LeafHouse, ARS bring managed accounts to retirement plans
Leafhouse and ARS are tapping 401(k) target-date funds from State Street to create personalized lifetime income for plan participants.
Source: investmentnews.com
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Retirement Industry People Moves
LeafHouse promotes Hendrix to executive VP of corporate strategy; adviser DeBello joins CAPTRUST; NEPC Hires O’Connor to head DC as Ryan is promoted to team lead; and more.
Source: plansponsor.com
LeafHouse and iJoin Announce Launch of Automated Personalized Portfolio™ Program Powered by Dimensional offering State Street GTC Retirement Income Builder Series Funds
/PRNewswire/ -- LeafHouse, iJoin, and ARS are excited to announce a new partnership to deliver personalized advice that features the State Street GTC...
United States State Of Arizona Todd Kading Leafhouse Flexfiduciary Dave Paulsen Prnewswire Leafhouse
Source: prnewswire.com
Voya Financial to serve as recordkeeper for first 403(b) Pooled Employer Plan
‘Secure Retirement 403 Pooled Employer Plan,’ launched by The Platinum 401k, Inc., follows the passage of the SECURE 2.0 legislation permitting 403 PEPs ...
Todd Kading Brodie Wood Plan Compliance Services Inc Ethisphere Institute World Most Ethical Companies Voya Financial Inc
Source: marketscreener.com
A DOL ESG Investigation Story | PLANADVISER
An adviser’s message to his peers is to not fear including ESG factors in investment analysis.
United States Donald Trump Lisa Woll Todd Kading Forum For Sustainable Leafhouse Investment Sustainability Technology
Source: planadviser.com
Transamerica, FuturePlan by Ascensus, and Natixis Investment Managers Debut Group Plan Solution with Focus on ESG Investments
/PRNewswire/ -- Transamerica announced today that it is partnering with FuturePlan by Ascensus, Natixis Investment Managers and LeafHouse Financial Advisors,...
Source: prnewswire.com
The Sustainable Futures ESG Group Plan Solution Offers The Industry's First ESG-Driven Target Date Series – InsuranceNewsNet
Transamerica announced today that it is partnering with FuturePlan by Ascensus, Natixis Investment Managers and LeafHouse Financial Advisors to introduce an
Transamerica Paystart Darren Zino Todd Kading Group Plan Solution Leafhouse Financial Us Department Of Labor
Source: insurancenewsnet.com
Retirement Industry People Moves
LeafHouse Financial announces new transitions; CalPERS board elects new leaders; Creative Planning acquires Reilly Financial Advisors; and more.
Source: plansponsor.com
Transamerica Selected as Recordkeeper for Franklin Templeton Retirement Group Plan Solution
/PRNewswire/ -- Transamerica has been selected by Franklin Templeton as the recordkeeper for a new retirement plan solution. The Franklin Templeton Group Plan...
Source: prnewswire.com