Tag: Recordkeeping

Principal’s incoming CEO discusses the trend of recordkeeper consolidation, helping small and midsize employers offer retirement plans, and her thoughts...

The industry will see further consolidation, with winners innovating for advisers and participant services, according to the head of the...

TIAA will maintain all plan assets and relationships, while Accenture leverages technology and expertise to enhance the digital experience for...

Dave Guilmette will take the position as the recordkeeper emphasizes its employee benefits business.

A lawsuit against the Pennsylvania-based company has alleged the plan’s recordkeeper fees were higher –than average and that the plan...

A federal judge in Kentucky ruled in favor of the Humana Retirement Savings Plan with a summary judgment and dismissed...

Purchase will bring in-house Mutual of Omaha's 401(k) business, to which it had provided outsourced services for years. 

Principal promotes Branham to national retirement investment director; Spouting Rock hires chief client officer; Natixis bolsters retirement product sales; and...

Workers from Generation Z say the cohort experiences higher financial stress than other generations, affecting their job performance, according to...

The plan provider aims to gain greater market share of retirement 401(k) plans and has debuted a starter product for...

The 10th Circuit has joined several other circuit courts in holding that a ‘meaningful benchmark’ must apply to 401(k) participant...

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

AT&T has filed for additional time to request a rehearing. 

The Fidelity small cap enhanced index fund was included in nearly 100 defined contribution plans, according to Form 5500 filings....

Employers are reluctant to incorporate annuities in-plan because they don’t feel the best options have come to market yet.

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

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

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

The new CEO arrives from American Century Investments to replace Sue Reibel, who retired at the end of 2022.

Insurance industry veteran Jessica Krpan was hired to the new role to grow the Standard’s retirement offerings in the U.S.