ICMA-RC, a manager and administrator of retirement plans serving government employees, has enhanced its managed accounts platform to provide “a more personalized and intuitive user experience,” the company said in a release.
Features of the upgrade, which is powered by Morningstar Investment Management, include recommendations customized to participants’ retirement and financial goals, including when they’re able to retire, how to invest their accounts and how to withdraw money in retirement.
It also includes a new Social Security guidance tool that helps participants decide when to start receiving benefits.
In March, ICMA-RC announced that it will transition to the name MissionSquare Retirement.
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“It was a third party scam,” said the attorney representing the claimants.
Meanwhile, &Partners draws another Commonwealth practice, and Wealthcare welcomes a $550 million planning practice in the Northeast.
Palo Alto AI platform recruits RIA and fintech leaders as industry data show AI adoption reshaping advisor staffing.
Meanwhile, Raymond James, Wedbush, and LPL recruited veteran advisors from across Texas, North Carolina, and California.
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