Strategic Retirement Partners, a St. Paul, Minnesota-based retirement plan consulting firm, has chosen Securian Financial to be the pooled plan provider and recordkeeper for its pooled employer retirement plan offering.
Securian will serve as the pooled plan provider and ERISA 3(16) fiduciary, while Strategic Retirement Partners will provide ERISA 3(38) investment management and consulting services for the platform.
Known as the WELLthBUILDER PEP, the program allows employers to select provisions that best suits their needs, Securian said in a press release.
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