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PAi Incorporates LPL’s Small Market Solution Into Platform
PAi is using it for offerings for small business 401(k) plans and startups
Tag: recordkeeper
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Mutual of Omaha Eliminates Distribution Fees
It is the latest recordkeeper to waive fees because of the coronavirus pandemic.
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MassMutual Offers CARES Act Provisions to Retirement Plan Clients
Plan sponsors can ‘opt-in’ to offer the provisions to participants.
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OneAmerica Forgives Hardship Withdrawal Fees
The recordkeeper is making the move in response to the CARES Act.
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Securian Removes COVID-19 and Hardship Withdrawal Fees
The firm is also offering free fiduciary and wellness services.
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BPAS, MassPay Synchonize Retirement Plan Data
Their "360 partnership" solution automatically ports information between the plan sponsor, recordkeeper, investment provider and employees.
Newport Group Picks Up Recordkeeping Business of PNC Bank
"This transaction will allow PNC to focus on providing fiduciary investment advice to our retirement clients, which is the core...
Transamerica Requires TPAs for Small Plans, Reflecting Competitive Landscape
Our series of behind-the-scenes articles speaking with new and established retirement plan service providers about their biggest challenges and opportunities...
2017 Was a Good Year for DC Plan Metrics
ICI recordkeeper data shows that in the first nine months of 2017, the amount of participants contributing or taking a...