The platform offers sponsors several plan options: the 401(k), Safe Harbor 401(k), Simple 401(k), 403(b), profit sharing and money purchase.
Designed to have the look and feel of a large-company retirement plan, it includes educational tools and is meant to be easy to enroll in. Participants can enroll with a paper form, online or on the telephone.
It allows employers to set pre-selected contribution amounts, and participants to automatically increase contributions based on certain parameters.
AdvicePay has appointed Kelsey Lewis as president, overseeing the growth strategy for one of the top payment processing platforms for advisors.
The disturbing nature of the claims and puzzling sequence of events add a fraught layer to what was already going to be a challenging CEO handoff from the founder.
Sixteen advisors argue the megabank owes them more than $270 million over false promises they were made when being recruited.
Social Security is still drifting toward insolvency, according to the program's board of trustees. Here's how to reassure worried retirement savers.
Executives at the Zurich-based bank say $27B in net new assets for the first quarter put the firm well on its way to its wealth management goals.
An M&A deal brings a fourth office location to the ambitious firm launched in 2019 by Jason Ray and Chelsea Ransom-Cooper.
