Browsing Tag
401(k) Technology
295 posts
Resources Investment Advisors Partners with NextCapital to Expand Managed Advice Reach
Retirement plan advisor Resources Investment Advisors and enterprise digital advice company NextCapital today announced they have partnered to deliver…
May 11, 2021
Orion, FeeX Team to Manage 401k and Other ‘Held-Away’ Assets
Tech giant Orion Advisor Solutions has partnered with FeeX to help advisors efficiently manage and trade held-away accounts,…
May 5, 2021
Empower Releases ‘Holistic Digital Financial Experience’ for Participants
Modern consumers understand and expect an “experience” and 401k participants are no different. Customized, intuitive, and—importantly—on demand are…
April 28, 2021
Ascensus Bought by Private Equity Group, Sovereign Wealth Fund
Ascensus announced Monday that Stone Point Capital, the Greenwich, Conn.-based private equity firm specializing in financial services, and…
April 26, 2021
Online Tool Drives Rapid Growth at Betterment 401(k)
Betterment 401(k) launched an online purchasing tool in April 2020 that allowed employers to sign up for a…
April 21, 2021
Betterment 401(k) Adds New Benefits Platform Integration
Betterment 401(k) has partnered with Bennie, an employee benefits brokerage platform, to help employers offer their workers an…
April 15, 2021
Episode 2: The Pros and Cons of the Digital Delivery of 401k Services
“Broadly, we’re more productive and getting more done,” explains Steven Glasgow, Executive Vice President/Wealth Management with Tower Circle Partners…
March 11, 2021
Betterment Announces Zenefits Integration
Betterment announced on Thursday that it has partnered with human resources platform Zenefits to provide its end users…
March 4, 2021
Simple and Sophisticated: the OneAmerica ComboPlan Retirement Product is Revolutionizing the Tax-Exempt Market
Article Presented By: “One of the things we do best is listen to customer needs and translate them…
February 24, 2021
Yellen Bashes Bitcoin as Volatile, Inefficient, Illicit
Remarks from Treasury Secretary Janet Yellen about cryptocurrency at the New York Times DealBook conference sent red-hot Bitcoin…
February 22, 2021