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Client Services

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
BY NAPA Net Staff | 11/1/2022
Allianz Life’s latest guaranteed lifetime income product—Allianz Lifetime Income+ Annuity with the Lifetime Income Benefit—is now available in defined contribution plans nationwide, according to an... Read More
BY NAPA Net Staff | 10/18/2022
To reinforce its retirement offerings, OneDigital Investment Advisors has announced that Fidelis Fiduciary Management—an outsourced investment fiduciary firm that OneDigital acquired in 2020—will be... Read More
BY NAPA Net Staff | 10/13/2022
To help small businesses gain an advantage in today’s competitive job market, Transamerica is offering an initiative that encourages employees to save more now for retirement and medical costs.... Read More
BY NAPA Net Staff | 10/5/2022
Fidelity Investments, Vanguard, and Alight Solutions announce that they have collaborated with Retirement Clearinghouse, LLC to create a consortium of workplace retirement plan recordkeepers to... Read More
BY NAPA Net Staff | 9/29/2022
RBC Wealth Management has teamed up with Transamerica and FuturePlan by Ascensus to introduce a new pooled plan retirement solution for small and mid-sized U.S. business owners.   Called RBC... Read More
BY NAPA Net Staff | 9/28/2022
The two firms have announced a new chapter in their longstanding relationship, debuting a customized offering from intellicents, which brings together two OneAmerica services for select retirement... Read More
BY NAPA Net Staff | 9/23/2022
The financial services firm has announced the launch of a new 401(k) program for small businesses, including those with startup plans and plans with account values up to $500,000. Equitable’s... Read More