Tag: Recordkeeping

Products | January 24th, 2012

Alliance Benefit Group Acquires Brown Edwards & Associates

January 24, 2012 (PLANSPONSOR.com) - Alliance Benefit Group Carolinas, Inc., a subsidiary of Pentegra Services, Inc., announced it is acquiring...

Deals and People | January 17th, 2012

BMO Appoints Vice President/Relationship Managers

January 17, 2012 (PLANSPONSOR.COM) - The Taft-Hartley Services team of BMO...

Products | December 12th, 2011

RPG Launches Payroll Division

December 12, 2011 (PLANSPONSOR.com) - RPG Consultants launched a new Payroll division.

Products | November 17th, 2011

CPI Adds Russell Investments to Platform

November 16, 2011 (PLANSPONSOR.com) - CPI Qualified Plan Consultants has added the mutual funds of Russell Investments to its retirement...

Products | September 28th, 2011

BPAS Makes Patent and Software License Agreement with Access Control

September 28, 2011 (PLANSPONSOR.com) - Benefit Plans Administrative Services, Inc. (BPAS) announced it has signed a patent and software licensing...

Compliance | September 15th, 2011

Plan Sponsors Affected By Hurricane Irene Granted Relief

September 15, 2011 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has issued an extension for plan sponsors impacted by Hurricane...

Administration | September 14th, 2011

IRS Issues Guidance on Tax Treatment of Cell Phones; Provides Small Business Recordkeeping Relief

September 14, 2011 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) issued...

Products | September 7th, 2011

SunGard Improves Recordkeeping Census Data Collection

September 7, 2011 (PLANSPONSOR.com) – SunGard has launched a payroll and...

Investing | August 2nd, 2011

Participant Transfers Heat Up Ahead of Federal Debt Agreement

August 2, 2011 (PLANSPONSOR.com) – Whether it was the debt crisis or the markets, participant transfers have...

Deals and People | August 2nd, 2011

BPP Announces New Supervisor to Manage Growth

August 2, 2011 (PLANSPONSOR.com) – Recordkeeping firm Benefit Plans Plus (BPP) has promoted Wes Rommerskirchen to Supervisor.

Deals and People | August 1st, 2011

Ryan Fay Joins BPAS Sales Team

August 1, 2011 (PLANSPONSOR.com) – BPAS, a national provider of retirement plan services, has announced the addition of Ryan Fay...

Products | July 28th, 2011

The Principal Announces Release of EASE Program

July 28, 2011 (PLANSPONSOR.com) – The Principal has announced the launch of a new program that was designed to help...

Products | June 16th, 2011

Dow Jones Indexes Sells ICB Interest

June 16, 2011 (PLANSPONSOR.com) - In a recent press release, global index provider Dow Jones Indexes announced that it has...

Deals and People | June 14th, 2011

Robin Lazarow Joins Diversified

June 14, 2011(PLANSPONSOR.com) - Diversified announced that Robin Lazarow has joined the firm as senior counsel and vice president.

Compliance | June 10th, 2011

ASPPA Offers IRS Ways to Simplify Retirement Plan Filings

June 10, 2011(PLANSPONSOR.com) - The American Society of Pension Professionals and Actuaries (ASPPA) submitted a letter to the Internal Revenue...

Compliance | June 10th, 2011

IRS Outlines Common Mistakes in VCP

June 10, 2011 (PLANSPONSOR.com) - The Internal Revenue Service has a Voluntary Correction Program (VCP) for retirement plan sponsors to...

Products | June 2nd, 2011

Pioneer Investments Partners with Fee Benchmarking Firm

June 2, 2011 (PLANSPONSOR.com) - Pioneer Investments announced it is partnering with Fiduciary Benchmarks, Inc. (FBi), a consulting firm specializing in...

Products | April 25th, 2011

Firm Says New Retirement Plan Analytic Platform Ready for 408(b)(2)

April 25, 2011 (PLANSPONSOR.com) - Castle Rock Innovations, LLC (CRI) has rolled out a servicing platform that...

Products | April 5th, 2011

CPI Adds Westcore Funds to Retirement Plan Platform

April 5, 2011 (PLANSPONSOR.com) - CPI Qualified Plan Consultants, Inc., a third-party recordkeeping and administration company, announced the Westcore Funds...

Products | March 9th, 2011

Wells Fargo Completes Retirement System Conversion

March 9, 2011 (PLANSPONSOR.com) - Wells Fargo’s Institutional Retirement and Trust business has successfully completed all phases of its retirement...