Products

The firm is also offering a 90-day trial period of its managed account solution to retirement plan participants.

The pooled employer plan that will launch in 2021 is for small and mid-sized employers.

The digital platform was built to help affiliated advisers foster connections.

With its PEP, the firm plans to simplify plan administration and reduce fiduciary risk to help more businesses offer a retirement plan.

Called Amplify, it is meant to make it easier for TPAs, plan sponsors, recordkeepers and participants to handle distributions.

The company continues to add to its digital retirement and financial wellness tools.

Fi360 scores can recommend best-fit products while staying in compliance with Reg BI requirements.

The consultant has selected Empower Retirement as a recordkeeper for its outsourced 401(k) solution as well as for the intended pooled employer plan.

It integrates Form 5500 data with a customer relationship management system.

The investment firm has also added personalized financial wellness digital capabilities.

Additionally, in 2021, Nationwide will introduce several in-plan lifetime income options that pair income guarantees with TDFs.

Lockton announced in August that its new outsourced administrative responsibilities (OAR) practice will make PEPs the first order of business.

SS&C Technologies will act as the underlying recordkeeper for the Everyday 401(k) small-business retirement plan solution, which the firm’s leadership says will complement the existing Retirement Link platform backed by Empower.

The offering includes participant recordkeeping and compliance monitoring.

The aim of PartnerLens is to help advisers serve clients more effectively.