Browsing Tag
401(k) Recordkeeping
55 posts
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
TSP Recordkeeper Transition Off to Rocky Start
Long-planned major upgrade to old legacy system stumbles out of the gate with extremely long call center wait times
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
Principal Cracks 10 Million Participants After Wells Fargo Institutional Retirement Integration
Today, Principal Financial Group announced it has completed the integration of the Wells Fargo Institutional Retirement business, which…
401(k) Business Briefs: IPX Retirement, Envestnet, Vestwell
News from around the 401k market featuring a name-change, Envestnet signing on as investment manager for a new PEP, and Vestwell raising $70 million in Series C funding