Products June 1, 2016

Retirement Plan Enrollment Solution Launched by vWise

Designed specifically for plan providers, advisers, and their plan sponsor clients, SmartEnroll reduces the complexities and print/mail costs associated with retirement plan enrollment.
Reported by

vWise, Inc., provider of digital solutions for retirement plan providers and advisers, has launched SmartEnroll, an online enrollment solution.

Designed specifically for plan providers, advisers, and their plan sponsor clients, SmartEnroll reduces the complexities and print/mail costs associated with retirement plan enrollment. Extremely flexible, easy to deploy and accessible on any device, SmartEnroll can be used to enroll new participants and facilitate recordkeeper transitions.

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Based on behavioral finance fundamentals, and the way today’s digital-savvy audience interacts with media, the vWise solution delivers relevant, bite-sized content that can be watched, skipped, or watched again. The interactive video solution is designed to drive engagement and spur specific actions, whether it’s completing a risk questionnaire, selecting a deferral amount, or choosing investments. The SmartEnroll experience can be delivered in English or Spanish, and customized to reflect the plan sponsor’s brand and preferences.

SmartEnroll also offers comprehensive data capture and on-demand reporting, thereby reducing providers’ administrative and call center burdens, as well as the costs associated with enrollment kit printing and distribution. In addition, when used in tandem with SmartConnect (vWise’s two-step, secure email capture tool), vWise solutions facilitate ongoing targeted participant outreach, communication, and education.

More information is at www.vwise.com.

Deals & People June 1, 2016

NFP Acquires ERISA Fiduciary Advisors

Joining forces will expand the services and scope of both firms, executives say. 
Reported by

NFP, provider of insurance, brokerage and employee benefits services, has announced the acquisition of ERISA Fiduciary Advisors (EFA), a firm founded in 2005 as an independent, fee-based RIA and plan consultant.

EFA has offices in Weston and Stuart, Florida, and specializes in implementing comprehensive fiduciary management processes for plan sponsors. The firm also provides wealth management services coupled with fiduciary oversight.

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The firm’s principals, Thomas Bastin and Bradley Larsen, will each assume the role of southeast region managing director, reporting to Nick Della Vedova, president of the retirement division at NFP.

Commenting on today’s announcement, Della Vedova says his firm expects the acquisition of EFA to help meet new challenges in an evolving regulatory landscape, “particularly as we look to expand our presence in the Southeast region.”

For more information, visit www.NFP.com.

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