Record Keepers

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, where it is, and what type of money it is. Recordkeeping fees may be paid by employers, employees, or both.

The Terrifying and Brilliant Future for 401(k) Providers & Advisors

401k Advisors
The future of the 401(k) industry is both terrifying and brilliant, presenting significant challenges and immense opportunities.  Providers and advisors are grappling with an explosion...

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Recordkeeper Shifts Mean Plan Sponsors & Advisors Must Evolve Too

Past Present And Future
Retirement plan recordkeepers have undergone tremendous change in recent years, driven by consolidation and a race to innovate and scale.  According to Mike Webb CAPTRUST...

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Optimizing Payroll Integration for Efficient Retirement Planning

Carlos Orellana Fred
Fred Barstein, CEO & Founder, TPSU/TRAU/401kTV with Carlos, Plan Sponsor/HR Director Payroll integration, which involves the seamless communication and data exchange between a company’s payroll...

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Insights from the 2023 RPA Record Keeper Roundtable & Thinktank

Business Conference
During the fifth annual RPA Record Keeper Roundtable & Thinktank in New York City, senior leaders from major firms gathered to discuss the challenges and...

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