The former owner is also barred from serving as a fiduciary, trustee, agent, or representative to an employee benefit plan.
“For advisers, whether you have multiple plans or are new to the business, ReadyPlan’s simplicity means reduced time commitment and the potential for increased operational efficiency,” says Steve Chappell, Securian’s vice president of retirement plan sales.
The mobile app looks to increase productivity for when plan sponsors have no access to their desks.
Retirement Pathfinder is dynamic, allowing for ad-hoc changes and a host of different scenarios.
“OnePension is a good fit at the workplace for plan sponsors wanting to provide participants an annuity (guaranteed lifetime income) to ensure that employees, once their working career is finished, have retirement income,” says Pete Welsh, vice president and managing principal, OneAmerica Retirement Services.
Through a new strategic partnership boosting its direct-to-adviser footprint, LifeYield will make its proprietary Taxficient Score available to United Planners’ nearly 500 financial advisers.
Broadridge and Morningstar Partner to Help Investment Manager Identify Adviser and Consultant Sales Opportunities; Advantus Rebrands as Securian Asset Management; and Northern Trust to Provide Services for New Morningstar Funds.
Retirement plan administration platform the LightPoint Kingdom(k) retirement plan aims at Christian business owners.
Russell Investments Discusses New ESG Finding; Merrill Lynch Brand Designs ESG Portfolios; and EDHEC-Risk Institute Examines Retirement Products and TDFs.
The guide includes information on rollovers, loans, hardship withdrawals and much more.
The site was redesigned using advanced analytics and Artificial Intelligence to better understand their wants and needs.
The financial wellness and literacy program is meant to help employers address the hard costs of high-turnover, absenteeism and financial hardship of their employees.
The IPX platform provides RIAs with a more manageable entry point into the complex 403(b) and 457(b) markets by streamlining the requisite custody, trust, trading and administrative services.
Offered by Alight Solutions, WealthSpark combines highly customized investment portfolios designed by AllianceBernstein (AB) with Personal Capital’s digital wealth management tools.
A new brokerage window option allows advisers with relationships with 401(k) participants have access to participant accounts.
The report is being generated by MassMutual’s Defined Benefit actuarial and investment consultants with the goal of helping sponsors maintain an integrated actuarial and investment policy to manage their plan.
Neuberger Berman Addresses Volatility with PutWrite Fund; PanAgora Adds ESG Alpha Factors; and Hartford Funds Expands ETF Roster.
New features allow users to view Employee Benefit Plan Audit Prospecting ReSource firm histories dating back to the 1999 plan year.
Cafaro Greenleaf is offering these services to address the financial needs of many of the participants in the retirement plans it advises.
The solution is aimed at helping advisers and home offices realize better efficiencies and increase transparency in retirement plan management.