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Client Services

BY NAPA Net Staff | 5/31/2023
Labeled as the first acquisition of its kind for the firm, Mariner Wealth Advisors announced that it recently acquired financial wellness-benefit firm Spring. With more companies looking to add... Read More
BY NAPA Net Staff | 5/19/2023
To better help their participants address more complex financial needs and prepare for retirement, John Hancock Retirement has launched a dynamic investment feature available to new clients... Read More
BY Ted Godbout | 5/11/2023
Fintech 401(k) platform provider Vestwell announced its further expansion to serve the financial advisor industry through new key industry partnerships and integrations. According to the firm’s... Read More
BY NAPA Net Staff | 5/8/2023
HSA Bank, a division of Webster Bank, recently announced that it will offer an employer-provided tuition reimbursement benefit solution that can help employees pay for their degree, tuition,... Read More
BY NAPA Net Staff | 5/3/2023
Pointing to greater interest and traction for its suite of in-plan guarantee solutions, Nationwide recently announced that it has made Income America 5ForLife available for managed... Read More
BY Robert M. Kaplan | 5/2/2023
We’ve received numerous inquiries on the operational aspects of Roth provisions now that SECURE 2.0 expands the availability and benefits of Roth contributions in retirement plans. In particular,... Read More
BY NAPA Net Staff | 4/21/2023
State Street Global Advisors in partnership with Annexus Retirement Solutions and the Global Trust Company announced the launch of the State Street GTC Retirement Income Builder Series. This... Read More
BY NAPA Net Staff | 4/17/2023
Mutual of Omaha Retirement Services has launched its Retirement Right Quoting Portal, a new self-quoting portal for registered financial advisors. As an extension of Mutual’s Retirement Right... Read More
BY NAPA Net Staff | 4/14/2023
The Millennium Trust Company has announced that it will soon offer optional auto portability functionality for its automatic rollover IRA solution.   The functionality is designed to... Read More
BY NAPA Net Staff | 4/6/2023
Building on its suite of advice and guidance solutions, Voya Financial announced that it has launched a new advisory services program through Voya Retirement Advisors, LLC (VRA). Leveraged in... Read More
BY NAPA Net Staff | 4/5/2023
To help meet growing demand for personalized investment strategies within employer-sponsored retirement plans, Principal Financial Group has launched a new, hybrid qualified default investment... Read More
BY NAPA Net Staff | 4/4/2023
TIAA has joined Retirement Clearinghouse, LLC (RCH) alongside Empower, Fidelity, Vanguard and Alight linking up with the Portability Services Network, LLC (PSN). The network was created to help... Read More
BY Nevin E. Adams, JD | 3/31/2023
Seems that every excessive fee litigation has at its core the assumption that all recordkeeping services are interchangeable — a “commodity,” if you will. This week we asked readers what they thought... Read More
BY NAPA Net Staff | 3/31/2023
Billed as a way to bolster its retirement income capabilities, T. Rowe Price announced a definitive agreement to purchase Retiree, Inc., a fintech firm that offers retirement income planning software... Read More
BY NAPA Net Staff | 3/8/2023
Transamerica, in partnership with the Cetera Financial Group, have announced the availability of a new pooled plan solution, making it easier for small businesses to offer a retirement plan.... Read More
BY NAPA Net Staff | 3/6/2023
ForUsAll, which describes itself as a “modern small business 401(k) provider,” has expanded its platform offerings to include access to a digital asset index. According to a press release,... Read More
BY NAPA Net Staff | 2/23/2023
Leveraging its expertise in managing defined contribution plans, global advisory firm Willis Towers Watson (WTW) announced the launch of a U.S.-based pooled employer plan (PEP). Dubbed the... Read More
BY NAPA Net Staff | 1/26/2023
SageView Advisory Group has hired Kerry Woods as Vice President of Participant Education and Engagement to lead the firm’s new financial education platform for participants of its retirement plan... Read More
BY NAPA Net Staff | 1/19/2023
The Scottsdale, AZ-based fintech firm has announced a new fee management solution that supports periodic fee calculations associated with managed account programs (MAP). Available immediately, the... Read More
BY Angela Trefethen | 12/30/2022
As technology and corporate work cultures have evolved, telecommuting, hybrid, and flexible work schedules have become a reality for today’s employers and their workforces. However, the concept of... Read More
BY John Ortman | 12/8/2022
For years, one of the most persistent barriers to the smooth and efficient operation of many 401(k) plans has been the nature of the working relationship between the plan’s advisor and its third-... Read More
BY NAPA Net Staff | 11/28/2022
Mobile apps have increasingly become the first resource that investors consult to review their investments, make transactions and conduct research, positioning digital as a critical component of the... Read More
BY NAPA Net Staff | 11/17/2022
Fidelity Institutional has announced new account opening functionalities, as well as enhancements to its open architecture digital store, Integration Xchange, and its advisor technology platform,... Read More
BY Nevin E. Adams, JD | 11/11/2022
Seems like every couple of weeks a firm is either acquired, or decides to step away from the complicated business of participant recordkeeping—and that’s a year after the most recent wave began. This... Read More
BY NAPA Net Staff | 11/10/2022
Voya Financial announced that it has added a new private equity option to its nonqualified deferred compensation (NQDC) executive-benefit solution. The Pomona Investment Fund (PIF)—a registered... Read More