Products & Services June 30th, 2025 Capital Group Enhances RecordkeeperDirect Platform The company wants to be a “partner of choice” for retirement plan advisers working with small and mid-sized retirement plans.
Products January 7th, 2021 Franklin Templeton Partners With Vestwell on Adviser Managed Account Platform The solution allows plan sponsors to rethink their default option by choosing an investment model for each employee, rather than a single target-date series.
Products October 2nd, 2020 Ascensus to Launch a Customizable Retirement Digital Sales Experience The system will be rolled out to advisers in the fourth quarter and to other institutional partners shortly thereafter.