Tag: recordkeepers

OneDigital Complete Retirement Solution is meant to bring institutional-quality services to plan participants working at small businesses.

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

The company says it expects the acquisition to benefit retirement plan participants, and, by leveraging new capabilities from its 2020...

The court also concluded that because Banner Health and its recordkeeper had no prior relationship and their service arrangement was...

Participant experience will continue to be an integral focus, and it will continue to pursue digital solutions, the firm said.

Industry experts discussed how to work with providers to ensure success for your plan.

Aon says its newly revealed plan to sell its U.S. retirement business to Aquiline Partners is in part meant to...

John James, with Vanguard, says the retirement plan industry is ripe for disruption in delivery and personalization.

In addition, OneDigital has acquired the bank’s 401(k) investment advisory business.

One notable feature is that Everyday 401(k) allows small business owners to commence setting up a plan and enroll their...

The firm says the enhanced experience allows clients to quickly and securely enroll in their plans, change contributions, set investment...

Fifth Third’s retirement plan business for its institutional clients will now focus on its core strength of providing independent fiduciary...

The COVID-19 pandemic was a test for provider relationships. Did plan sponsors see their providers as real partners or did...

The firms say that with the acquisition, retirement plan participants will gain the outcome-oriented client focus and deep retirement expertise...

Remaining clients still on the Wells Fargo platform can expect to be transferred to the Principal platform by the end...

Nearly three in 10 participants surveyed were either unaware of whether help was available or perceived that it was not,...

Creative Planning already has a well-established 401(k) offering, but the acquisition will open up its market reach to smaller plans.

The audit allows retirement plan recordkeepers to pinpoint and fix shortcomings within their plan-sponsor-facing digital user experience, according to Corporate...

In support of its motion to dismiss a consolidated lawsuit, Fidelity argues that it is entitled to negotiate and collect...