Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It’s headq
401(K) Retirement Plan Support
- Service
- Technology
First Ascent is the only full-service TAMP to offer outsourced portfolio management services for a low flat fee, making outsourcing affordable for all advisors.; First Ascent offers a range of investment services and tools to help advisors grow their businesses, attract new clients, and better serve…
Several industry leaders – including American Century Investments, Lincoln Financial Group, Nationwide, SS&C Technologies, Wilmington Trust, N.A., and Wilshire – came together to create a revolutionary retirement solution: Income America™ 5ForLife, a series of target date portfolios…
Finalists
Voya Financial
Just Right Advantage Program
Morningstar, Inc., was founded on the simple idea that when people have good investment information, they can make better choices thathelp them achieve their financial goals. In the retirement solutions group at Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc. and a…
Finalists
GGA Retirement
Employee/advisors Engagement Tool
Retirement Clearinghouse
401(k) Portability
The E-Valuator
Software for Fiduciaries