Tag: recordkeepers

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.

The firm is also offering plan participants a 90-day trial period of its managed account solution.

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

It enables sponsors to shift their benefits dollars to the retirement plan or to an employee’s student loan servicer.

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 recordkeeper also notes that fee compression is largely driving the ongoing industry consolidation.

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

The partnership with the recordkeeper will focus on the firm’s National Chamber of Commerce Micro Market Solution.

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

John Hancock Retirement has announced that it will waive recordkeeping fees for the first quarter of 2021 for eligible plans...

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

PAi is using it for offerings for small business 401(k) plans and startups