Products

Resources continues to expand its proprietary advice solution across multiple recordkeeping platforms.

The company is waiving setup fees for 401(k) plans through May 21.

The new offering is available through a partnership with Financial Finesse.

The plan features a professionally managed investment lineup and fiduciary services.

The solution connects the retirement plan experience with financial wellness education and planning.

It will offer a highly personalized digital experience that can integrate other assets.

A collaboration with Equifax helps employers understand financial stressors affecting employees.

John James says advisers can use their expertise and experience to advance much-needed discussions about improving retirement policy here in the U.S.

The service assumes a multitude of key plan administrative responsibilities.

The solution can be traded like mutual funds, delivers maximized returns and offers distribution flexibility.

While there is still a learning curve when it comes to advisers understanding their role in the pooled employer plan marketplace, providers entering the space say the future is bright.

The firm is also extending its personalized retirement advice program to all plan clients.

The partnership creates a single, easy-to-navigate platform where participants can access all their benefits information.

The partnership gives RightBRIDGE users access to detailed employer-sponsored plan data.

The offering is billed as a new and affordable way for independent financial advisers to obtain ACA-compliant medical health insurance for themselves, their licensed staff and their families.