Random samplings of new affecting
the estate planning industry
Compiled by Christopher Weems, Associate Editor
Send an e-mail with your news item
SEI Teams With SmartMoney On Enhansed Retirement Planning Site
OAKS, Pa. -- SEI Investments, the global provider of asset management and investment technology solutions, has announced a partnership with SmartMoney Custom Solutions to enhance its retirement plan participant site. Along with retirement planning, the participant site will include educational content and calculation tools for purchasing a home, refinancing a mortgage, saving for a child's college tuition, and more.
SEI's goal is to provide participants with educational tools and content for accumulating and effectively managing wealth. This holistic approach addresses many of the financial issues participants must face outside their retirement plan.
"Our partnership with SmartMoney is consistent with SEI's strategy of delivering the best of the best products, tools and information to our clients," said Alison Saunders, Defined Contribution Leader, SEI Investments.
"Adding SmartMoney's award-winning tools and content to the site allows participants to examine their financial picture more realistically and comprehensively-helping them to make better decisions for today and the future."