Goldman Sachs Asset Management and Ascensus, a Dresher, Pennsylvania-based plan record keeper and third-party administrator, have launched a retirement plan program for small and midsize businesses.
The Goldman Sachs Workplace Retirement Solution provides an integrated 401(k) or 403(b) retirement program designed to support the needs of small and midsize businesses. It will offer digital advice and digital financial wellness support and use the Ascensus platform.
“This new program provides a turnkey solution that is flexible, cost-effective and simple to use. It also offers a personalized benefits experience that can help small businesses — only 53% of which currently offer an employee retirement benefits program — further differentiate themselves,” the companies said in a release.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
