Search Results for: retirement plans

Vision Retirement Announces Partnership with TEG Federal Credit Union
Fintech News

Vision Retirement Announces Partnership with TEG Federal Credit Union

Fintech News Desk
The Leading Retirement Planning Firm, with Offices in Ridgewood and Nutley, New Jersey, will Offer Members Affordable Access to a Certified Financial Planner Professional The independent advisory firm Vision Retirement, headquartered in Ridgewood, New Jersey, announces a partnership with TEG Federal Credit Union, with eight locations spread throughout New York’s Hudson Valley. The new partnership will provide the......
RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies
Commerce Finance News Technology

RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies

Fintech News Desk
RetireUS is launching an exciting online platform designed to help Americans easily define a clear path toward financial freedom. The full-service program makes planning for retirement with a Certified Financial Planner™ more affordable than ever, with subscriptions available for as little as $10 / week. According to the latest findings, nearly half......
Finhabits Expands Offerings with 401k Plans for Minority-Owned Businesses in California
Fintech News

Finhabits Expands Offerings with 401k Plans for Minority-Owned Businesses in California

Fintech News Desk
The bilingual financial wellness platform by Latinos for Latinos scales its retirement savings solutions with the new Finhabits 401k plan  Finhabits, a market-leading U.S. fintech provider by Latinos for Latinos, announced the expansion of its retirement solutions with the launch of the Finhabits 401k plans. The new retirement plans by Finhabits are designed to......
HUB International Acquires the Assets of Kornerstone, INC. To Expand Retirement Capabilities in California
InsurTech Investment Services News

HUB International Acquires the Assets of Kornerstone, INC. To Expand Retirement Capabilities in California

Fintech News Desk
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of kornerstone, Inc. (Kornerstone). Terms of the transaction were not disclosed. Located in Chico, California, Kornerstone provides individuals and corporations with custom financial plans and investment advisory services to help them......
Penelope Launches Retirement Savings Platform For Small Businesses And Entrepreneurs
Business Finance News

Penelope Launches Retirement Savings Platform For Small Businesses And Entrepreneurs

Fintech News Desk
Penelope aims to help 60 million Americans build bright financial futures and generational wealth with employee retirement platform On a mission to enable every small business to build bright financial futures for their owners and employees, Penelope announced the launch of its 401(k) platform, giving small business owners an affordable and......
Global Retirement Technology Provider Smart Partners With Finhabits, a Leading Money App for the Latino Community
Fintech News Technology

Global Retirement Technology Provider Smart Partners With Finhabits, a Leading Money App for the Latino Community

Fintech News Desk
Partnership to enable access to retirement solutions for millions currently not participating in the retirement market Smart, a leading global retirement technology provider, announced a partnership with Finhabits, a market-leading fintech company making financial services more inclusive in the US through bilingual offerings designed for the Latino community. Utilizing the......
Global Retirement Technology Provider Smart Enters Into Agreement to Acquire Stadion Money Management
Digital Asset Management Fintech News

Global Retirement Technology Provider Smart Enters Into Agreement to Acquire Stadion Money Management

Fintech News Desk
The deal doubles the size of Smart’s US team and provides enhanced capabilities in personalization at scale for retirement solutions Smart, a global retirement technology provider that offers modular ways for financial institutions, including recordkeepers, advisors, and asset managers to build scalable, customized retirement solutions, announced it has agreed to......
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
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......
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
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......
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