Ascensus announced July 14 that Kasey Price, the firm’s head of Sales, will assume the role of President of FuturePlan by Ascensus on Aug. 1, 2022.
She will succeed Teresa Hassara... Read More
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Service Providers
BY NAPA Net Staff | 7/5/2022
An advisory firm’s client information was exposed via a hack… of its printing vendor.
According to a filing with the Maine Attorney General’s office, on March 16, 2022, Cetera Financial... Read More
BY NAPA Net Staff | 6/21/2022
Edelman Financial Engines has announced the launch of Income Beyond Retirement (IBR), a retirement income solution designed for 401(k) plan participants who are in or near retirement.
According to... Read More
BY NAPA Net Staff | 6/10/2022
Matrix Trust Company, a subsidiary of New York-based Broadridge Financial Solutions, Inc., has announced the launch of a new collective investment trust (CIT), in conjunction with Mesirow Financial... Read More
BY NAPA Net Staff | 6/8/2022
Independent operational fiduciary Group Plan Systems, LLC has signed an agreement with JULY Business Services to serve as recordkeeper and third-party administrator to a Pooled Employer Plan (PEP)... Read More
BY NAPA Net Staff | 6/7/2022
Last week we announced the ninth annual list of NAPA Top 100 Defined Contribution (DC) Wholesalers—today we are pleased and proud to share the Top 10 in both recordkeeping and DCIO categories.... Read More
BY NAPA Net Staff | 5/31/2022
Putnam Investments is repositioning its Putnam RetirementReady Funds target-date series as the Putnam Sustainable Retirement Funds, employing sustainability-focused principles and strategies. ... Read More
BY NAPA Net Staff | 5/27/2022
In what was described as a “response to record demand for Valuation and M&A Services,” Wise Rhino Group, Inc. has entered a partnership with Greg Koleno of Zuna Holdings.
According to the... Read More
BY NAPA Net Staff | 5/25/2022
Empower and Rockefeller Capital Management are partnering to offer the next evolution in retirement investing with innovative technology, a diverse menu of expertly managed investment options and... Read More
BY NAPA Net Staff | 5/19/2022
Strategic Retirement Partners has selected Securian Financial as the pooled plan provider and recordkeeper for their WELLthBUILDER pooled employer plan.
The WELLthBUILDER PEP offers broad and... Read More
BY NAPA Net Staff | 5/13/2022
Transamerica has announced the addition of emergency savings accounts as a new employee benefit. Through new strategic relationships with Millennium Trust Company and SecureSave, the new... Read More
BY NAPA Net Staff | 5/12/2022
Fidelity Institutional®, the division of Fidelity Investments® dedicated to providing technology, solutions and insights to wealth management firms and institutions... Read More
BY NAPA Net Staff | 5/10/2022
Kestra Financial, in partnership with Envestnet Retirement Solutions, has announced the launch of an integrated platform designed to enhance and advance retirement plan engagements at no additional... Read More
BY NAPA Net Staff | 5/5/2022
The Retirement Income Consortium has launched—with the “shared goal of supporting greater access for workers to retirement income solutions”—and the American Retirement Association is a member.... Read More
BY NAPA Net Staff | 5/3/2022
Principal Global Investors has unveiled an expanded model portfolio offering featuring 37 new portfolios and a fintech-enabled portfolios solution to help advisors better serve their clients.... Read More
BY Nevin E. Adams, JD | 4/26/2022
Despite recent cautions (warnings?) from the Labor Department, Fidelity has unveiled a new “digital assets” capability for 401(k) plans.
According to an April 26 press release, with this new... Read More
BY Michael P. Barry | 4/13/2022
I’d like to start what is likely to be a series of columns on the possibility that we are or may be moving to a provider-based retirement benefit system.
What problems might be solved by... Read More
BY NAPA Net Staff | 4/12/2022
LeafHouse Financial and LDI-MAP (d.b.a. iJoin) have struck up partnerships with more than a dozen recordkeepers to deliver the LeafHouse-iJoin Managed Account Program.
The program combines... Read More
BY Ted Godbout | 4/7/2022
For advisors who do not have a DC wholesaler they view as a trusted partner, it’s worth the effort to find them, as they can serve as a valuable resource to help advisors build, grow and manage their... Read More
BY NAPA Net Staff | 4/4/2022
Capital Group, home of American Funds, along with the Workplace Solutions group within Morningstar Investment Management, have announced a new target date service designed to meet individual... Read More
BY John Ortman | 4/4/2022
What should advisors be asking their TPAs? What should they be getting from them? What makes the difference between a good TPA and a bad one? And how can advisors and TPAs improve their working... Read More
BY NAPA Net Staff | 3/31/2022
Annexus Retirement Solutions has joined forces with State Street Global Advisors—the world’s fourth largest asset manager—to develop a target date fund (TDF) with an embedded income solution for the... Read More
BY NAPA Net Staff | 3/24/2022
A unique partnership has teamed up to introduce a group plan offering[i] with an ESG-focused target-date fund series.
Transamerica has announced that it is partnering with FuturePlan by... Read More
BY Nevin E. Adams, JD | 3/17/2022
In an effort to “cater to its retirement plans,” Vanguard has triggered an “elephant stampede”—and a lawsuit.
There have been several target-date fund lawsuits of late—but this one came from a... Read More
BY NAPA Net Staff | 3/16/2022
Transamerica has announced the appointment of Jamie Ohl as President of its Individual Solutions division and a member of the Transamerica Management Board, effective March 30, 2022.
Ohl... Read More
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