OneAmerica, an Indianapolis, Indiana-based insurer and provider of record-keeping services, has introduced a feature that allows retirement plan participants to link their plan data with other, separate investments.
Developed with Chattanooga, Tennessee-based ProNvest, a retirement plan managed account provider, the OneAmerica portal is designed to help retirement plan advisers grow business by expanding their view of plan participants’ total assets, OneAmerica said in a press release.
The portal is available to advisers who are active with ProNvest on specific plans and to all participants whose plan sponsor has selected ProNvest to be a managed account provider for their plan.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
