Browsing Tag
recordkeepers
26 posts
Recordkeepers Have Golden Opportunity to Influence Mass Affluent 401(k) Participants: Cerulli
New report finds retirement account providers are the primary source of retirement planning and financial advice
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
Focus Shifts to Plan Sponsors as Portability Network Set to Go Live
As operations begin in October, plan sponsors will take center stage as they begin to adopt auto portability and witness its tangible results
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
SPARK Institute Releases Updated Cybersecurity Standards for Plan Sponsors and Advisors
Collaborative effort between recordkeepers and consultants leads to updated Data Security Best Practices and new Plan Sponsor & Advisor Guide to Cybersecurity to strengthen the retirement industry’s defenses against cyber criminals
Cerulli Sees Increased Recordkeeper, Advisor ‘Coopetition’
Recordkeepers will need to balance satisfying plan advisors and maintaining relationships with aggregators
New TSP Recordkeeper Apologizes for Botched Transition
Accenture Federal Services updates Federal Retirement Thrift Investment Board on progress toward “fixes” for new Thrift Savings Plan website rollout problems during monthly meeting Wednesday
Empower Retirement Plan Sales Strong, Despite ‘Macroeconomic Factors’
The Colorado-based company hit $62 billion in the first half of the year.
Recordkeeper Revolutionary Faith Teope on Combating Financial Abuse
Faith Teope is a multimedia journalist, advocate, and retirement industry expert with a passion for helping others. Her fascinating story includes going from executive assistant to CEO of Texas-based TPA and recordkeeper Leverage Retirement.
MassMutual to Move Its Corporate 401k from Empower to Fidelity
What does it say about plan sponsor responsibilities as the industry continues to consolidate?