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
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Client Services
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
BY NAPA Net Staff | 9/21/2022
American Century Investments has launched what it describes as a “first-of-its-kind online tool” to help retirement plan fiduciaries implement a prudent process to evaluate and choose in-plan... Read More
BY NAPA Net Staff | 9/16/2022
The Columbus, OH-based firm has partnered with NewRetirement to power its My Interactive Retirement Planner, giving retirement plan participants the ability to make more informed financial decisions... Read More
BY Ted Godbout | 9/16/2022
Concerned about their investments and deteriorating financial health, many retirement investors are turning to their plan’s websites and apps for help, but they apparently are not finding what they... Read More
BY NAPA Net Staff | 9/14/2022
Labeling it as a first-of-its-kind, Voya Financial announced the launch of myVoyage, a new personalized financial-guidance and workplace-benefits connected digital platform, providing access to... Read More
BY NAPA Net Staff | 9/11/2022
Following the acquisition of NextCapital Group, Goldman Sachs Asset Management (GSAM) announced several leadership changes within the defined contribution (DC) and retail retirement space.
With... Read More
BY NAPA Net Staff | 9/8/2022
Morgan Stanley at Work has unveiled its new Corporate Retirement Portal, an innovative technology solution designed to provide plan advisors with a one-stop, consolidated view of workplace retirement... Read More
BY NAPA Net Staff | 9/6/2022
The firms have mutually agreed to terminate their merger agreement.
Instead, UBS has agreed to purchase a USD 69.7 million note convertible into Wealthfront shares—at the same $1.4 billion... Read More
BY NAPA Net Staff | 9/6/2022
The Alera Group announced that it has hired Christian Mango to serve as Executive Vice President and national practice leader of its Retirement Plan Services division.
Mango brings more than 25... Read More
BY NAPA Net Staff | 8/30/2022
Retirement Plan Advisors, LLC (RPA) has partnered with Stadion Money Management and EPIC Retirement Plan Services to expand its managed account platform, PortfolioPlus.
This new advisor managed... Read More
BY NAPA Net Staff | 8/25/2022
The retirement plans division of Ameritas Life Insurance Corp. recently announced that it is launching GoalWise—a digital, interactive retirement savings and financial wellness platform to help... Read More
BY NAPA Net Staff | 8/23/2022
Morgan Stanley at Work recently announced three strategic product enhancements to its stock plan platforms Equity Edge Online (EEO) and Shareworks, designed to streamline functionality for the firm’s... Read More
BY Judy Ward | 8/10/2022
In a feature article in the latest issue of NAPA Net the Magazine, Judy Ward looks at how some leading advisors are helping plans and participants face the challenges of... Read More
BY Ted Godbout | 8/1/2022
As investors experience the first real bear market in 15 years, more are looking for somewhere to turn, creating opportunities for advisors, a new report from Cerulli suggests.
Over the past... Read More
BY NAPA Net Staff | 6/1/2022
Envestnet announced that it has acquired 401kplans.com, a digital 401(k) retirement plan marketplace that provides a more efficient way for advisors to incorporate retirement plan servicing into... Read More
BY Ted Godbout | 5/27/2022
More choices, better plan design and better outcomes are among the many reasons why plan sponsors see the value in having an advisor oversee their workplace retirement plan.
In fact, plan... Read More
BY Spencer X Smith | 5/11/2022
In the spring of last year, I finally aped in. Cryptocurrency had been on my radar for a while, but I hadn’t taken the time to learn how it worked or why it had appeal.
That changed after... Read More
BY Judy Ward | 4/27/2022
In a feature article in the latest issue of NAPA Net the Magazine, six of this year’s Top Young Retirement Plan Advisors talk about how advisors can help employers and employees with student debt... Read More
BY Ted Godbout | 4/27/2022
A new survey finds that 6 in 10 U.S. adults who took on student loan debt for their education delayed a major financial decision because of this debt, but Congress may provide some relief with... Read More
BY Ted Godbout | 4/19/2022
After several years of focus on technology investments, investor satisfaction with digital offerings and engagement with digital channels has improvedsignificantly for the full-service wealth... Read More
BY Ted Godbout | 4/19/2022
Many DC plan participants nearing retirement would benefit from working with a financial advisor, but a lack of investable assets is a barrier for less affluent participants.
In... Read More
BY John Ortman | 4/4/2022
What should advisors be asking their TPAs? What should they be getting from them? What makes the difference between a good TPA and a bad one? And how can advisors and TPAs improve their working... Read More
BY Ted Godbout | 3/23/2022
Last year, more workers took advantage of the convenience of virtual and on-demand 401(k) educational sessions, and it appears this trend will continue even as workplaces move back to in-person work... Read More
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