Tag: Partnerships

The firms say held-away accounts often represent a large opportunity for individuals to grow their net worth, but they have historically been challenging for advisers to support.

The partnership is said to improve the integration of pension actuarial and liability analytics into Graystone Consulting’s investment advice.

Advisers can view information across all plans, compare plan performance against industry benchmarks and review individual plan or participant-level data.

The alliance will allow advisers to have an ‘end-to-end’ process for retirement advice and design solutions.

The SPARK Institute and DCIIA will work together to accelerate the development of retirement plan industry technology, prevent cyberfraud and study the potential role of blockchain.

The solution from LDIntelligence allows ABG member firms to deploy the iJoin enrollment, engagement, analytics and managed account platform.

The firm will be presenting the tool to its own network of advisers.

Over the last few years, all three federal agencies that regulate retirement plans have been focusing on missing participants; advisers have a key role to play when it comes to helping clients ensure compliance.

Advisers generally are not qualified to represent their clients before the IRS, and so they generally must shy away from offering tax advice; but that doesn’t mean they can afford to ignore the broad or specific implications of recent tax reforms for their clients.