Standard Retirement Services, a Portland, Oregon-based provider of record-keeping and investment services for retirement plans, has introduced a record-keeping solution for retirement plans with up to $2 million in assets.
Called Accelerate, the tool “enables small plans to grow on the same platform as large plans” so as to avoid conversions later on, the company said in a release.
Optional fiduciary investment services are available from Morningstar.
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.
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