Deals and People | August 14th, 2015 Retirement Industry People Moves Kravitz opens and staffs a new Chicago office; Chris Barrett joins Stadion as a regional vice president; and James Macey...
Deals and People | August 13th, 2015 Executive Benefits Provider Joins Lion Street Network Pen-Cal has become a Lion Street Owner-Firm.
Deals and People | August 12th, 2015 FIS to Acquire SunGuard The two firms have complementary technology solutions and services, according to an announcement.
Deals and People | August 11th, 2015 Symetra to be Acquired by Japanese Insurer Symetra provides employee benefits, annuities and life insurance.
Products | August 11th, 2015 Transamerica Launches Financial Educators Academy The program enables people to become Certified Financial Education Instructors.
Products | August 6th, 2015 Wells Fargo Will Offer Financial Engines Advisory Services Major retirement plan recordkeeper reaches agreement to deliver independent advisory services via Financial Engines.
Compliance | August 5th, 2015 DOL Publishes Fiduciary Rule Hearing Schedule The Department of Labor has released its agenda for next week’s public hearings to discuss the department’s proposed fiduciary rule...
Administration | August 3rd, 2015 Regulations Are Sponsors’ Primary Concern Reducing plan costs and reevaluating the investment menu trail regulations for top sponsor concerns.
Products | July 29th, 2015 Deloitte and Penbridge Expand Pension Services Partnership The firms announced an “expanded array of defined benefit plan services” after nearly a year and a half of partnership...
Products | July 24th, 2015 Cash Balance Plan Product Seeks Flexibility A cash balance plan offering from Kravitz strives to deliver greater flexibility in the wake of key regulatory changes.
Deals and People | July 24th, 2015 Meiji Yasuda Life Buys The Standard Meiji Yasuda is a prominent group benefit insurance company in Japan.
Products | July 21st, 2015 MassMutual Lets Call Center Reps, Participants Co-Browse The firm wants to make it easier for participants to interact with their retirement plan websites.
Deals and People | July 17th, 2015 Retirement Industry People Moves Deana Calvelli joins Lockton; Brett Dutton comes to PNC Institutional Asset Management; Dave Anders & Associates affiliates with PlanMember Securities...
Administration | July 13th, 2015 Sponsors Should Ask for Indemnification in Provider Contracts Indemnification clauses cover costs when being sued—but don’t eliminate fiduciary responsibilities.
Deals and People | July 10th, 2015 Newport Group Expands BOLI/COLI Business BOLI and COLI are used to recover the costs of supplemental employee health and nonqualified retirement plans.
Deals and People | July 9th, 2015 MassMutual Appoints Pension Buyout Leader MassMutual’s new pension buyout business leader takes on the role during a peak time for risk transfer activity.
Deals and People | July 9th, 2015 DST to Acquire Rollover Provider WMSI WMSI’s suite of services and rollover solutions will be part of DST Retirement Solutions.
Products | June 30th, 2015 Fidelity Offers Fiduciary Services Advisers and sponsors have three investment support providers to choose from.
Deals and People | June 26th, 2015 OneAmerica to Acquire BMO's U.S. Retirement Business The acquisition will increase OneAmerica’s assets under administration by approximately $26 billion.
Products | June 24th, 2015 Paycor Unveils 401(k) Plan Administration Service Cloud-based benefits solutions provider Paycor launched a new support service for 401(k) plans.