Tag: retirement plan platform

The companies are offering a secure platform for advisers to manage client workplace retirement accounts.

The Workplace Retirement Plan Portal is intended to automate setup of simplified employee pension plans and other individual retirement accounts.

The plan features a professionally managed investment lineup and fiduciary services.

The firm has launched Price Smart, a digital solution that is now part of Retirement Link.

The firm says it offers features often reserved for large plans, such as fiduciary support and interactive, digital tools.

It offers a comprehensive array of tools to help advisers serve retirement plan sponsors.