Tag: recordkeepers

The key factors that differentiate between recordkeepers are changing, which means companies should adjust their requests for proposals accordingly.

Scale and specialization are cited as keys to success, says the research and consulting firm that just partnered with TIAA.

Deal will bring Voya more than $60 billion in AUA and new capabilities including employee stock ownership plans.

Human Interest considering future listing after raising $267 million in latest fundraising. 

Norton is leaving Morningstar, where she held a similar position, for the newly created role at the recordkeeper and wealth...

Former head of BlackRock’s ETF division to take over CEO role at the Pennsylvania firm. 

Paychex plans to fight a New York retirement lawsuit, alleging fiduciary breach in federal court rather than state court.  

Dave Gray has been named executive vice president of enterprise solutions to expand customer offerings.

Using retirement plan data and a mission statement to define and measure success.

A cybersecurity breach affecting thousands of nonqualified compensation accounts is being resolved, but participant accounts remain days away from updates...

Principal, T. Rowe Price, Vanguard and Ascensus note ongoing system issues due to a cybersecurity problem at a US-based division...

Ascensus and its Newport Group-run nonqualified retirement systems have not been able to update participant accounts since November 2.

Alight claims Paula Disberry’s retirement lawsuit “arose out of the unfortunate theft,” of $750,000 in 401(k) assets, not fraud or...

Plaintiff Paula Disberry has requested the court order restoration of her $750,000 in lost assets.

Plan participants working at Amazon subsidiary Whole Foods Market sued in Texas federal court.

Attorneys for the Colgate-Palmolive Employee Relations Committee seek to end the plan sponsor’s involvement in a lawsuit alleging fraudsters stole...

The guide covers the pros and cons of various fee and fee structures.

BlackRock and Human Interest found that the lack of access to a retirement plan is a ‘crucial’ factor to preventing...

Expanding its wealth solutions distribution business, Voya is seeking growth in new markets, including mid-market segments.