PLANADVISER 2015 Top 100 Advisers – Profile of the Day |
“Channel Financial is a Minneapolis-based independent retirement consulting firm recognized nationally for our thought leadership,” the firm tells PLANADVISER. “We focus on improving the retirement experience by making the complex simple.”
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A Mismatch Between Financial Benefits and Help |
The mismatch between the sources of employees’ financial benefits and the sources of financial guidance means that many employees do not know how to use these programs effectively.
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Investment Product Launches for the Week |
This week’s new investment products and services include expanded institutional trading capabilities from CAPIS and Invest ‘n Retire; an investment-focused variable annuity from Nationwide; a multi-asset income fund from Fidelity; and a flexible QLAC from New York Life.
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Enhanced Retirement Solutions Expands Into TPA Business |
Enhanced Retirement Solutions, a retirement plan consulting firm, will now offer third-party administration services, including plan design, documentation, compliance support and administration.
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