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Service Providers

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
BY NAPA Net Staff | 12/28/2018
After a year-long investigation into MetLife for failing to make pension payments to retirees, Secretary of the Commonwealth William F. Galvin has announced terms of a settlement with the firm.... Read More
BY NAPA Net Staff | 11/26/2018
Three 401(k) industry veterans with 96 years of combined financial services experience have joined together to help retirement plan consulting firms capitalize on industry consolidation.And at a time... Read More
BY NAPA Net Staff | 11/16/2018
HealthEquity, Inc., the nation’s largest independent health savings account custodian, has snagged another partner for its HSA offering.The most recent: a tie in with Vanguard, which says it has... Read More
BY NAPA Net Staff | 11/16/2018
UBS Equity Plan Advisory Services (EPAS) has announced the release of a robust financial wellness digital content offering to participants.According to a press release, the new content experience... Read More
BY NAPA Net Staff | 11/2/2018
John Hancock has announced that Gary Tankersley has been promoted to head of Sales and Distribution for John Hancock Retirement Plan Services (JHRPS), effective immediately.Also promoted was Abigail... Read More
BY NAPA Net Staff | 10/25/2018
Nationwide has announced plans to make health savings accounts available in response to what the firm describes as the “perfect storm” brewing for America’s future retirees.The Nationwide HSA will be... Read More
BY NAPA Net Staff | 10/24/2018
The Retirement Literacy Center (RLC), distributor of products and services for the Retirement Learning Center and Continuing Education, has signed an agreement with AccessPoint HSA to distribute... Read More
BY Ted Godbout | 10/19/2018
In a sign of ongoing strategic purchases and deal-making, Invesco and MassMutual announced Oct. 18 that the firms have entered into an agreement whereby Invesco will acquire MassMutual asset... Read More
BY NAPA Net Staff | 10/9/2018
The firm announced that it is expanding its solutions to make it easier and more affordable for small businesses to offer 401(k) plans by offering simplified investment choices, reduced pricing and... Read More
BY Ted Godbout | 10/8/2018
A newly formed alliance between global consulting leader Mercer and investment research firm Morningstar will establish a comprehensive, digital platform for institutional investment manager data,... Read More