Reenrollment Gets Participants’ Portfolios on Track
It also can result in much lower investment costs for participants, a Vanguard case study shows.
Tag: Recordkeeping
Lawsuit Questions Plan’s Lack of Alternatives to Mutual Funds
The lawsuit filed by Jerome J. Schlichter of Schlichter Bogard & Denton against Chevron Corporation also accuses the firm of...
Products |
Ameritas Launches Net Asset Value Retirement Plan Platform
The retirement plans division of Ameritas Life Insurance Corp. announced the launch of Ameritas GPS, a “fully transparent mutual-fund based...
SEI Says It's Time for a DC Overhaul
More than half of plan sponsors agree that the original purpose and current use of DC plans do not match...
Products |
Plan Sponsors Can Now Access Betterment for Business
Betterment first started plugging for its new Betterment for Business integrated retirement plan offering last year; now the service is...
Products |
Alliance Benefit, Retirement Clearinghouse Partner on Rollovers
Retirement Clearinghouse will guide participants on consolidating accounts.
Plan Provider Faces Excessive Fee Suit
Another class action lawsuit has emerged challenging a retirement plan sponsor for allowing allegedly excessive fees—this one directed at a...
United Retirement Plan Consultants Adds VMS Recordkeeping
VMS' platform allows TPAs to offer integrated solutions.
Voya Financial Adds Large Market Relationship Manager
In her new role at Voya Financial, Mary Witherow takes on responsibility for client satisfaction, retention and growth in the...
Retirement Industry People Moves and Deals
Reeder takes helm at PBGC, and Enhanced Retirement Solutions adopts VMS platform.
DC Plan Universe Looked Way Different in 2005
NEPC partner and researcher looks back at a decade of defined contribution plan evolution, and oh what a difference a...
Recordkeeper/Adviser Partners Key for Plan Success
Two senior retirement industry executives—one from an advisory firm and one from a recordkeeper—discuss how the two types of service...
Private Equity Firms to Acquire Ascensus Inc.
Genstar Capital and Aquiline Capital Partners have agreed to acquire Ascensus Inc. from J.C. Flowers & Co.
Inside Perspective on Transamerica-Mercer Deal
“Scale is a very important part of the economics that drive this business,” says Transamerica's Kent Callahan, telling PLANSPONSOR the...
Transamerica to Take on Mercer DC Recordkeeping Business
Transamerica will become the preferred defined contribution recordkeeping provider for Mercer's total benefit outsourcing and total retirement outsourcing clients.
Products |
401(k) Solutions for Micro Plans
The recent announcement that Betterment is getting into the 401(k) business prompted a review of solutions for the micro plan...
BPAS Names President of Recordkeeping
Paul Neveu will lead all the firm’s defined contribution and VEBA services.
Considerations When Facing a Short Plan Year
A plan-year reset doesn’t have to be a problem for retirement plan sponsors, as long as they plan it carefully.
Products |
Robo-Adviser Offers Integrated Recordkeeping and Advice Platform
Betterment founder and CEO Jon Stein tells PLANSPONSOR Betterment for Business is the only full-service platform providing recordkeeping and advice.
Provider Changes Can Pose Records Retention Issues
Retirement plan sponsors should understand their rights and ability to access past records after a change in recordkeeper or TPA.