Providers Archives | PLANSPONSOR

Products | May 13th, 2022

New Workplace Savings Accounts Spotlight Need for Emergency Savings

Transamerica is the latest retirement plan services provider to add emergency savings accounts to its stable of solutions, highlighting the...

Products | February 2nd, 2022

Empower Retirement Reveals New, Shorter Name

The company says it wants to help people achieve both short- and long-term financial goals, and the name change from...

Deals and People | July 29th, 2021

T. Rowe Price Names New CEO But Reaffirms Priorities

The firm’s CEO-to-be says the focus will remain on broadening ESG investing capabilities, transforming the retirement plan services business through...

Deals and People | July 26th, 2021

Aon-Willis Towers Watson Merger Proposal Called Off

In a statement, the firms say they have agreed to terminate their business combination agreement and end antitrust litigation filed...

Deals and People | February 25th, 2020

Financial Services Consolidation Continues in 2020

Merger and acquisition activity is quickly reshaping the landscape of retirement plan recordkeeping, asset management and advisory services.

Products | February 10th, 2020

LT Trust Simplifies Fee Schedule, Enhances Service Suite

The low-cost retirement plan provider says its new fee structure is designed to promote understanding and transparency.

Deals and People | November 25th, 2019

Charles Schwab to Acquire TD Ameritrade

The integration of the two firms is expected to take between 18 and 36 months, following the close of the...

Products | August 6th, 2019

PCS, Aspire Combine to Provide Fiduciary Specialist Services

In addition to providing new fiduciary solutions to the combined client base, PCS leadership aims to leverage Aspire’s footprint in...

Deals and People | July 8th, 2019

Lessons Learned From Earlier Recordkeeper Consolidation

Drawing on his experience leading a sizable integration of two recordkeepers, the CEO of John Hancock Retirement Plan Services offers...

Administration | April 9th, 2019

What Plan Sponsors Can Expect from Principal’s Wells Fargo Acquisition

Talking about the decision to acquire the sizable retirement plan business of Wells Fargo, Principal Financial Group’s Renee Schaaf says...

Deals and People | February 8th, 2019

DC Plan Sponsor Clients Wait for Details in BB&T and SunTrust Merger

While the firms are better known for their sizable banking businesses, both BB&T and SunTrust offer DC plan recordkeeping services;...

Deals and People | January 17th, 2019

Bogle’s Death Inspires Reflection on 401(k) Fee Landscape

Jack Bogle set out to prove that mutual funds could operate independently, and do so in a manner that would...

Data and Research | January 14th, 2019

Sponsors and Providers Use Too Much DC Plan Jargon

For example, the increasingly popular industry terminology around “the retirement tier” scored very low among respondents to an Invesco participant...

Data and Research | January 3rd, 2019

Distrust in Finance Institutions Can Dampen Auto-Enrollment Success

Results of a new Pew survey show about four in 10 non-investing individuals who express distrust in their primary financial...

Administration | December 27th, 2018

Progressive Sponsors Will Push Custom Designs, Fee Transparency in 2019

Year-end conversations with recordkeepers suggest plan sponsors are highly focused on improving fee transparency, exploring custom default solutions and strengthening...

Products | November 29th, 2018

Wells Fargo Launches Retirement Income Planning Center

The new online resource is specifically designed to help those older than age 50 with key issues to consider as...

Data and Research | November 14th, 2018

Having a ‘Planning Mindset’ Associated With Positive Retirement Outcomes

Wells Fargo uncovered four specific participant characteristics that correlate with a significantly better financial life.

Data and Research | November 14th, 2018

Fidelity Publishes Global Retirement Guidelines

The new guidelines offer a practical framework to help global and regional employers better understand how much money different workers...

Deals and People | October 12th, 2018

Retirement Industry People Moves

Former regional vice president joins Securian; SageView opens new location; Calvert adds four ESG experts; and more.

Administration | September 4th, 2018

Sponsors’ Unique Objectives Guide Retirement Income Discussions

“There is a lot of value in having conversations about retirement income that are not just product driven,” said Josh...

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