Browsing Tag
401(k) Recordkeeping
60 posts
401GO Opens Expansive New Utah Campus Amid Rapid Growth
Fast-growing 401(k) fintech unveils new headquarters six times larger than its previous office as it scales operations, adds employees, and expands advisor partnerships nationwide
Lincoln Financial Sees Strong Growth in Retirement Plan Services
Earnings call reveals sector earnings rose 26% in Q1 thanks to spread expansion, disciplined growth, and modernization efforts driving momentum
Empower Tops 20 Million Investors as Earnings Jump 23%
Recordkeeper reports strong first-quarter growth fueled by rising demand for retirement plans, pooled employer plans, and wealth management services
Smolen to Lead Empower’s Workplace Solutions Unit
Veteran leader will oversee strategy, growth, relationship management and product; Ken Munro appointed EVP and head of the Core & Mid-Market segments
401GO Raises $33 Million in Series B Funding to Expand Advisor and Embedded Partner Ecosystem
Fundraise will allow firm to scale in-house technology to meet growing partner demands
Paychex Launches AI Alerts to Give Advisors Real-Time Participant Insights
Alerts hit when retirement plan participants hit key data or work/life milestones
SS&C to Power $18B in Retirement Services for The Trust Company of Tennessee
Launch of its corporate retirement services on the SS&C retirement recordkeeping platform will expand mobile and modern web experiences for participants
Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren
In this episode of the 401(k) Specialist Podcast, we dive into the complex world of Market Value Adjustments (MVAs)—what they are, when they’re triggered, how they’re calculated, and why they matter.
Capital Group Enhances SMB Retirement Plan Service Capabilities
New advances to RecordkeeperDirect platform underscore firm's focus on helping advisors win small- to mid-size retirement plan business
Employee Fiduciary Redesigns Website
The site aims to provide retirement solutions for small businesses, non-profits, solo-entrepreneurs, and advisors