15th Anniversary of RPAY: Heffernan Financial Services
Despite the lack of in-person communication in 2020, the practice has gained a fair amount of new business by disseminating...
Products & Services
Securian Financial, BenefitEd Partner on Education Benefits
The new offerings include employer-assisted student loan repayment and college savings.
Franklin Templeton Partners With Vestwell on Adviser Managed Account Platform
The solution allows plan sponsors to rethink their default option by choosing an investment model for each employee, rather than a single target-date series.
401(k) Plan Co. Launches PEP as Alternative to CalSavers
The firm says the new PEP features higher contribution limits relative to CalSavers.
15th Anniversary of RPAY: Cammack Retirement Group
The firm has seen its assets nearly double in only a few years, which senior partner Mike Volo says is...
Congress Extends Student Loan Repayment Provision to 2025
Employers will be allowed to make tax-free contributions of up to $5,250 per employee annually toward eligible education expenses, including tuition or student loan assistance.
Measuring Success an Important Part of Financial Wellness Programs
Whether they take part in implementing the programs or not, advisers can help clients establish metrics for measuring the success of financial wellness programs.
Investment Product and Service Launches
Nuveen expands TDF solutions with new series; Avantis releases first bond ETF; Vanguard offers TRFs; and more.
OneAmerica Launches Simplified Multi-Plan Tool
The feature comes at a time when administering multiple plans at once can be a confusing process for employers with little knowledge of the retirement industry.
Ameritas Introduces Two Retirement Plan Choices
The Ameritas GPS platform and a 403(b) program aim to help participants meet financial goals.
Practice Lessons Learned From the Pandemic
Virtual meetings and more personalized financial wellness programs are expected to continue.
Benetic Introduces Provider Search Platform Tool
The new platform claims to reduce ‘months into minutes’ for RFIs and RFPs.
‘Annexus Retirement Solutions’ Launch Signals Rise of DC Plan Lifetime Income
The firm says the formal launch of Annexus Retirement Solutions precedes the rollout of innovative in-plan retirement income solutions in 2021.
15th Anniversary of RPAY: Rita Fiumara
Rita Fiumara of UBS Financial Services Inc. is an early entrant into the retirement plan industry, having worked in the...
15th Anniversary of RPAY: The Catanella Institutional Consulting Team
The practice, overseen by a father-son pair, has experienced strong growth while staying committed to the middle-market segment.
Investment Product and Service Launches
Nationwide announces new suite of in-plan annuities; SC Ventures and Northern Trust to launch Zodia Custody; Wilmington Trust and Neuberger...
Paychex Introduces a Pooled Employer Plan
The firm says the PEP will reduce fiduciary liability for employers.
Vestwell Partners With Envestnet on 3(38) Services
The services will now be available to Vestwell advisers.
Investment Service and Product Launches
Domini Impact Investments releases mutual fund; FIDx partners with American Equity and Eagle Life; and ASI launches several ESG-focused funds.
As Pandemic Drags On, Don’t Let Clients Forget the Fundamentals
Advisers should watch out for unwitting partial plan terminations tied to layoffs and lasting damage to employees’ retirement readiness caused by hardship withdrawals.