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Products November 28, 2018
Ameritas Launches New Retirement Plan Platform
It offers a comprehensive array of tools to help advisers serve retirement plan sponsors.
Reported by Lee Barney
Ameritas Investment Corp. (AIC) launched a new retirement plan platform equipped with an array of tools to help advisers serve retirement plan sponsors.
The new offering is a partnership between AIC and Envestnet | Retirement Solutions (ERS) Practice Advantage.
Tools include a client relationship management (CRM) offering, adviser management dashboard, investment analytics, fund research and monitoring reports, request for proposal (RFP) tools, vendor search tools, a secure online vault and plan fee reporting and disclosure. The platform will also enable advisers to customize 408(b)(2) reporting.
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