Tag: Recordkeeping

EBRI has joined the Bipartisan Policy Center in calling for a national, private-sector clearinghouse that could seamlessly handle rollovers from...

The only motion to dismiss by the defendants that the court granted concerned a claim that the 401(k) plan should...

The free tool allows employers to compare the various costs that go into running a 401(k) plan, including fees for...

Betterment for Business’ 401(k) service will soon be available in the ADP Marketplace, described as a “cloud-based app ecosystem for human...

Targeted at small employers, this turnkey solution aims to combine Morgan Stanley’s investment and fiduciary services with the administrative and...

“Do the Experts have a preference between payroll deduction or automatic checking account deductions (ACH) for loan repayments?”

Aon Hewitt says this transaction sharpens its focus on delivering advice and solutions, accelerates innovation on behalf of clients and...

The new solution aims to cut costs and reduce compliance risks by integrating the creation, delivery and management of multimedia...

Cynthia Loh, general manager for Betterment for Business, suggests the firm is committed to competing against the largest and best-established...

Increase in recordkeeper search activity, movement to institutional fund structures, de-emphasizing revenue sharing and adoption of fee policy statements were...

In addition, Corporate Insight found recordkeepers are offering more focus on retirement income projections and overall financial wellness.

They not only help with employee education and plan benchmarking, but they even supply access to ERISA attorneys.

Among the charges is that, prior to 2011, the plan included too many, and duplicative, investment options.

Excessive fees, revenue-sharing, lack of a stable value fund and failing to follow fund selection for participants are among accusations...

Community Bank Systems to Acquire Northeast Retirement Services; IFM Names Development Director; PGIM Names Head of Research for Institutional Advisory...

T. Rowe CIO to Retire; Voya Hires VP of ESG; Morningstar Appoints Two New Leaders in Tech; and more.

An NEPC survey finds 82% of DC plans have re-contracted their recordkeeping fees since 2013.

The plan helps private colleges and universities simplify plan administration, manage fiduciary responsibilities, take advantage of expert plan management, and...

TIAA customers can create a “voiceprint” to securely identify themselves when they call to speak to a representative, transfer funds...

The lawsuit also calls out excessive revenue-sharing and recordkeeping fees.