Empower Retirement has teamed with E*TRADE to create a “one-stop user experience” allowing employees to see their retirement and stock plan accounts in one place.
This alliance will allow... Read More
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BY NAPA Net Staff | 2/23/2020
Bank of America has announced the launch of a new workplace benefit program to help meet the near- and long-term financial needs of the employees of its corporate clients. The new offering will be... Read More
BY NAPA Net Staff | 2/20/2020
Broadening its reach across channels and further boosting M&A dealmaking activity, Morgan Stanley announced that it has entered into an agreement to purchase E*TRADE Financial Corporation in an... Read More
BY NAPA Net Staff | 2/18/2020
Franklin Resources, Inc. has entered into a definitive agreement to acquire Legg Mason, Inc. in a $4.5 billion deal.
The deal—rumors of which were reported early this morning by The Wall... Read More
BY NAPA Net Staff | 2/18/2020
Recognizing the negative impact of household debt on long-term financial security, Prudential is partnering with GreenPath Financial Wellness to introduce debt management advice to its workplace... Read More
BY NAPA Net Staff | 2/13/2020
Pete Swisher, one of the retirement industry’s most respected voices, announced Feb. 13 the launch of Waypoint Fiduciary LLC, a “think tank, consultant, and expert fiduciary” for the U.S. retirement... Read More
BY NAPA Net Staff | 1/31/2020
Peoria, Illinois-based Alliance Benefit Group of Illinois will become part of EPIC Retirement Plan Services, effective April 1.
ABG of Illinois CEO and President John Blossom, Jr. notes that the... Read More
BY NAPA Net Staff | 1/23/2020
To assist workers in managing financial emergencies and other short-term financial needs, MassMutual has announced that it is offering an emergency savings solution to every worker who participates... Read More
BY Nevin E. Adams, JD | 1/16/2020
The well-known and highly regarded ERISA attorney could be making a move.
OK, now that I persuaded you to read this far, Clark has been appointed as the Wagner Law Group’s Chief Operating Officer... Read More
BY NAPA Net Staff | 1/10/2020
The firm announced Jan. 10 that industry veterans Cortney White and Bryon Eggan joined the company as Regional Vice Presidents for mid-market retirement plans.
White and Eggan will support... Read More
BY Ted Godbout | 1/7/2020
Amid ever-increasing fee pressure and evolving expectations from plan sponsors, a new report warns that retirement plan providers must be prepared to consider economies of scale and to prioritize... Read More
BY NAPA Net Staff | 12/16/2019
Darren Zino has been named Vice President and Managing Director for U.S. Retirement Sales, leading Transamerica’s distribution teams for mega-, large- and mid-market retirement sales, the firm... Read More
BY NAPA Net Staff | 11/26/2019
Ascensus has entered into an agreement to acquire employee benefits consulting firm Nyhart.
Nyhart, which will become part of the FuturePlan by Ascensus line of business immediately, is an... Read More
BY NAPA Net Staff | 11/21/2019
A number of published reports claim that Charles Schwab is offering $26 billion to acquire TD Ameritrade – a deal that would combine two of the nation’s largest discount brokers.
A deal could be... Read More
BY Nevin E. Adams, JD | 11/19/2019
I’ve been on the road a lot over the past several weeks – and I’ve noted a remarkably diverse range of prices in gasoline across various locales.
I think it’s fair to label gasoline a “commodity[i... Read More
BY John Iekel | 11/15/2019
Plan sponsors look to their websites for a wide range of information, but recordkeepers have work to do regarding their design and features, say two analysts who studied sites and users’ experiences... Read More
BY NAPA Net Staff | 11/5/2019
Independent managed account provider Stadion Money Management announced Nov. 4 that it has begun offering Custom Advisor Managed Account Services for retirement plans.
The firm notes that... Read More
BY NAPA Net Staff | 10/31/2019
Fidelity Investments has announced a series of Retirement Income Solutions for the growing population of individuals who choose to keep their savings in a previous employer’s retirement plan.... Read More
BY NAPA Net Staff | 10/16/2019
Fidelity Clearing & Custody Solutions has added customized investment models to its Automated Managed Platform (AMP), its financial planning-led digital advice solution.
According to a... Read More
BY NAPA Net Staff | 10/15/2019
Global investment manager Nuveen has announced that it is partnering with SEI Trust Company to enhance its TDF offerings.
According to the announcement, the Nuveen TIAA Lifecycle Blend CIT... Read More
BY NAPA Net Staff | 10/10/2019
Global fintech leader Broadridge Financial Solutions announced that it has entered into a purchase agreement to acquire Fi360, a provider of fiduciary-focused software, data and analytics for... Read More
BY Ted Godbout | 10/4/2019
Envestnet announced Oct. 4 that Jud Bergman, the firm's Chairman and Chief Executive Officer, has died in an automobile accident.
“It is with immeasurable sadness that we share the news... Read More
BY NAPA Net Staff | 9/5/2019
Empower Retirement and the Denver Broncos have agreed to terms on a 21-year deal to name their stadium “Empower Field at Mile High,” the organizations announced Sept. 4.
As part of the... Read More
BY NAPA Net Staff | 9/5/2019
Voya Financial announced that it has added an innovative new target date fund solution – MyCompass Index – for the firm’s retirement plan customers to address the unique retirement needs of... Read More
BY Ted Godbout | 9/4/2019
Health savings accounts continue to hit impressive growth milestones, but it appears more work is needed on the investment front, an industry report shows.
Shedding light on the evolving HSA... Read More
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