Search Results for: Retirement Plan

Financial Health Of Largest US Corporate Pension Plans Surges To Highest Level Since Financial Crisis
Fintech News

Financial Health Of Largest US Corporate Pension Plans Surges To Highest Level Since Financial Crisis

Fintech News Desk
by Fintech News Desk0
Funded status jumped to 96%, up 8 percentage points during 2021, Willis Towers Watson analysis finds The financial health of the nation’s largest corporate defined benefit pension plans improved significantly in 2021 as strong investment returns and rising interest rates help to drive their aggregate funded status to its best......
Hub International Strengthens Employee Benefits And Retirement Capabilities With Acquisition Of Certain Assets Of Benefit Partners Group, Llc And Benefit Partners Financial Group, Llc In Illinois
Fintech InsurTech News

Hub International Strengthens Employee Benefits And Retirement Capabilities With Acquisition Of Certain Assets Of Benefit Partners Group, Llc And Benefit Partners Financial Group, Llc In Illinois

Fintech News Desk
by Fintech News Desk0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired certain assets of Benefit Partners Group, LLC and Benefit Partners Financial Group, LLC (collectively, Benefit Partners Group). Terms of the transaction were not disclosed. Latest Fintech Insights: Coinswitch Kuber Appoints Industry Veteran......
Reclaim Launches Ai-powered Medicare Insurance Agency To Help Retiring Adults Select A Medicare Plan That Best Fits Their Healthcare Needs
Insights InsurTech News

Reclaim Launches Ai-powered Medicare Insurance Agency To Help Retiring Adults Select A Medicare Plan That Best Fits Their Healthcare Needs

Fintech News Desk
by Fintech News Desk0
Reclaim, a digital consumer financial advocacy platform helping users manage and save thousands of dollars on health insurance coverage, is launching its AI-powered Medicare insurance agency to help recently retired, tech-forward individuals confidently manage their transition to Medicare. Latest Fintech Insights: Asset Management Industry Severely Lacking Diversity, New Knight Foundation Study......
CFP Board Center for Financial Planning Joins Financial Alliance for Racial Equity (FARE)
Fintech News

CFP Board Center for Financial Planning Joins Financial Alliance for Racial Equity (FARE)

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning  (“Center”) announced it will join the Financial Alliance for Racial Equity (FARE), a partnership between leading financial services organizations, associations and historically Black colleges and universities (HBCUs). Top Globalfintechseries.com Insights: Binance Labs Makes Strategic Investment in MOBOX to Bring the Gaming Platform Next Level FARE was formed in......
Mogo and Sun Life to Bring Innovative Digital Savings Tool to Members of Sun Life’s Group Retirement Services
Digital Payments Fintech News

Mogo and Sun Life to Bring Innovative Digital Savings Tool to Members of Sun Life’s Group Retirement Services

Fintech News Desk
by Fintech News Desk0
The automated savings tool will encourage Sun Life GRS members to easily find savings each month, helping them reach their financial goals Mogo Inc., a digital payments and financial technology company, announced a new pilot with Sun Life to bring Mogo’s saving and investing app, Moka, to more than 20,000......
Risk Strategies Acquires Better Business Planning, Inc., Further Expanding National Employee Benefits Practice
Fintech News

Risk Strategies Acquires Better Business Planning, Inc., Further Expanding National Employee Benefits Practice

Fintech News Desk
by Fintech News Desk0
Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Better Business Planning, Inc., an insurance agency specializing in employee benefits solutions. Terms of the deal were not announced. Read More About Fintech News : Valour Inc., DeFi Technologies’ Wholly Owned Subsidiary, Reaches Record......
PIMCO Collaborates with Morningstar Investment Management to Help Deliver Innovative Target Date Strategy Customized to Individual Retirement Needs
Investments News

PIMCO Collaborates with Morningstar Investment Management to Help Deliver Innovative Target Date Strategy Customized to Individual Retirement Needs

Fintech News Desk
by Fintech News Desk0
PIMCO myTDF will use Morningstar Investment Management’s retirement platform to connect directly with recordkeepers  PIMCO, one of the world’s premier fixed income investment managers, has teamed up with the retirement group within Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., to enable PIMCO to provide a personalized target date......
Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors
Fintech News

Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors

Fintech News Desk
by Fintech News Desk0
FeeX technology allows advisors to manage clients’ held-away retirement accounts, deepening their impact across clients’ entire financial picture Carson Group, one of the fastest growing financial services firms in the country, has partnered with the fintech retirement solution FeeX to give Carson’s network of advisors the ability to fully manage......
Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan
Investments News

Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan

Fintech News Desk
by Fintech News Desk0
Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., and Plan Administrators, Inc. (PAi), a retirement plan administrator and recordkeeper, announced plans to offer the industry’s first Pooled Employer Plan (PEP) intentionally designed to limit exposure to material environmental, social, and governance (ESG) risks. The Morningstar ESG Pooled Employer Plan is......
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