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
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BY NAPA Net Staff | 10/18/2023
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
BY NAPA Net Staff | 9/1/2023
IPX Retirement has announced the addition of two new industry partners that will be implementing the firm’s IPX Plan Governance Program (PGP), as well as its Master Recordkeeping solution.... Read More
BY NAPA Net Staff | 8/30/2023
Global retirement technology provider Smart has announced wider availability of its fiduciary services to advisory firms, recordkeepers and third-party administrators to provide pooled... Read More
BY Ted Godbout | 8/21/2023
The Capital Group, home of American Funds, has joined efforts with Shlomo Benartzi’s PensionPlus to make it easy for retirement plan participants to create a highly personalized paycheck in... Read More
BY Ted Godbout | 8/15/2023
The Morningstar Retirement group within Morningstar Investment Management LLC, and ADP Retirement Services, have partnered together to offer more employees—regardless of the size of... Read More
BY NAPA Net Staff | 8/11/2023
Following The Standard’s recent acquisition of Securian Financial’s retirement plan recordkeeping business, the firm has introduced seven new products and services to its retirement plan... Read More
BY Ted Godbout | 8/1/2023
To better support retirement savers, Vanguard and the Retirement Clearinghouse (RCH) announced that they are expanding their relationship to include services to individual retirement account (IRA)... Read More
BY Ted Godbout | 7/31/2023
To capture a piece of the growing financial wellness market through student loan and college savings options, Vestwell announced that it has entered into an agreement to acquire student loan benefits... Read More
BY Ted Godbout | 7/30/2023
Schwab Retirement Plan Services (SRPS) announced that it plans to work with two industry leaders to launch an expanded set of capabilities to serve defined benefit (DB) and nonqualified deferred... Read More
BY NAPA Net Staff | 7/27/2023
The Plan Sponsor University (TPSU) announced that it has hired industry veteran Andy Kelleher to assist 401(k) and 403(b) plan sponsors conduct due diligence on their plan advisor or consultant, as... Read More
BY Ted Godbout | 7/18/2023
To better support advisors and plan sponsors in helping participants achieve financial security, the Capital Group and Financial Finesse announced that they are expanding a financial wellness... Read More
BY Ted Godbout | 7/14/2023
With student loan payments set to resume later this year, Schwab Retirement Plan Services (SRPS) has announced new student loan resources available to 401(k) plan participants to help better manage... Read More
BY Ted Godbout | 7/7/2023
In a further sign of auto-portability solutions gaining steam, benefits-solutions provider Millennium Trust Company has officially kicked off testing of its new open portability network, the firm... Read More
BY Ted Godbout | 7/6/2023
There’s a new “e-Guide” for that, courtesy of Annuity Research & Consulting (ARC), which has launched a new educational website to help plan sponsors and advisors explain lifetime income... Read More
BY NAPA Net Staff | 6/26/2023
Vestwell has expanded its multiple and pooled employer plan solutions, including a range of affordable 401(k) plan options for advisors to offer to small- and medium-sized business clients.
These... Read More
BY NAPA Net Staff | 6/15/2023
Representing the firm’s evolution into financial wellness with the 401(k) at its core, Betterment at Work is launching a 529 Education Savings solution in partnership with Ascensus.
Together, the... Read More
BY NAPA Net Staff | 6/14/2023
As part of an effort to develop more comprehensive strategies for clients, HUB Retirement and Private Wealth (HUB RPW), a division of HUB International, announced the launch of a new... Read More
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
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