Franklin Templeton has engaged Stadion to provide technology and consulting services to support Franklin Templeton’s Goals Optimization Engine (GOE).
According to a press release, GOE... Read More
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BY NAPA Net Staff | 8/24/2021
Transamerica announced Aug. 23 that it has launched a new Retirement Plan Exchange® that will be available solely through UBS Financial Advisors and will feature the UBS... Read More
BY Ted Godbout | 8/18/2021
Last year, the Department of Labor established an e-delivery rule allowing plan sponsors to communicate retirement plan information electronically. But is there more that can be done to get... Read More
BY NAPA Net Staff | 8/17/2021
Allianz Life Insurance Company of North America has teamed up with Morningstar Investment Management LLC to help individuals allocate their retirement savings to its annuity products through the... Read More
BY NAPA Net Staff | 8/5/2021
Hub International recently announced the launch of HUB Workforce Persona Analysis, a new employee benefits consulting solution that helps employers optimize their employee benefits program.... Read More
BY NAPA Net Staff | 8/5/2021
Retirement plan services provider FPS Group has changed its name to IPX Retirement, effective immediately.
According to the firm’s announcement, the rebrand reflects the name of their... Read More
BY NAPA Net Staff | 8/4/2021
OneDigital and Ascensus have “co-created” a small market solution for retirement plans.
The OneDigital Complete Retirement Solution offering includes Personalized Portfolios, OneDigital’s managed... Read More
BY NAPA Net Staff | 8/3/2021
LeafHouse Financial and iJoin have announced that they are teaming up on a new advisor managed account solution that addresses key employer and advisor requirements, and seeks to help individual... Read More
BY NAPA Net Staff | 8/2/2021
New York Life announced Aug. 2 that it is partnering with The American College of Financial Services on a modularized curriculum to support the path to specialization for the company’s financial... Read More
BY NAPA Net Staff | 7/26/2021
GTCR LLC and Reverence Capital Partners, L.P. today announced that upon closing of their acquisition of Wells Fargo Asset Management (WFAM), the newly independent company will be rebranded as... Read More
BY NAPA Net Staff | 7/26/2021
Aon and Willis Towers Watson have “mutually agreed to terminate their combination agreement”—“and end litigation with the U.S. Department of Justice (DOJ).”
Announced in March 2020, Aon’s $30... Read More
BY NAPA Net Staff | 7/22/2021
Allianz Life Insurance Company of North America is entering the defined contribution market with the launch of its Allianz Lifetime Income+ Annuity, according to an announcement by the firm.
The... Read More
BY Nevin E. Adams, JD | 7/21/2021
The consolidation trend in recordkeepers continues—and arguably accelerates—with the latest big industry acquisition.
Empower Retirement and Prudential Financial, Inc. have announced they have... Read More
BY NAPA Net Staff | 7/21/2021
Morgan Stanley at Work announced that it has joined with Vestwell on an innovative retirement recordkeeper partnership for plan sponsors.
According to the release, the new partnership will help... Read More
BY NAPA Net Staff | 7/14/2021
Fidelity Institutional has added four new target allocation mixes in its Fidelity Target Allocation, Fidelity Target Allocation Blended and Fidelity Target Allocation Index-Focused Model Portfolio... Read More
BY Ted Godbout | 7/9/2021
Thinking about engaging a 3(21) or a 3(38) fiduciary? A new podcast by CAPTRUST discusses some of the key distinctions in terms of the risks and responsibilities.
In the latest episode of “... Read More
BY NAPA Net Staff | 7/7/2021
Franklin Templeton has collaborated with California-based vWise, Inc. to integrate technology, predictive analytics and behavioral finance to deliver a personalized investment solution to improve... Read More
BY NAPA Net Staff | 7/2/2021
The financial services organization and principal franchise of Equitable Holdings recently announced the addition of customized managed accounts and a cash balance plan to its group retirement plans... Read More
BY NAPA Net Staff | 6/29/2021
Mike Domingos is joining OneAmerica in a new leadership role designed to boost the company’s growth and its commitment to the firm’s retirement business, the firm announced June 29.
As head... Read More
BY NAPA Net Staff | 6/29/2021
Michael Garberich has joined the firm as Senior Investment Officer and as Director of Analytics at its investGrade software venture, LeafHouse Financial announced June 28.
Garberich... Read More
BY NAPA Net Staff | 6/24/2021
American Trust Company, provider of retirement solutions to small- and mid-sized plan sponsors, has signed a definitive agreement to acquire Denver-based LT Trust Company.
The acquisition,... Read More
BY NAPA Net Staff | 6/22/2021
To help retirement savers with their financial security, Voya Financial has launched a new stable value solution that provides differentiated sector allocations and manager diversity.
Known... Read More
BY NAPA Net Staff | 6/21/2021
Lincoln Financial Group is building on the personalized investment programs offered through Morningstar Investment Management’s advisor managed accounts service to enable additional customization... Read More
BY NAPA Net Staff | 6/15/2021
Voya Financial has unveiled new enhancements to its retirement plan participant website that will provide individuals with a more streamlined user experience, making it easier to both monitor and... Read More
BY NAPA Net Staff | 6/8/2021
With broker dealers and advisors at risk of prohibited transactions when recommending IRA rollovers if they are not in compliance with the DOL’s PTE 2020-02, Fiduciary Decisions has put forward... Read More
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