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Service Providers

BY NAPA Net Staff | 7/10/2019
John Carter has been named President and Chief Operating Officer-elect of Nationwide’s financial services business lines, effective immediately.  Carter succeeds Kirt Walker, who will... Read More
BY NAPA Net Staff | 7/9/2019
Ascensus announced July 9 that David Musto, currently president of the organization, will add chief executive officer (CEO) responsibilities to his role beginning in 2020. Bob Guillocheau,... Read More
BY NAPA Net Staff | 6/28/2019
HealthEquity Inc. has agreed to buy WageWorks Inc. for $2 billion to gain more access to the market for health savings accounts. HealthEquity, Inc., which calls itself the nation’s largest HSA non... Read More
BY NAPA Net Staff | 6/26/2019
Mesirow Financial has announced a technology and fiduciary automation solution for broker-dealers to assist with their fiduciary management. Cetera Financial Group has signed on as an initial partner... Read More
BY NAPA Net Staff | 6/24/2019
Laura Huscroft has been promoted to Vice President of 401(k) at Mutual of Omaha, the firm announced June 24. In her new role, Huscroft will focus on product management and development within the... Read More
BY NAPA Net Staff | 6/18/2019
In the wake of the April announcement of its acquisition of the Wells Fargo Institutional Trust business, Principal has announced additions to its Retirement & Income Solutions leadership teams... Read More
BY NAPA Net Staff | 6/18/2019
Deschutes Investment Consulting has announced the promotion of Katrina Bell to Partner and President Deschutes Retirement Plan Services. Since joining the firm in 1998, Bell has played a key role in... Read More
BY NAPA Net Staff | 6/13/2019
Transamerica announced June 13 that Steven Geisert, CPFA, C(k)P, has joined the company as Senior Manager of Business Development for retirement plans. He will report to Charmaine Hughes Lee,... Read More
BY NAPA Net Staff | 6/3/2019
Robert Goldman has been promoted to National Sales Director for large-market retirement plans, effective immediately, according to a June 3 announcement by Transamerica.  Goldman will manage... Read More
BY NAPA Net Staff | 6/3/2019
Bank of America has announced the launch a new offering that will deliver advice and guidance to clients through an advisor and an enhanced digital platform.  According to the... Read More
BY NAPA Net Staff | 5/16/2019
MassMutual announced that it is introducing a new workplace student loan repayment and management program as part of a broader financial wellness initiative. The program will be available to... Read More
BY NAPA Net Staff | 5/14/2019
Industry veteran Glenn Dial joined American Century Investments on May 6 as senior retirement strategist, the firm has announced. Dial will report to Rick Luchinsky, SVP and Head of Financial... Read More
BY NAPA Net Staff | 4/26/2019
Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., has launched a new advisor managed accounts platform that aims to make it easier for Registered Investment Advisors (RIA)... Read More
BY NAPA Net Staff | 4/25/2019
In response to growing interest in Environmental, Social and Governance impact investing, LeafHouse Financial has created a proprietary system and process that results in the ability to integrate ESG... Read More
BY NAPA Net Staff | 4/9/2019
Principal Financial Group has announced a definitive agreement with Wells Fargo & Company to acquire its Institutional Retirement & Trust businesses. Principal will... Read More
BY NAPA Net Staff | 4/9/2019
Transamerica announced April 9 that Blake Bostwick will lead its Workplace Solutions business line as President.  A 17-year veteran with Transamerica, Bostwick previously led multiple... Read More
BY NAPA Net Staff | 4/8/2019
Ascensus, the nation’s largest TPA, announced April 8 that its TPA Solutions division will become FuturePlan by Ascensus.  The division consists of 42 locations across the country... Read More
BY NAPA Net Staff | 4/2/2019
While HSA discussions have penetrated the retirement plan marketplace over the past year, few providers have created a solution built specifically for advisors working with employers. But that... Read More
BY NAPA Net Staff | 3/26/2019
Massachusetts Mutual Life Insurance Company is launching an expanded and more flexible investment platform designed specifically for defined benefit pension plans.  Developed with Matrix... Read More
BY NAPA Net Staff | 3/22/2019
The nation’s second largest retirement provider recently announced a new collaborative agreement with independent advisory firms to deliver customized advisory services to workers saving for... Read More
BY NAPA Net Staff | 3/15/2019
intellicents has made another acquisition – the purchase of Retirement Asset Advisory, Inc. (RAA) from Bill Worley and John Cole. According to a press release, this Dallas branch will initially... Read More
BY Ted Godbout | 3/7/2019
Selecting an appropriate investment and administrative structure for a qualified retirement plan is a significant and crucial task, yet there is no single formula for determining the preferred... Read More
BY NAPA Net Staff | 2/28/2019
 Financial advisory services firm intellicents has expanded its personal financial management services with the opening of an office in Colorado. The office will be led by Certified Financial... Read More
BY NAPA Net Staff | 1/29/2019
A new whitepaper challenges some common investment myths – and suggests it might be time to consider a more diverse set of fixed income options.Investment menu construction can be influenced by a... Read More
BY NAPA Net Staff | 1/22/2019
NFP has acquired the assets of Fiduciary First, LLC and The Participant Effect, LLC.Located in Maitland, FL, Fiduciary First provides retirement plan consulting and fiduciary risk management for... Read More