Search Results for: Retirement Plan

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......
Schwab 401(k) Survey Finds Savings Goals and Stress Levels on the Rise – Participants Now Believe They Need to Save $1.9 Million for Retirement
Fintech News

Schwab 401(k) Survey Finds Savings Goals and Stress Levels on the Rise – Participants Now Believe They Need to Save $1.9 Million for Retirement

Fintech News Desk
by Fintech News Desk0
Anxiety about long-term retirement savings is up according to a new survey from Schwab Retirement Plan Services, and so is participant engagement. The nationwide survey of 1,000 currently employed 401(k) plan participants finds that saving enough for a comfortable retirement continues to be their leading source of significant financial stress.......
PFS & EML Payments Primed to Assist Governments & NGOs With Coronavirus Payment Disbursement Requirements
Business News

Ascensus Launches READYSAVE™ Retirement Mobile App

Fintech News Desk
by Fintech News Desk0
New App Will Leverage Behavioral Prompts and Situational Guidance to Help Drive Better Retirement Outcomes  Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—has launched READYSAVE™, its retirement mobile application. READYSAVE was developed on Ascensus’ proprietary technology platform for use across the firm’s various institutional partners......
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......
Business Fintech News

Empower Institute: It’s Time to Drop Generational Stereotypes When It Comes to Financial Planning

Fintech News Desk
by Fintech News Desk0
Americans are tired of the so-called generational wars that describe one generation as doing better or worse than another when it comes to financial planning and saving for retirement, a new survey from Empower Retirement says. Instead, American savers want to talk about financial planning that matches where they are......
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......
AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19
Business Fintech News Risk Management

AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19

Fintech News Desk
by Fintech News Desk0
The CARES Act, market volatility, Social Security strategies and the impact of COVID-19 on financial planning have brought numerous challenges and opportunities to the ever-changing financial planning landscape. The best practices and cutting-edge strategies emerging from these uncertain times will be shared at the AICPA Advanced Personal Financial Planning (PFP) Conference......
PCS Retirement Launches PCS Community Cares Fund
Fintech Fintech Funding News

PCS Retirement Launches PCS Community Cares Fund

Fintech News Desk
by Fintech News Desk0
In light of the unprecedented disruption to lives and livelihoods due to the Coronavirus pandemic, PCS Retirement and its affiliated companies, Aspire Financial Services, The Advisor Lab, Advisor Trust, Fiduciary Advisors and Efficient Advisors have created the PCS Community Cares Fund to help the communities in which we live, work......
Voya Financial Launches COVID-19 Planning Tool Powered by SAVVI Financial to Help Americans Navigate Difficult Financial Decisions
Fintech News

Voya Financial Launches COVID-19 Planning Tool Powered by SAVVI Financial to Help Americans Navigate Difficult Financial Decisions

Fintech News Desk
by Fintech News Desk0
Voya Financial, announced that it is collaborating with SAVVI Financial, a leading technology-enabled financial wellness platform, to offer a COVID Relief Planning Assistant designed to help those who have been laid off, furloughed or working reduced hours as a result of the pandemic. Through its Retirement and Employee Benefits businesses,......
Voya Investment Management Hires Founding Partners and Acquires the Technology of G Squared Capital
Business Fintech News

Voya Financial Retained as Single Service Provider for CalPERS Supplemental Income 457 Plan

Fintech News Desk
by Fintech News Desk0
Voya Financial, announced that CalPERS has extended — for another five years — its contract with Voya’s Retirement business, lengthening Voya’s more than two-decade relationship with CalPERS. Voya serves as the sole recordkeeping service provider for the CalPERS Supplemental Income 457 Plan. Since 1995, CalPERS has provided a deferred compensation......
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