Browsing Tag
401(k) Recordkeeping
47 posts
Empower Doubles Customer Base and AUM Since 2020
Recordkeeper reports AUM increased 17% to $1.5 trillion as of the end of 2023
Benchmark Survey on Recordkeeping Fees for Large DC Plans Debuts
Encore Fiduciary (formerly Euclid Fiduciary) says survey will help plan sponsors combat inaccuracies of many excessive fee lawsuits
2023 Small 401(k) Plan Sales at Empower Top $10 Billion
Alongside record organic growth in new plan sales, recordkeeper reports significant growth within its advisor managed account business
Vestwell Announces J.P. Morgan Partnership Among New Collaborations
The digital 401(k) recordkeeper will work on growing J.P. Morgan’s recordkeeping side and help with Chase’s small business 401(k) platform
Vestwell Rolls Out ‘Significant Upgrades’ to Recordkeeping Platform
New York-based fintech says it has scaled its technology platform to five times greater efficiency than legacy platforms
The Standard Closes Deal to Acquire Securian’s Recordkeeping Biz
Business will operate under The Standard brand and include Securian Financial’s retirement solutions employees, management, client relationships and distribution networks
Vestwell Launches Recordkeeping Product, Portal for 401k TPAs
Fully unbundled platform Vestwell Flex and TPA Portal intend to enable outside retirement plan servicers to vastly scale their client business
Recordkeeper Breaks Six-Figure Mark for 401k Plans Served
Paychex reveals this week it administers plans for 103,595 401k clients as of April 2022
Vestwell Sets Sights on BNY Mellon’s 529, State Savings Division
The cloud-based recordkeeper is aiming to increase savings participation with acquisition and expand its workplace platform offerings
The Standard Rolls Out ‘Accelerate’ for Small Retirement Plans
New 401k recordkeeping solution designed for 401k plans with up to $2 million in assets