Service Providers

Service Providers covers issues related to record keepers, TPAs, DCIO firms and broker dealers. The stories below feature mergers and acquisitions, partnerships, research results, new or updated products and services, and comments on major trends affecting providers.

By NAPA Net Staff5/8/2015 • 0 Comments

Envestnet Retirement Solutions (ERS) announced May 7 that Securities America, Inc. will offer its more than 2,000 independent advisors access to ERS’s leading retirement advisor workstation. READ MORE

By Jeffrey Hemker5/5/2015 • 0 Comments

Last holiday season my wife gave me a wonderful gift — a Fitbit. It’s a small device you wear or carry all day to count how many steps you take and how many calories you’re burning. I was skeptical to say the least. READ MORE

By Fred Barstein5/5/2015 • 0 Comments

In another sign of record keeper consolidation, NADART, the retirement plan offered by the National Automobile Dealers Association, has announced that it is exiting the 401(k) plan business and moving all plans to Empower-Retirement.

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By Jeffrey Hemker4/21/2015 • 0 Comments

While grocery shopping in Skokie, Ill., 30 years ago, I learned a very interesting communication skill from a harried mother urging her son choose a package of chewing gum in the checkout line. In a hurry and frustrated, she simply said, “Pick one now — green, yellow or white.” READ MORE

By Fred Barstein4/20/2015 • 0 Comments

Charlie Nelson, who led the retirement business of Great-West through its integration with Empower Retirement, will join Voya Financial as CEO of Retirement on May 1. READ MORE

By Fred Barstein4/13/2015 • 0 Comments

When choosing a new fund, which DCIOs do plan sponsors consider? READ MORE

By Tom Rowley4/6/2015 • 0 Comments

The process seems pretty simple — you fill out the beneficiary form when you open your IRA account, tuck it away, and you’ve secured your legacy for your loved ones. What could possibly go wrong? Well, let’s see … READ MORE

By NAPA Net Staff3/30/2015 • 0 Comments

The Principal Financial Group® announced March 25 that it has consolidated new and existing resources into a retirement transition program that offers an increased level of engagement, education and service for participants age 55 and older. READ MORE

By NAPA Net Staff3/27/2015 • 0 Comments

Empower Retirement received the Deal of the Year award at the 22nd annual Mutual Fund Industry Awards, held in New York City on March 26. READ MORE

By NAPA Net Staff3/18/2015 • 0 Comments

UBS Wealth Management Americas announced March 17 that it has renamed its retirement plan consulting business, UBS Retirement Plan Consulting Services. The business was formerly known as the DC Advisory Program. READ MORE

By Tom Rowley3/11/2015 • 0 Comments

DST and IRA? READ MORE

By NAPA Net Staff3/9/2015 • 0 Comments

At its annual national sales meeting, OneAmerica® unveiled a new a practice management program for financial advisors that offers strategies in areas such as sales, marketing, branding, HR, client services, finance and operations. READ MORE

By NAPA Net Staff3/4/2015 • 0 Comments

Broadridge Financial Solutions, Inc. announced March 3 that it has acquired Direxxis LLC, a provider of cloud-based marketing solutions and services, to expand its suite of solutions for wealth and asset managers. Financial terms were not disclosed. READ MORE

By NAPA Net Staff2/27/2015 • 0 Comments

Vanguard plans to expand its low-cost target-date lineup with an array of new mutual funds and trusts for institutional investors by the end of the second quarter, the company announced Feb. 26. Additionally, Vanguard will increase the exposure to international equity and fixed income in several all-in-one funds, including the Target Retirement Funds. READ MORE

By NAPA Net Staff2/26/2015 • 0 Comments

Fidelity Investments® announced Feb. 26 an innovative new program designed to motivate investors to accelerate their retirement preparedness through a matching contribution component to qualifying IRAs. READ MORE

By Jon Vogler2/24/2015 • 0 Comments

As expected, President Obama’s fiscal year 2016 federal budget proposal, released on Feb. 2, includes many retirement-related items. Here’s a brief recap of key retirement provisions. READ MORE

By Tom Rowley2/12/2015 • 0 Comments

Many people have asked how the retirement proposals in a fact sheet published before President Barack Obama’s State of the Union address will affect them. The answer is they won’t — only proposals that become law affect citizens. READ MORE

By NAPA Net Staff2/11/2015 • 0 Comments

Voya Financial announced Feb. 10 that its Retirement Solutions business has added a new retirement income investment option to its record keeping platform. READ MORE

By NAPA Net Staff2/10/2015 • 0 Comments

Greenspring Wealth Management, Inc., announced Feb. 3 the launch of Target Date (k)larity®, an evaluation tool to help DC plan fiduciaries and committees choose the most appropriate TDF strategy for their participants and to help fulfill their fiduciary duties. READ MORE

By NAPA Net Staff2/5/2015 • 0 Comments

Cafaro Greenleaf announced Feb. 5 the launch of its ERISA 3(21) and 3(38) Investment Fiduciary Services. READ MORE

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