The Client: ERISA plans/institutional management
October 26, 2020
UBS Boosts Employee Financial Wellness Tools for Corporate Clients
Among the new offerings is a platform to manage student debt, an expansion of services for smaller plans and a new digital platform that combines human guidance with digital resources.
October 26, 2020
Empower Says New Retirement Plan Sales Reached $110B in 12 Months
Meanwhile, the firm has also agreed to acquire the retirement businesses of Mass Mutual and Fifth Third, scheduled to close later in 2020.
October 22, 2020
DOL Pushing Through ESG Fund Rule at ‘Warp Speed:’ Reports
The Trump administration is moving far faster with finalizing the rule putting greater scrutiny on the selection of environmental, social and governance-focused funds in retirement plans.
October 19, 2020
JPMorgan Unveils 401(k) Plan for Small Retirement Plans
The firm’s Everyday 401(k) costs as little as $75 per month.
October 16, 2020
Transamerica Bolsters Pooled Employer Plans Business with New Client
The company was selected by the Lockton Northeast Series pooled employer plan as its retirement plan recordkeeper.
October 13, 2020
JPMorgan Reports Record Asset and Wealth Mgmt Revenue, Net Income in Q3
JPMorgan’s wealth management client advisor ranks expanded during the third quarter after shrinking in the first and second quarters.
October 6, 2020
Fidelity Adds 1,200+ Clients to Workplace Benefits Platform So Far in 2020
The platform now has more 24,400 total workplace clients representing more than $2.5 trillion in client assets.
October 2, 2020
Defined Contribution Asset Managers to Boost ESG Marketing: Cerulli
About half of defined contribution investment-only asset managers plan to increase their ESG efforts over the next 12 months despite a recent proposal from the DOL for more stringent assessment.
September 30, 2020
Empower to Acquire $6B Retirement Plan Assets of Fifth Third
Fifth Third will continue to manage $4.2 billion in plan assets of the $6.21 billion it oversaw as of the end of August.
September 24, 2020
FAs' Faves: See the Top Fund, Retirement Plan Partners
We are proud to present the inaugural Financial Advisor IQ Service Awards. We surveyed 1,144 advisors about which companies they consider the best business partners. Watch who won.
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