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...
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 ...
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.
Source: planadviser.com