David Blanchett, Morningstar’s former Director of Retirement Research, has moved on to a Prudential unit.
QMA, the quantitative equity and multi-asset solutions specialist of PGIM, the $1.5... Read More
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Service Providers
BY NAPA Net Staff | 6/3/2021
Sue Reibel has been appointed chief executive officer for John Hancock’s U.S. retirement plan and recordkeeping business.
Reibel was previously Manulife Investment Management’s global head of... Read More
BY NAPA Net Staff | 6/3/2021
Citing regulatory considerations related to its pending merger with Willis Towers Watson, Aon announced plans to sell off its U.S. retirement business and retiree health exchange platform.
Aon has... Read More
BY NAPA Net Staff | 5/27/2021
OneDigital announced May 26 that it has acquired Impact Benefits & Retirement, and Strategic Employee Benefit Services of Oregon (SEBS of Oregon).
The joint partnership significantly... Read More
BY NAPA Net Staff | 5/25/2021
T. Rowe Price has filed prospectus supplements with the Securities and Exchange Commission (SEC) to lower fees on its existing target date portfolios—and announced plans to expand its TDF lineup.... Read More
BY NAPA Net Staff | 5/19/2021
In what it characterized as an “acceleration” of the transformation of its full-service recordkeeping business, T. Rowe Price has announced plans to transfer responsibility for its retirement... Read More
BY NAPA Net Staff | 5/14/2021
FPS Group, home of the IPX recordkeeping platform and safe harbor IRA solution, has expanded its executive leadership team in response to record growth.
According to a May 10 announcement,... Read More
BY NAPA Net Staff | 5/11/2021
In a move to increase its position in the health saving and spending account market, Voya Financial has entered into an agreement to purchase third-party administrator Benefit Strategies, LLC.... Read More
BY NAPA Net Staff | 4/29/2021
Empower Retirement has announced plans to launch a “highly personalized digital experience” via a new website for all 12 million Empower retirement plan participants and individual investors,... Read More
BY Ted Godbout | 4/26/2021
Amid continuing interest from private equity firms in purchasing recordkeepers, Ascensus is the latest to enter into an acquisition agreement.
According to an April 26... Read More
BY NAPA Net Staff | 4/19/2021
Pentegra announced April 19 that it will partner with EPIC Retirement Plan Services to offer ERISA 3(16) fiduciary solutions in conjunction with the firm’s recordkeeping platform.
The 3(16)... Read More
BY NAPA Net Staff | 4/15/2021
In recognition of the expansion and broadening of its mission and service offering, the Tigard, Oregon-based firm has announced that it is rebranding as Fiduciary Decisions (FDI).
“We started our... Read More
BY NAPA Net Staff | 4/13/2021
Voya Financial has announced the launch of new distribution portfolios for its nonqualified deferred compensation (NQDC) plans.
Developed with Voya Investment Management’s Multi-Asset... Read More
BY NAPA Net Staff | 4/12/2021
Pentegra, in conjunction with The 401(k) Plan Company, has announced the launch of an independent Pooled Employer Plan (PEP) open to any 401(k) plan sponsors and advisors.
The new PEP... Read More
BY NAPA Net Staff | 4/2/2021
American Trust has teamed up with TAG Resources to introduce a Pooled Employer Plan.
According to a press release, the American Trust PEP offers several distinct benefits, including:... Read More
BY NAPA Net Staff | 3/23/2021
Voya Financial has announced the launch of its new advisor managed accounts program in collaboration with Morningstar Investment Management.
According to the firm’s announcement, the program... Read More
BY NAPA Net Staff | 3/11/2021
Milliman is working with Resources Investment Advisors to introduce Morningstar advisor managed accounts services to its joint clients.
Advisor managed accounts allow a plan’s... Read More
BY NAPA Net Staff | 3/9/2021
Franklin Templeton has partnered with financial education company iGrad to develop a financial wellness digital platform designed for financial professionals to share with defined contribution plan... Read More
BY NAPA Net Staff | 3/8/2021
TAG Advisors, a branch within Cambridge Investment Research, Inc. with more than 300 advisors in 29 states, has announced the launch of its new Pooled Employer Plan (PEP) with Voya Financial, Inc.... Read More
BY Nevin E. Adams, JD | 3/5/2021
An intriguing “consortium” of retirement plan providers have teamed up on a new QDIA offering that incorporates a retirement income solution.
The product—tagged Income AmericaTM 5ForLife—is a... Read More
BY NAPA Net Staff | 3/5/2021
Prudential announced recently that it will partner with Wellthy to offer a caregiving concierge service to the firm’s retirement employer clients, serving as a workplace benefit for the more than 15... Read More
BY John Iekel | 3/2/2021
Nine independent TPAs have formed a new partnership, the Cerrado Group. The 501(c)6 consortium made the announcement on March 1.
According to the partnership’s website, ... Read More
BY NAPA Net Staff | 2/25/2021
Transamerica announced Feb. 25 that it was chosen to be the retirement plan provider for a multiple employer 401(k) plan created by the Greater Akron Chamber.
Bringing a new retirement plan... Read More
BY NAPA Net Staff | 2/24/2021
Wells Fargo & Company has entered into a definitive agreement to sell Wells Fargo Asset Management (WFAM)—including the business of acting as trustee to its collective investment trusts and all... Read More
BY NAPA Net Staff | 2/16/2021
CAPTRUST Financial Advisors announced Feb. 16 that Cammack Retirement Group has joined the firm.
With $154 billion in assets under advisement (AUA), the addition of Cammack Retirement elevates... Read More
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