepers, advisers and plan sponsors all view outsourcing as part and parcel of a retirement plan’s day-to-day operations.

In a report, the firm aims to challenge five myths about using OCIOs.

Milestone Group’s pControl will initially administer the automated allocation of daily cash flows and rebalancing of complex portfolios for SEI’s...

However, researchers identified an investment strategy that could have been used by investors in-house that would have resulted in similar...

Many committees do not have the expertise to select investments and should use outside help, SEI says.

More and more institutions, including those with greater than $1 billion in trust assets to invest, have embraced full-discretion OCIO...

Nearly 85% of pension plans paying PBGC premiums have less than 1,000 participants—so it only makes sense that small plans...

Instead of establishing an individual retirement account at a financial institution for each missing participant account, more plans would have...

As part of the enhancements, the Fiduciary Assure program provides retirement plan sponsors and advisers digital access to critical reporting...

Many defined benefit plan sponsors are seeking the support of an outsourced chief investment officer to help with time-sensitive asset-allocation...

The new 401(k) platform is designed to increase productivity in plan administration, while enhancing compliance by reducing the room for...

The Small Market Solution also features enrollment in Worksite Financial Solutions.

While it is not illegal to administer retirement plans in-house, a lawsuit filed by the Labor Department in 2015 alleged...

A new strategic partnership including Vertical Management Systems, Envestnet and United Retirement Plan Consultants will help deliver flexible fiduciary 3(21)...

Arnerich Massena announces new CFO; Pentegra Retirement Services names regional director for upper Midwest territory; GW&K adds taxable bond portfolio...