Ameritas Launches New Retirement Plan Platform

Ameritas Investment Corp. (AIC) launched a new retirement plan platform equipped with an array of tools to help advisers serve retirement plan sponsors.

The new offering is a partnership between AIC and Envestnet | Retirement Solutions (ERS) Practice Advantage.

Tools include a client relationship management (CRM) offering, adviser management dashboard, investment analytics, fund research and monitoring reports, request for proposal (RFP) tools, vendor search tools, a secure online vault and plan fee reporting and disclosure. The platform will also enable advisers to customize 408(b)(2) reporting.

“I’m delighted to offer this platform powered by ERS to help us meet the needs of our retirement plan clients,” says AIC President Cheryl Heilman. “The new platform demonstrates our commitment to providing leading edge wealth management tools for our advisers.”