Browsing Tag
401(k) Recordkeeping
46 posts
4 Notable Themes from the LeafHouse National Retirement Symposium
LeafHouse leader Todd Kading and the LNRS lineup of speakers had plenty of sage advice for attendees at the event, centered on the need to be bold and disrupt the status quo
Tips for Recordkeepers to Stay Competitive in a Changing Market
Accenture's latest report offers strategies for recordkeepers wanting to stay relevant in changing landscape
TIAA, Accenture Team Up to Enhance Recordkeeping Capabilities
Accenture will support TIAA’s recordkeeping operations through automation and enhanced processes, while TIAA will keep full responsibility for its retirement plans
SEC Fines 26 Firms Nearly $400 Million for Recordkeeping Failures
Fines levied for “widespread and longstanding failures” in regard to maintaining and preserving electronic communications
Another Quarter of Record Earnings at Empower
Recordkeeper’s earnings of $236M in Q2 2024 represents 19% year-over-year growth
SPARK Institute and Vanguard to Host SECURE 2.0 Workshop
The event will focus on fostering collaborations between 401(k) recordkeepers and payroll providers to enact SECURE 2.0 mandates
Ascensus Acquires 401(k) Recordkeeping Biz from Mutual of Omaha
Deal involves more than 2,300 retirement plans, 65,000 participants and more than $3.9 billion in AUA
Vanguard CEO Buckley Retiring By End of Year
Chief Investment Officer Greg Davis appointed President in expanded role, effective immediately
Latest 401k Averages Book Broadens Scope on Advisor Pay, Recordkeeping Admin
Reader feedback leads to the enhancements in 24th Edition of plan fee benchmarking tool, released today
Empower Doubles Customer Base and AUM Since 2020
Recordkeeper reports AUM increased 17% to $1.5 trillion as of the end of 2023