Products May 20, 2009

MassMutual Adds Education Content to Web Site

MassMutual's Retirement Services Division recently added new holistic financial planning content to the MassMutual RetireSmart Academy, its participant education Web site.
Reported by

A MassMutual news release said the newest content includes a variety of calculators, interactive charts, audio tutorials, articles, and seminars that enable participants to explore a variety of financial topics at various life stages including “Buying Your First Home,” “Helping to Care for Aging Parents,” “Estate Planning Basics,” and more.

“Today more than ever, participants are looking to trusted sources for information—not just about retirement planning and saving—but also on all manner of financial topics,” said E. Heather Smiley, chief marketing officer for MassMutual’s Retirement Services Division, in the news release. “We will continue to respond to their needs by expanding our offering of educational information and tools on RetireSmart Academy.”

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

The site is here.


Deals & People May 20, 2009

EPIC Advisors Partners to Expand Sales in Southwest

EPIC Advisors, Inc., announced it has entered into a strategic partnership with Structured Wealth Management, Inc., of Fort Worth, Texas, to represent EPIC's services in the Southwest.
Reported by

A press release said Structured Wealth Management will provide heightened visibility for EPIC to bank trust departments and other financial intermediaries in Texas, Oklahoma, and New Mexico. According to Todd Latham, executive vice president and principal of Structured Wealth Management, “On behalf of EPIC, we will be primarily focused on developing and initiating bank trust department and other financial intermediary relationships for EPIC offering high-touch, solution-driven services for retirement plan sales.”

Structured Wealth Management is a registered investment adviser (RIA) offering fee-based investment management and consulting services, with a focus on qualified plans sold through bank trust.

Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.

EPIC Advisors, Inc., is a 401(k) plan recordkeeping firm serving financial institutions and small to mid-sized companies.

«