For Recordkeepers
Pontera is investing in plan participants' success by enabling secure 401(k) management by their trusted advisor, reducing suboptimal IRA rollovers.
Finding the right 401(k) recordkeeper and why it matters
Recordkeepers record the money that comes into the plan, including contributions, loan payments, and rollovers—and the money that goes out, like ...
SECURE Act 2.0 is Here: What Recordkeepers Need to ... - Broadridge
SECURE 2.0 expands the types of accounts and transactions recordkeepers will have to manage. Many of the Act's features go into effect this year, meaning you'll ...
Help your plan sponsors and participants meet the moment on day one with a smart, digital solution designed for end-to-end retirement match facilitation.
Recordkeepers Enter a New Era | Retirement Plan - captrust
The choice of a recordkeeper goes beyond basic recordkeeping to include a broad spectrum of financial wellness, technology, and personalized advice solutions.
Accenture Report: Future Strategies for DC Recordkeepers
Accenture positions scaling as a top practice for recordkeepers. In its report, the firm found that the top five recordkeepers gained as much as ...
401(k) Recordkeeper: What They Do for Your Retirement Plan
A 401(k) recordkeeper is the bookkeeper of the 401(k) plan, hence the name. The recordkeeper tracks who's in the plan, what investments they own ...
A Compliance Guide for Recordkeepers and Plan Administrators in ...
This guide will provide an overview of key compliance considerations for recordkeepers and plan administrators in 2024.
Announcing Expanded Platform Features for Recordkeepers ... - Finch
Finch's new retirement-focused features include a robust sponsor onboarding experience, universal compatibility for TPA and recordkeeping ...
Setting the Record Straight: The Role of a Recordkeeper | In the Loop
Recordkeeping teams handle thousands of tasks to keep things running smoothly. This includes monitoring eligibility, tracking contributions, ...
New Reasons for Switching 401(k) Recordkeepers Emerge
Recordkeepers now must heed multiple factors, including overall service quality for plan sponsors, organizational mergers and acquisitions, and growth in the ...
401(k) World: Recordkeepers, Advisers and 'Co-opetition'
Recordkeepers with asset management arms regularly offer their own retirement plan investing funds to plan advisers and plan sponsors, often at ...
CEO: Recordkeepers Should Get Creative to Enhance Services, Go ...
Dan Houston, chairman and CEO of Principal Financial Group, says scale continues to be important for the vastly consolidated recordkeeping ...
Why Recordkeepers Must Enhance Participant Experience?
The role of retirement plan recordkeepers is no longer confined to merely tracking contributions and investments.
Retirement Recordkeeping - Vanguard Institutional
Vanguard's 401(k) and retirement plan recordkeeping services ensure participants meet retirement goals and financial needs.
(k)quote - For Recordkeepers - LinkedIn
(k)quote - For Recordkeepers | Improve your closing percentage by helping your advisor partners close more plans!!!! (k)quote is a tool for your sales desk ...
Maintaining your retirement plan records | Internal Revenue Service
How long should you keep plan records? You should keep retirement plan records until the trust or IRA has paid all benefits and enough time has ...
Understanding 401(k) Retirement plan recordkeeping solutions
This article explains what 401(k) retirement plan recordkeeping is and the best practices to choose the right software platform.
Recordkeeping Requirements | U.S. Equal Employment Opportunity ...
Recordkeeping Requirements. EEOC Regulations require that employers keep all personnel or employment records for one year. If an employee is involuntarily ...
401(k) record keepers track assets in retirement plans. They may do other things as well, but a record keeper's main function is to track how much you have, ...