Search Results for: Retirement Plan

Voya Investment Management Hires Founding Partners and Acquires the Technology of G Squared Capital
Fintech News

Voya Launches New Program to Boost Retirement Savings for Minority-Owned Businesses

Fintech News Desk
by Fintech News Desk0
Voya’s new ‘Just Right Advantage’ program seeks to increase retirement readiness for businesses owned by minorities, women, veterans, and members of the disability and LGBTQ communities — as well as nonprofits that serve them New Voya research finds 79% of Americans believe corporations should support minority-owned businesses impacted by COVID-19......
Economy Fintech Fintech Funding Investment Services News

Savology Expands Offering to Provide Financial Planning Benefits Through Employers

Fintech News Desk
by Fintech News Desk0
Savology, a Utah-based fintech startup providing accessible financial planning for American households, announces the launch of its new financial wellness program for employers to provide access to holistic financial planning for their employees. Employers everywhere are increasingly recognizing the impact and relationship between personal finances, work performance, and overall employee satisfaction......
Foresight Research: Gen Z and Millennials plan to switch their financial institution in big numbers - Good news for credit unions
Fintech News

Foresight Research: Gen Z and Millennials plan to switch their financial institution in big numbers – Good news for credit unions

Fintech News Desk
by Fintech News Desk0
18 % of Gen Z and Millennials bank customers or credit union members intend to switch their primary financial institution in the next year or two. But, during the pandemic that changed big time. 27% of Gen Z now plan to switch and a whopping 38% of Millennials plan to......
Ubiquity Retirement + Savings® Introduces Paradigm RKS(™)
Business Fintech News

Ubiquity Retirement + Savings® Introduces Paradigm RKS(™)

Fintech News Desk
by Fintech News Desk0
First private label, cloud-based recordkeeping system designed specifically for small businesses Ubiquity Retirement + Savings® (Ubiquity), a pioneer in flat-fee small business retirement plans, has announced that its proprietary recordkeeping system Paradigm RKS(™) (Paradigm) is now available for business process outsourcing (BPO) services to institutional partners seeking to reach the historically......
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......
Fintech News

Pandemic’s Impact on the Market and Economy Has Rattled Retirement Confidence

Fintech News Desk
by Fintech News Desk0
Joint poll by Kiplinger and Alliance for Lifetime Income reveals decreased confidence, especially among women, pre-retirees, and those with lower household net worth Americans are less optimistic about their ability to enjoy a comfortable retirement due to the coronavirus pandemic, according to a new nationwide retirement survey released today by Kiplinger’s......
Fintech News

Millennials and Gen Xers Shaping the Future of Financial Planning by Establishing New Norms with Financial Professionals

Fintech News Desk
by Fintech News Desk0
According to a new study from AIG Life & Retirement and the MIT AgeLab, financial clients are expressing a willingness and desire to step beyond traditional conversational boundaries with their financial professionals. This is particularly apparent with younger clients between the ages of 30 and 45 who indicate the most......
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......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech News

BrightPlan Triples Customer Base for its Total Financial Wellness Solution Amid Pandemic

Fintech News Desk
by Fintech News Desk0
Company unveils new digital platform features, key hires and enterprise deployments with Synopsys and Ellucian as employee financial wellness takes center stage BrightPlan, a leader in Total Financial Wellness, announced that it has tripled both its number of customers and customer pipeline since the beginning of the COVID-19 pandemic. The......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech News

Grow Capital, Inc Acquires Second FinTech Company: Public Employee Retirement Assistance

Fintech News Desk
by Fintech News Desk0
Public Employee Retirement Assistance utilizes technology to pair public employees with retirement specialists Grow Capital, Inc (OTCPK:GRWCD) (GRWCD) today announced that it has executed a stock exchange agreement to acquire Public Employee Retirement Assistance, LLC (PERA). GRWCD will acquire 100 percent of the ownership interests of PERA, a third-party marketing......
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