News

Envestnet Revamps Impact Investing Tool

Envestnet, Inc. has enhanced the capabilities of its Impact Investing Solutions platform, through which retirement plan clients can develop socially responsible investing (SRI) programs.

USRP Acquires Common Remitter Business

U.S. Retirement Partners (USRP), through its U.S. Employee Benefits Services Group (USEBSG) division, has acquired the Common Remitter Services business of CPI Qualified Plan Consultants, Inc.

Retirement Savings Stuck in Neutral

More Americans realize they aren’t on track to meet retirement income needs, according to Northwestern Mutual, but the country as a whole is struggling to address longevity risk.

Firms Offer Uncashed Checks Services

Matrix Financial Solutions selected Risk Compliance Performance Solutions (RCP) to provide uncashed check mitigation services to its qualified retirement plan clients.

Trust Builders to Revamp TRAK Software

Retirement planning software provider Trust Builders, Inc. is partnering with employee benefits and compliance expert Kristi Cook on the next release of The Retirement Analysis Kit (TRAK) system.

Mercer Appoints DC Market Leader

Consulting firm Mercer appointed Scott Jarboe as the next leader of retirement-related consulting services in the firm’s Baltimore and Washington, D.C., markets.

Aspire Financial Launches TPA Playbook

Aspire Financial Services released the TPA Playbook for Success, a proprietary education and communication tool designed to drive competitive advantage for the firm’s third-party administrator (TPA) partners.