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Mid Atlantic Teams With VMS
Clients of Vertical Management Systems can now access investment products and tools from Mid Atlantic Trust Company.
Tag: Recordkeeping
Law Firm Files Four More Lawsuits Against University 403(b) Plans
This is the second lawsuit filed against Columbia University this week.
What the 403(b) Excessive Fee Lawsuits Do Not Consider
Attorneys point out distinctions between 403(b)s and 401(k)s, and lessons 403(b) plan sponsors can learn from recent lawsuits.
Columbia University Target of ERISA Excessive Fee Suit
The lawsuit claims the university’s 403(b) plans’ investment options were imprudent and expensive.
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Retirement Loan Eraser Improves Retirement Outcomes
The solution pays off retirement plan loans for participants who face circumstances beyond their control.
Retirement Industry People Moves
Multnomah Group and Hyas Group hire consultants; TIAA acquires EverBank; and Northwest Plan Services acquires recordkeeper.
Duke University Employees Sue Over 403(b) Plan
The suit calls out the traditional 403(b) plan model of offering multiple funds, including individual annuities, and using multiple recordkeepers.
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TRAC Platform Enrollment Simplified by DST Systems
A major obstacle to enrollment, according to DST Systems, is the perception that the process could be intimidating and time...
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Empower Offers Guide for Checking Recordkeeper Security
The guide includes questions to be asked of a recordkeeper.
Ameritas to Acquire Guardian 401(k) Business
At the close of the transaction, the retirement plans division of Ameritas will have assets under administration in excess of...
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Why Aren’t There More ETFs in Retirement Plans?
From an attribute standpoint, Bob Ward, chief revenue officer for Vertical Management Systems, says ETFs make “all the sense in...
(b)lines Ask the Experts – Must Participant Loans Be Paid Upon Termination?
“Our recordkeeper insists that the final loan regulations require repayment of the loan upon termination of employment, but I have...
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J.P. Morgan Enhances Retirement Link Offering
The recordkeeping solution has been extended to more retirement plans in the small market.
Retirement Plan Excessive Fee Suits Move Down Market
A Minnesota collision shop is being sued regarding its 114-participant 401(k) plan.
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SPARK to Establish Data Security Standards for Recordkeepers
The newly established Data Security Oversight Board will collaborate to establish uniform criteria for recordkeepers and certify those who meet...
Communications Key to Increasing Recordkeeper Trust
Retirement plan participants’ trust and overall satisfaction with recordkeepers fell from 2015 to 2016, a study suggests.
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Paychex, LPL Partner to Provide Small Market Platform
The new platform helps minimize investment fiduciary risk and increases efficiency for retirement plan sponsors and advisers who work in...
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KTRADE Adopts iJoin’s Enrollment, Education Tools
In addition to its mobile enrollment experience, iJoin offers simple education and messaging to engage participants.
Retirement Industry People Moves
Arnerich Massena announces new CFO; Pentegra Retirement Services names regional director for upper Midwest territory; GW&K adds taxable bond portfolio...
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Folio/KTRADE Partner to Offer Enhanced Plan Design
The partnership will give DC plan sponsors and their advisers a better way to avoid conflicts of interest, manage plan...