Client Service September 1st, 2023 Transamerica Renews Small Business Retirement Plan Campaign Starting September 1, the provider will launch a campaign called 401(k)ares that will include an incentive to transfer from a...
Client Service August 29th, 2023 Smart Widens Fiduciary Services, Including for Pooled Employer Plans Smart is joining the push into PEPs with an offering geared toward advisory firms and providers such as recordkeepers, asset...
Deals & People May 31st, 2023 Smart Acquires Managed Account Provider ProManage Following Smart’s recent $95 million Series E funding round, the acquisition takes Smart’s global assets under management total to more...