The firm says the offering is the first Sales Enablement tool to combine plan data intelligence with a robust CRM.
ForceManager, one of Europe’s fastest growing SaaS companies, and... Read More
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BY NAPA Net Staff | 10/26/2020
The Boston-based firm announced that Fidelity Model Portfolios, which provide institutional money management strategies to advisors, will now be available on 16 platforms including Envestnet, Orion... Read More
BY NAPA Net Staff | 10/22/2020
To enhance its digital retirement-planning resources, Voya Financial has launched an end-to-end Spanish-language experience for its retirement plan participant website.
“We are continuing to... Read More
BY NAPA Net Staff | 10/13/2020
Pentegra has partnered with technology-based investment firm IQCIO to construct a series of risk managed retail model portfolios comprised exclusively of exchange-traded funds (ETFs) utilizing the... Read More
BY NAPA Net Staff | 10/6/2020
The Baltimore-based firm has announced that it is offering employers a new way to help employees grappling with an estimated $1.6 trillion in student loan debt.
Under the Student... Read More
BY NAPA Net Staff | 9/30/2020
LeafHouse Financial has been chosen by Fringe Benefit Group to provide fiduciary oversight to thousands of Fringe Benefit Group’s plans.
According to a press release, Fringe Benefit Group aims to... Read More
BY NAPA Net Staff | 9/28/2020
Voya Financial has announced that it is launching a new digital video platform designed to provide both live and on-demand financial educationsessions covering a broad range of financial wellness and... Read More
BY NAPA Net Staff | 9/28/2020
Principal Financial Group is teaming up with EQ U.S. to help employer plan sponsors manage retirement plan benefit and equity compensation programs as part of a unified experience.
Scheduled... Read More
BY NAPA Net Staff | 9/25/2020
Nationwide Retirement Plans announced that it will continue to waive or reimburse certain fees for retirement plan loan initiation, distribution or hardship withdrawals for plan participants under... Read More
BY NAPA Net Staff | 9/22/2020
Celebrating 40-plus years as a privately owned firm that supports independent financial advisors, the Commonwealth Financial Network has unveiled a brand-new look.
Privately... Read More
BY NAPA Net Staff | 9/17/2020
Marcum Financial Services, Marcum Wealth Management and Aurum Wealth recently announced that their wealth management practices have merged to form Marcum Wealth.
As an affiliate of the... Read More
BY NAPA Net Staff | 9/8/2020
The recordkeeping business continues to consolidate, with the Sept. 8 announcement of a definitive agreement for Empower to acquire the MassMutual retirement plan business.
According to a... Read More
BY Ted Godbout | 8/31/2020
The merger of two of the largest broker and professional services firms overcame a significant hurdle in the firms’ efforts to join forces.
Aon and Willis Towers Watson announced Aug. 26... Read More
BY NAPA Net Staff | 8/27/2020
Noting that more than 5 million businesses still do not have retirement plans, Principal has put forward a new digital offering designed to make 401(k) plans more accessible to businesses with fewer... Read More
BY NAPA Net Staff | 8/20/2020
Building on the opportunities created by the SECURE Act, Lockton has launched a new Outsourced Administrative Responsibilities (OAR) practice that will make Pooled Employer Plans (PEPs) the first... Read More
BY NAPA Net Staff | 8/18/2020
Aspire Capital Advisors, LLC will be the newest financial service provider offering retirement products on the Washington Retirement Marketplace, according to an announcement by the state’s... Read More
BY NAPA Net Staff | 8/12/2020
To entice plan sponsors and help provide some relief, John Hancock Retirement and Nationwide Retirement Plans are temporarily waiving 401(k) plan recordkeeping fees for new clients that move to their... Read More
BY NAPA Net Staff | 7/30/2020
With nearly half of Americans worried about their financial future amid the COVID-19 crisis, Prudential Financial has created a new workplace financial wellness package designed... Read More
BY NAPA Net Staff | 7/27/2020
Transamerica is expanding its workplace benefit solutions with the addition of a suite of tax-advantaged employee health savings and spending accounts for employers and their participants. ... Read More
BY NAPA Net Staff | 7/22/2020
UBS announced July 22 that it has entered in to an exclusive 20-year naming rights agreement for one of the New York metropolitan area’s most anticipated entertainment and sports venues.
UBS... Read More
BY NAPA Net Staff | 7/15/2020
Alight Solutions has announced that it will make Retirement Clearinghouse’s Auto Portability program available to its client base of 185 DC plan sponsors serving nearly five million employees at the... Read More
BY NAPA Net Staff | 7/7/2020
Voya Financial announced that it is collaborating with SAVVI Financial to offer a COVID Relief Planning Assistant to help those who have been impacted by the pandemic.
Through its Retirement... Read More
BY NAPA Net Staff | 6/29/2020
Empower Retirement announced that it has entered into a definitive agreement to acquire digital wealth management firm Personal Capital in a $1 billion deal.
The combination will bring... Read More
BY NAPA Net Staff | 6/25/2020
BNY Mellon Investment Management announced that it will partner with Wilshire Associates to launch the BNY Mellon Investment Management Custom Target Date Builder.
Retirement plan advisors... Read More
BY NAPA Net Staff | 6/24/2020
As the effective date for the new “open” multiple employer plans (MEPs) nears, a major insurer and professional services firm has announced the launch of a new offering.
Aon’s Pooled Employer Plan... Read More
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