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Client Services

BY Ted Godbout | 3/28/2024
The Colorado-based firm announced this week that it is planning to launch a new digital solution to make it easier for small employers to establish workplace retirement plans. Launching in mid-... Read More
BY Ted Godbout | 3/21/2024
In recognition of the urgent need to support financial wellbeing in the workforce, intellicents has partnered with AI-driven student debt and savings optimization platform Candidly to provide its... Read More
BY Ted Godbout | 3/20/2024
Expanding its universe from HSAs, FSAs and other employee-benefit accounts, HSA Bank this week announced that it will begin offering an emergency savings account (ESA) solution.   The ESA is... Read More
BY NAPA Net Staff | 3/15/2024
Nationwide is teaming up with Morningstar Retirement to help advisors meet retirement plan participant needs by offering a new managed account service that merges custom retirement strategies with... Read More
BY Joey Santos-Jones | 3/4/2024
Is your approach to retirement planning truly client-centered? That's the (big) question presented during an interactive session on Feb. 26 at the 2024 NTSA Summit in San Diego, where it challenged... Read More
BY Ted Godbout | 2/21/2024
Building off its existing small business offerings, HUB Retirement and Private Wealth (HUB RPW), a division of HUB International Limited, announced the launch of the HUB Retirement... Read More
BY Ted Godbout | 2/20/2024
TIAA’s default investment solution that provides access to a guaranteed-interest annuity contract has recently grown to more than $30 billion in assets and over 400,000 individual... Read More
BY Ted Godbout | 2/16/2024
Chalk up another win for Pontera in assisting advisors in managing clients’ held-away assets, as the firm announced that CAPTRUST Financial Advisors will roll out its platform. This is the second... Read More
BY Ted Godbout | 2/9/2024
With research showing that 56% of working Americans plan to utilize workplace-offered advice services in 2024,[1] Voya Financial announced the launch of a new dual Qualified Default Investment... Read More
BY Ted Godbout | 1/25/2024
The New York-based, fintech 401(k) service provider announced that it has launched the first commercial product allowing small- and mid-sized employers to automatically match employee student loan... Read More
BY NAPA Net Staff | 12/19/2023
Retirement and benefits administration service provider BPAS announced that its AutoRollovers service has joined with the SS&C Technologies’ Automatic Rollover Program (ARP) to enhance retirement... Read More
BY NAPA Net Staff | 12/14/2023
Voya Financial recently announced the launch of its new employee homepage dashboard, offering data-driven personalized insights to help inform employees of their complete health and financial picture... Read More
BY NAPA Net Staff | 12/5/2023
The Commonwealth Financial Network—the nation’s largest privately held independent RIA-broker/dealer firm dedicated to providing financial advisors with holistic, integrated business solutions—... Read More
BY NAPA Net Staff | 11/15/2023
Financial advisors can now offer retirement plan sponsors access to a cost-effective, streamlined plan solution with fiduciary and investment support under a new collaboration announced between... Read More
BY NAPA Net Staff | 11/10/2023
Transamerica is adding the State Street GTC Retirement Income Builder (the Series) to its recordkeeping platform, joining State Street Global Advisors (SSGA), Global Trust Company (GTC) and ARS (... Read More
BY NAPA Net Staff | 11/9/2023
To help small businesses with setting up and managing a retirement plan, OneDigital and the Principal Financial Group have collaborated to offer Simply Retirement by Principal to OneDigital... Read More
BY NAPA Net Staff | 11/8/2023
To provide plan sponsors and fiduciaries with greater insight, Fiduciary Decisions (FDI) on Nov. 7 announced that it has developed a new report that benchmarks comprehensive metrics for managed... Read More
BY Ted Godbout | 11/7/2023
The consortium of retirement plan service providers focused on making it easier for Americans to transfer their workplace retirement accounts when changing employers has officially launched.... Read More
BY NAPA Net Staff | 11/2/2023
To further support 401(k) sponsors, advisors and administrators, financial services firm AmericanTCS announced the launch of a comprehensive suite of fiduciary services. Dubbed FiduciaryxChange,... Read More
BY NAPA Net Staff | 10/24/2023
JULY Business Services (JULY) has received the first certification as a Pooled Plan Service Provider issued by the Centre for Fiduciary Excellence (CEFEX) from Broadridge. According to the firm’s... Read More
BY NAPA Net Staff | 10/18/2023
As the latest addition to the firm’s suite of digital support resources, Voya Financial announced plans to launch its new “Advisor Dashboard,” providing greater support for retirement plan advisors... Read More
BY Ted Godbout | 10/10/2023
PGIM, the wholly owned subsidiary of Prudential Financial, Inc., has announced plans to enhance its suite of target date funds (TDFs) with an aim to better serve shareholders, including... Read More
BY Ted Godbout | 10/2/2023
The answer to that apparently is a resounding yes, as younger investors desire financial advice, but most are priced out of the option they demand most—having a holistic, ongoing relationship with a... Read More
BY NAPA Net Staff | 9/18/2023
HUB Retirement and Private Wealth (HUB RPW), a division of Hub International Limited (HUB), on Sept. 18 announced the launch of a new pooled employer plan (PEP) specifically designed... Read More
BY Ted Godbout | 9/14/2023
Amid ongoing market volatility, it’s little wonder that plan participants are keeping a close eye on their retirement account balances, and they increasingly are doing so via mobile apps. As a... Read More

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