Search Results for: retirement plans

Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors
Business Fintech News

Envestnet Offers Retirement Analytics to Enterprise Home Offices, Bolstering Intelligence-Driven Business Insights

Fintech News Desk
by Fintech News Desk0
Analytics Engine Empowers Broker-Dealers to Make Well-Informed, Strategic Decisions About Their Retirement Books of Business, Based on Actionable 401(k) Data from Envestnet Retirement Solutions Envestnet, Inc. (NYSE: ENV) has rolled out the Envestnet Retirement Analytics solution for enterprise home offices, providing them with a business intelligence tool for obtaining a clear......
SS&C Automates Retirement Plan Onboarding
Fintech News

SS&C Automates Retirement Plan Onboarding

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, announced that SS&C Retirement Solutions has launched the Digital Plan Onboarding Process to help recordkeepers bring on and support retirement plans. “We are excited to see SS&C modernize the approach to plan onboarding,” said Mike Shamburger, Head of Core Markets at T. Rowe Price Plan Services. “In our......
Peoples Bancorp Inc. Announces Retirement Of Chief Financial Officer John Rogers And Promotion Of Katie Bailey To Chief Financial Officer
Fintech News

Peoples Bancorp Inc. Announces Retirement Of Chief Financial Officer John Rogers And Promotion Of Katie Bailey To Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
 Peoples Bancorp announced that John C. Rogers plans to retire as Peoples’ Executive Vice President, Chief Financial Officer and Treasurer, effective September 30, 2020, after a distinguished 39 year career in public accounting and financial services, including the past five years in his current position with Peoples.  Rogers will also retire from his position......
Business Fintech News

Principal® Progressing With Integration of Wells Fargo’s Institutional Retirement & Trust

Fintech News Desk
by Fintech News Desk0
Integration on track for 2021 completion Principal Financial Group® today announced marked progress in the integration of the Wells Fargo Institutional Retirement & Trust (IRT) business, which it acquired in July 2019 and is on track for completion in 2021. Principal ® has advanced key decisions on people, processes, and technology, despite challenges......
News Risk Management

TPT Retirement Solutions Selects Charles River for Portfolio Management and Risk

Fintech News Desk
by Fintech News Desk0
TPT Retirement Solutions, a leading £12 billion workplace pension scheme in the UK, has selected the Charles River Investment Management Solution (Charles River IMS) to manage their multi-asset pension portfolios on one platform. The investment team will use Charles River IMS and Charles River Investment Book of Record (IBOR) for......
Less than 5% of Americans Took Early Retirement Withdrawals Due to COVID-19: NEPC Survey
Fintech Investment Services News

Less than 5% of Americans Took Early Retirement Withdrawals Due to COVID-19: NEPC Survey

Fintech News Desk
by Fintech News Desk0
NEPC, LLC, one of the largest independent, research-driven investment consulting firms, conducted a poll about COVID-19’s impact on the retirement landscape, receiving 105 responses from defined contribution plan sponsors. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection “Our survey reveals that with the tremendous volatility......
SS&C Adds Managed Accounts Provider Stadion Money Management to its Retirement Solutions Ecosystem
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SS&C Adds Managed Accounts Provider Stadion Money Management to its Retirement Solutions Ecosystem

Fintech News Desk
by Fintech News Desk0
SS&C’s Retirement recordkeeping platform expands managed accounts choices SS&C Technologies Holdings, announced that SS&C Retirement Solutions has added Stadion Money Management onto its TRAC recordkeeping platform. TRAC supports a diverse range of managed account solutions for retirement providers in the defined contribution marketplace. Read More: smartTrade’s Solution Awarded Best Multi-Asset......
Singapore's Volopay raises $2.1m
Fintech News

Ascensus Announces Upcoming Release of READYSAVE Retirement Mobile App

Fintech News Desk
by Fintech News Desk0
Firm’s Ongoing Technology Investment Focuses on Better Outcomes Driven by Data and Backed by Behavioral Science Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—has announced the upcoming release of a proprietary mobile application called READYSAVE™. The app will give users access to their retirement plan......
New Personalized ‘Manage My Retirement’ Service Now Available From MassMutual and NextCapital to Help Deliver Better Retirement Outcomes
Fintech InsurTech Investment Services News

New Personalized ‘Manage My Retirement’ Service Now Available From MassMutual and NextCapital to Help Deliver Better Retirement Outcomes

Fintech News Desk
by Fintech News Desk0
As part of its commitment to helping savers in 401(k)s and other retirement plans achieve the best outcomes possible, Massachusetts Mutual Life Insurance Company (MassMutual) announced today a new managed advice solution that allows for greater personalization of investment strategies. Read More: M Financial Group Licenses FAST Software to Enable......
PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-Of-Its-Kind, Multi-Strategist Retirement Plan Solution
Business Fintech News

PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-Of-Its-Kind, Multi-Strategist Retirement Plan Solution

Fintech News Desk
by Fintech News Desk0
Advisors can View Real-Time Plan & Participant Data from PCS within Envestnet Wealth Management Platform PCS Retirement, a leading provider of retirement plan recordkeeping services, announced the rollout of the ManagedPlan turnkey solution for retirement plan sponsors and their financial advisors, developed and run in partnership with Envestnet Retirement Solutions......
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