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.
The Dynasty Financial partner firm's latest deal in Connecticut adds roughly $600 million in client assets.
The giant broker dealer and RIA overseeing roughly $554 billion in AUA has appointed a Merrill and BofA alum to support advisor growth.
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The group led by a 37-year industry veteran brings $470 million in assets to the Philadelphia-based broker dealer.
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Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
