EPIC Announces New President
November 5, 2010 (PLANSPONSOR.com) – EPIC Advisors, a Rochester, New York-based defined contribution recordkeeper, announced that Robert F. Judd is...
Tag: Recordkeeping
Putnam Adds to DC Team
October 29, 2010 (PLANSPONSOR.com) - Putnam Investments has named three executives to senior roles on to its defined contribution team,...
BofA Merrill Lynch Revamps Business Retirement Solutions Team
October 14, 2010 (PLANSPONSOR.com) - Rich Linton, the recently appointed head of Business Retirement Solutions at Bank of America (BofA)...
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Putnam Enhances Disclosures to Plan Participants
Putnam Investments is introducing a fee module on its plan participant Web site that it says will offer transparent and...
Prudential Clarifies Key Account Structure
George Castineiras, senior vice president of Client Relations and Business Development for Prudential Retirement spoke to PLANSPONSOR to clarify details...
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Lincoln Announces Retirement Plan Recordkeeping Platform Upgrade
October 5, 2010 (PLANSPONSOR.com) - Lincoln Financial has contracted with DST Retirement Solutions, a provider of retirement plan recordkeeping software,...
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Cardinal Pension Group Picks PenChecks
September 20, 2010 (PLANSPONSOR.com) - PenChecks, Inc. has announced that it will handle all of the 1099R...
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CPI Adds Delaware Investments Funds to Platform
September 15, 2010 (PLANSPONSOR.com) - CPI Qualified Plan Consultants, Inc., a third-party recordkeeping and administration company, announced that the Delaware...
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Benefit Consultants Extends RK Reach
September 13, 2010 (PLANSPONSOR.com) - Warren, Averett, Kimbrough & Marino, LLC, which describes itself as Alabama's largest...
Benefits |
MassMutual Participants Hang Tight in Q2
August 31, 2010 (PLANSPONSOR.com) - MassMutual's Retirement Services Division has released data for the second quarter, but...
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DailyAccess to Offer ETFs
August 4, 2010 (PLANSPONSOR.com) - Through a strategic alliance with Mid Atlantic Financial Platforms, Inc. (MAFP), DailyAccess Corporation is now...
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SPARK Institute Unveils Data Standards for Retirement Income
July 26, 2010 (PLANSPONSOR.com) – As new retirement income solutions continue to come to market, an industry...
BREAKING NEWS: DoL Issues New Rules on Fee Disclosure
July 15, 2010 (PLANSPONSOR.com) – After months of anticipation, the Department of Labor has finally released its...
BofA Merrill Lynch Adds Two to Retirement Team
July 8, 2010 (PLANSPONSOR.com) - Bank of America Merrill Lynch has expanded its Retirement & Philanthropic Services (RPS) group with...
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NRP Offers Access to ADP ACCESS
June 29, 2010 (PLANSPONSOR.com) - ADP has announced that National Retirement Partners (NRP) has approved the marketing...
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Payden Funds Added to CPI Platform
June 25, 2010 (PLANSPONSOR.com) - CPI, a third-party recordkeeping and administration company, has added the Payden family...
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Folio Institutional Adds RPG Consultants as RK
June 23, 2010 (PLANSPONSOR.com) - RPG Consultants has become a new third-party administrator option for Folio Institutional’s financial adviser clients.
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Alabama-Based RK Opening Florida Branch
June 21, 2010 (PLANSPONSOR.com) - Employee Fiduciary Corporation, a 401(k) recordkeeper and third-party administrator, announced it is opening a branch...
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TPA Uses Brightscope Data for Plan Benchmarking
May 28, 2010 (PLANSPONSOR.com) – A New York-based third party administrator is offering a new level of benchmarking...
Mission Compatibility Moves Unitarians Toward a New Recordkeeper
May 24, 2010 (PLANSPONSOR.com) - The Unitarian Universalist Association has decided to dump its incumbent recordkeeper for...