Browsing Tag
401(k) Recordkeeping
56 posts
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
Strongpoint Expands to West Coast With AUI Partnership
The move will grow Strongpoint's actuarial team to over 25 professionals
Recordkeepers Slowly Integrating AI in DC Plans
Cerulli Associates finds that a few DC plans are already using AI on its plan management and back-office strategies
Empower Reports New Highs in AUA, Retirement Plan Participants
Year-over-year earnings surge 35% to new record, up 12% from Q2
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