Deals and People | September 24th, 2026 2 Partnerships Expand Plan Accessibility, Geographic Reach Vestwell’s retirement platform will be available to advisers across M Financial’s member firm network, while Strongpoint and Bates & Co....
Products | May 4th, 2021 Intelligence Driven Advisers Launches Platform for Small to Midsize Sponsors FUTUREADY401K features a professionally managed investment lineup and lets sponsors know how many employees are on track to reach their...
Products | May 13th, 2019 Principal IMPACT Platform Designed for Small Plans The firm says it offers features often reserved for large plans, such as fiduciary support and interactive, digital tools.