Ascensus will purchase ExpertPlan, 401kWire has reported, significantly boosting its number of plans under management from about 25,000 to over 40,000 and making it one of the largest providers in... Read More
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Service Providers
BY Fred Barstein | 11/16/2012
CPI recently launched a new product called ClearDirection, which builds on a history of open architecture and leverages the resources and technology of its parent company, CUNA Mutual Group. At an... Read More
BY NAPA Net Staff | 11/9/2012
Despite the fact that there are thousands of broker dealers and advisory firms — hundreds of which have 250 or more registered reps — fewer than 40 of them are focused on the DC market (defined as... Read More
BY NAPA Net Staff | 10/30/2012
The U.S. Supreme Court has declined to hear an appeal that would have revived a lawsuit against a major 401(k) insurance record keeper alleging excessive fees in annuity contracts. The Court refused... Read More
BY NAPA Net Staff | 10/26/2012
The 2012 DCIO Provider List (see below) includes the 41 firms actively selling to plan advisors. To be on the list, providers must have dedicated sales people calling on advisors in the DC market and... Read More
BY NAPA Net Staff | 10/15/2012
The DC Record Keeper Consolidation List details significant deals in the defined contribution market since 1999. It is provided in three parts:• 1999-2002 (see below);• 2003-2005 (click here); and•... Read More
BY NAPA Net Staff | 10/15/2012
The DC Record Keeper Consolidation List details significant deals in the defined contribution market since 1999. It is provided in three parts:• 1999-2002 (click here);• 2003-2005 (see below); and•... Read More
BY NAPA Net Staff | 10/15/2012
The DC Record Keeper Consolidation List details significant deals in the defined contribution market since 1999. It is provided in three parts:• 1999-2002 (click here);• 2003-2005 (click here); and•... Read More
BY NAPA Net Staff | 10/11/2012
Providers, and particularly DCIO’s, spend a lot of money on value-add services to help them distinguish themselves and their services above and beyond record keeping administration and money... Read More
BY NAPA Net Staff | 10/11/2012
The National 401(k) Record Keepers list includes vendors that provide record keeping services at the national level. This means that they have significant presence in all regions, whether measured by... Read More
BY NAPA Net Staff | 10/10/2012
Guardian Life has hired industry veteran Stephen Davis to run sales at their retirement plan division, replacing Dale Magner, who departed earlier this year. Most recently Davis was at The Hartford,... Read More
BY NAPA Net Staff | 10/10/2012
In a scathing report on service provider 408(b)(2) disclosures published Tuesday, the Wall Street Journal detailed the problems that plan sponsors have in two key areas: first, understanding the fees... Read More
BY Fred Barstein | 10/9/2012
Most experts are predicting massive consolidation among DC record keepers, with the big push just about to begin — especially with four national record keepers representing more than 100,000 DC plans... Read More
BY Jason Roberts | 10/3/2012
By Jason C. Roberts and Kimberly Shaw Elliott, Roberts Elliott, LLPFinally, after months — potentially years — of preparation, diligent providers of services to retirement plans have completed their... Read More
BY Fred Barstein | 10/1/2012
Nearly 10 years ago, when there were 120 national 401(k) recordkeepers (defined as those that have a national sales force with most attached to a larger financial service organization), it was easy... Read More
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