The financial advisory services firm recently announced that it will team up with Morningstar Investment Management to power the intellicents’ “bioni(k)” managed account solution.
According... Read More
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BY NAPA Net Staff | 6/19/2020
BY NAPA Net Staff | 6/17/2020
The Baltimore-based firm announced that it has established a new online Financial Wellness Center offering enhanced education resources, now available to all Transamerica retirement plan sponsors and... Read More
BY NAPA Net Staff | 6/12/2020
For a limited time, LeafHouse will provide advisors and employers an assessment of the health of a plan’s investment lineup with a LeafHouse Investment Committee member at no cost.
In response to... Read More
BY NAPA Net Staff | 6/5/2020
Calling it their “Corona Crash Survival Kit,” intellicents has created an array of complimentary investment educational pieces and tools for advisors to share with their plan sponsor clients and... Read More
BY NAPA Net Staff | 6/5/2020
Lincoln Financial has announced a new investment solution that provides additional flexibility to small business owners and the financial professionals that support them to help meet participants’... Read More
BY NAPA Net Staff | 5/21/2020
Securian Financial has expanded its retirement plan investment offerings with the introduction of a managed account solution that creates a personalized investment allocation unique to each employee... Read More
BY NAPA Net Staff | 5/21/2020
LeafHouse Financial is partnering with Empower Retirement to launch a managed account service to help retirement plan participants optimize their retirement investing strategies while reducing costs... Read More
BY NAPA Net Staff | 5/19/2020
In light of mounting, complex responsibilities, American Century Investments has created a new online tool to help fiduciaries select a target-date fund option.
“Target-Date Blueprint” is an... Read More
BY NAPA Net Staff | 5/19/2020
The Baltimore-based firm announced May 18 that it has appointed Blake Bostwick as CEO of its Individual Solutions Division and Kent Callahan as CEO of its Workplace Solutions Division. ... Read More
BY NAPA Net Staff | 5/12/2020
MassMutual in collaboration with NextCapital announced that it will offer a new managed advice solution that allows for greater personalization of retirement plan investment strategies. ... Read More
BY NAPA Net Staff | 5/6/2020
In what the firm says will add new technology to power its financial advisor solutions, Franklin Resources announced May 6 that it has acquired AdvisorEngine Inc.
Founded in 2014, the digital... Read More
BY Rebecca Hourihan | 5/6/2020
In this unprecedented time, the world is in a panic. Every business is feeling the effects of COVID-19. From local coffee shops to international conglomerates, everyone is impacted. Now, it’s more... Read More
BY NAPA Net Staff | 4/28/2020
Enterprise Iron Financial Industry Solutions has been accepted as an authorized vendor with the California Multiple Award Schedule (CMAS) program.
In order to be accepted to the program,... Read More
BY John Iekel | 4/23/2020
Recordkeepers have acted quickly to incorporate social distancing and follow stay-at-home orders in response to the Coronavirus pandemic—including a whopping 98% of staffers working at home—a new... Read More
BY NAPA Net Staff | 4/21/2020
What will everyday life look like as we start to plan for a post-pandemic world?
NAPA members are invited to join American Century Investments on April 23 for a webcast event with CNN’s Dr.... Read More
BY NAPA Net Staff | 4/20/2020
American Trust Retirement and State Street Global Advisors have announced the launch of HappYness Portfolios in connection with Chris Gardner—whose autobiography was turned into the motion picture,... Read More
BY Ted Godbout | 4/14/2020
The two service providers have joined the growing list of firms helping their clients impacted by the coronavirus to adopt the retirement plan relief provisions of the CARES Act.
Pentegra... Read More
BY Nevin E. Adams, JD | 4/10/2020
A number of recordkeepers/TPAs are already reaching out to plan sponsors on decisions regarding the optional provisions of the CARES Act, notably COVID-19 related distribution and loan options—but... Read More
BY Ted Godbout | 4/9/2020
Securian Financial announced April 9 that it is waiving all COVID-19 related 401(k) distribution fees for the retirement plans it serves as recordkeeper and, moving forward, will permanently make all... Read More
BY Ted Godbout | 4/8/2020
[UPDATED 4/8/20]
The four national service providers have joined with other firms in helping their clients adopt the new retirement relief provisions under the Coronavirus Aid, Relief, and... Read More
BY NAPA Net Staff | 4/6/2020
Recordkeeper PCS Retirement and Envestnet Retirement Solutions have connected the dots—and “pipes”—between participant and wealth management data.
Through ManagedPlan, the PCS Retirement... Read More
BY NAPA Net Staff | 4/2/2020
Voya Financial, Inc. has announced several actions it is taking to help Americans address COVID-19 related challenges.
Beginning April 1, and through Sept. 30, 2020, Voya says it will credit... Read More
BY Ted Godbout | 3/9/2020
Nothing appears to have slowed merger and acquisition activity, as two of the largest broker and professional services firms have entered into an agreement to join forces.
With a focus on “... Read More
BY NAPA Net Staff | 3/5/2020
Transamerica has announced the availability of a new, custom stable value separate account product developed specifically for 403(b) retirement plans. The Transamerica Capital Preservation Option is... Read More
BY NAPA Net Staff | 3/5/2020
To encourage more health savings account (HSA) owners to get invested, Fidelity has launched two health savings mutual funds that are targeted specifically for those looking to grow their HSA savings... Read More
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