Tag: recordkeepers

Experts note the importance of participant education and reviewing insurance held by vendors.

Morningstar research examining a sample of shareholder proposals showed Vanguard opposed almost three-quarters of resolutions linked to environment, social and...

Plan sponsors have driven plan participation in the last 15 years to a record high in 2022, Vanguard reports.  

Mercer names Somers as investment director; new chief commercial officer at Alight Inc.; Voya selects leader for Midwest wealth solutions...

The CEO will stay at Great-West Lifeco with part of his focus on the firm's ongoing relationship with Franklin Templeton...

The lawsuit seeks to recover retirement plan losses due to alleged mismanagement of CoreLogic’s 401(k) retirement plan.  

Employers in disparate principal businesses approach RFPs versus RFIs differently, as plan sponsors perform searches for employee benefit providers

Vestwell will bring its digital recordkeeping platform to JP Morgan's 401(k) product for small businesses. 

Rugel joins MassMutual as head of operations; BNP Paribas promotes José Placido to CEO and Jean-Yves Fillion to vice chairman;...

The Retirement Clearinghouse, focused on the portability of retirement savings, continues to expand.

The Standard entered into the definitive agreement to grow its geographical footprint.

The Portability Services Network seeks help mitigate cash-out leakage and accelerate the nationwide adoption of auto-portability.

The firm offers a recordkeeping product that combines the Vestwell platform with the services of third-party administrator partners.

The research highlights ways sponsors of multiple retirement plans can benefit from working with just one provider.

Using cost-effective digital platforms, a new generation of retirement plan providers strives to offer big-plan service to sponsors of small...

Indemnification clauses in service provider contracts, PEPs and 3(16) administrators can reduce plan sponsors’ fiduciary burden, but none offer complete...

A new generation of fintech providers is coming to market as the number of state-run plans is growing, giving small...

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...