CAPTRUST Financial Advisors (CAPTRUST) has announced the addition of Patriot Pension Advisors (PPA) based in Foxborough, Massachusetts.
Founded in 2002, PPA supports sponsors of retirement plans,... Read More
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BY NAPA Net Staff | 10/19/2022
There’s been another step toward consolidation in the recordkeeping space.
The most recent—Standard Insurance Company (a.k.a. “The Standard”) and Securian Financial Group, Inc. have announced a... Read More
BY NAPA Net Staff | 10/13/2022
SageView Advisory Group has announced that Lakeview Wealth Management of Deer Park, Illinois will join the organization.
Lakeview Wealth Management, which oversees $415 million in client... Read More
BY NAPA Net Staff | 10/7/2022
HUB International Limited (Hub) announced that it has enhanced its retirement and wealth management services with the acquisition of the insurance brokerage and investment advisory businesses of... Read More
BY NAPA Net Staff | 9/16/2022
Back in March, American International Group, Inc. announced plans to rebrand SAFG Retirement Services, Inc., the parent company of its Life & Retirement business, as Corebridge Financial, Inc.... Read More
BY John Iekel | 9/16/2022
Franklin Templeton announced Sept. 13 that it is moving its 403(b) business to PCS Retirement’s Aspire 403(b) platform. Aspire is a division of PCS Retirement and is the largest independent... Read More
BY NAPA Net Staff | 9/12/2022
To address the unique demands of plan administrators and retirement plan advisors, Vestwell has announced two third-party administrator (TPA) product launches—Vestwell Flex and TPA Portal.... Read More
BY Nevin E. Adams, JD | 9/8/2022
Defined contribution wholesalers—or as our annual accolade acknowledging the best of this “breed” calls them, Advisor Allies—have long been a vital support partner for the nation’s retirement plan... Read More
BY NAPA Net Staff | 9/7/2022
HUB International Limited (Hub) announced that it has acquired the assets of Latham, NY-based Direct Advisors, LLC, further boosting its retirement advisory practice.
According to... Read More
BY NAPA Net Staff | 8/17/2022
Creative Planning announced that it has reached an agreement to purchase Wipfli Financial Advisors, the wealth management and investment advisory affiliate of CPA and advisory firm Wipfli LLP.... Read More
BY NAPA Net Staff | 8/16/2022
The Radnor, PA-based firm announced the launch of Stadion’s StoryLine Dynamic, a Qualified Default Investment Alternative (QDIA) program, built in collaboration with Stadion Money Management.... Read More
BY Judy Ward | 8/10/2022
In the cover story of the latest issue of NAPA Net the Magazine, seven of the nation’s top wholesalers talk about the 10 ways wholesalers can help you work more efficiently and effectively... Read More
BY Ted Godbout | 8/5/2022
Retirement plan providers are increasing their efforts to encourage saving by redesigning online participant experiences with simplicity and personalization in mind, according to a new report from... Read More
BY NAPA Net Staff | 8/3/2022
Huntington National Bank and PAi Retirement Services have partnered to launch the Huntington 401(k) Center for Business solution, designed specifically for business owners and their employees.... Read More
BY NAPA Net Staff | 8/2/2022
Walnut, California-based Sphere has partnered with Ascensus and Vanguard to offer the Sphere 500 Fossil-Free Index Fund.
According to a press release, the fund (... Read More
BY NAPA Net Staff | 8/2/2022
Empower has announced a series of “entity name alignments” that aim to strengthen its brand and simplify how the organization connects with customers—setting aside its legacy Great-West and... Read More
BY Ted Godbout | 7/29/2022
Three Senate Democrats have written to Fidelity, raising concerns once again about the “dangers” associated with investing in bitcoin and digital assets, especially within retirement plans. ... Read More
BY NAPA Net Staff | 7/22/2022
Most long-term investment products don’t consider three factors unique to women—and the resulting asset allocations could affect women’s long-term investing success, according to a new report.
To... Read More
BY NAPA Net Staff | 7/22/2022
Portland-based The Standard announced July 22 that Jason Burlie has been named Vice President and Head of Sales for Retirement Plans, with direct responsibility for the firm’s retirement plans... Read More
BY NAPA Net Staff | 7/15/2022
Principal Financial Group® announced July 14 that industry veteran Teresa Hassara will join the company to lead its workplace savings and retirement business.
Hassara has spent... Read More
BY NAPA Net Staff | 7/14/2022
Ascensus announced July 14 that Kasey Price, the firm’s head of Sales, will assume the role of President of FuturePlan by Ascensus on Aug. 1, 2022.
She will succeed Teresa Hassara... Read More
BY NAPA Net Staff | 7/5/2022
An advisory firm’s client information was exposed via a hack… of its printing vendor.
According to a filing with the Maine Attorney General’s office, on March 16, 2022, Cetera Financial... Read More
BY NAPA Net Staff | 6/21/2022
Edelman Financial Engines has announced the launch of Income Beyond Retirement (IBR), a retirement income solution designed for 401(k) plan participants who are in or near retirement.
According to... Read More
BY NAPA Net Staff | 6/10/2022
Matrix Trust Company, a subsidiary of New York-based Broadridge Financial Solutions, Inc., has announced the launch of a new collective investment trust (CIT), in conjunction with Mesirow Financial... Read More
BY NAPA Net Staff | 6/8/2022
Independent operational fiduciary Group Plan Systems, LLC has signed an agreement with JULY Business Services to serve as recordkeeper and third-party administrator to a Pooled Employer Plan (PEP)... Read More
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