Tag: Recordkeeping

Vanguard says the partnership will offer enhanced services and features to 403(b) plan participants and sponsors.

As part of its expansion efforts, Ascensus has named a new president and pledged to continue its rapid pace of...

DiMeo Schneider will be a 3(38) fiduciary investment manager for the program.

Discussing a new Wells Fargo tool, the Outcome Optimizer, the firm’s director of relationship management suggests granting plan sponsors a...

In order to preserve capital and protect participants from longevity risk, plan sponsors intend to put a bigger emphasis on...

The desire to reduce fees is the top reason DC plan sponsors cite for contemplating changes in investment managers and...

One adviser explains that if a plan has $1 million in assets, even a single basis point reduction in fees...

A lawsuit claims MFS used its 401(k) plans “as an opportunity to promote MFS’s mutual fund business and maximize profits...

Individual annuity contracts and a large plan investment lineup are targets in the Brown University lawsuit, just as they are...

The strongly worded complaint says the plan fiduciaries “utterly abdicated their fiduciary duties to act prudently and loyally” by turning...

The lawsuit claims plan participants paid excessive investment and recordkeeping fees and alleges the plan’s loan program violated ERISA prohibited...

Kravitz will keep its focus on cash balance plans, with Dan Kravitz maintaining a senior leadership role.

A federal judge found plaintiffs failed to correct deficiencies in their original complaint, and a new claim of conflicts-of-interest was...

Most of the M&A action will center on “the good number of regional banks, regional insurance companies and other entities...

Josh Itzoe from Greenspring Wealth Management says FeeMetri(k)s' goal is to make retirement plan sponsors fee experts in five minutes.

The university is accused of not negotiating a better price for recordkeeping and retaining high cost, underperforming investments, among other...

Fidelity announced it will allow wider third-party access to Portfolio Advisory Service at Work, a managed account offering that delivers...

Two providers have introduced retirement plan health measurement tools with different approaches.

Claims moving forward regard excessive fees by using four recordkeepers and excessive fees by offering too many funds in the...

The solution is an open architecture investment program with intuitive technology that allows for ease of set-up and ongoing management...