SEPTEMBER 25, 2020

SHOWCASING THE 2020 AWARD WINNERS AND WEALTHIES CIRCLE MEMBERS FROM THE401(k) — RETIREMENT PLAN SUPPORT SERVICES AND TECHNOLOGY CATEGORIES.

401(k) — RETIREMENT PLAN SUPPORT SERVICES

WINNER - Cetera: 401K Fee for Service Advice Program

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. Comprehensive services include wealth management solutions, retirement plan solutions, advisory services…

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FINALIST - Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investor in the debt and private capital markets Morningstar provides data…

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401(k) — RETIREMENT PLAN SUPPORT TECHNOLOGY

WINNER - The E-Valuator: Software for Fiduciaries

The E-Valuator was created with one goal in mind: to make the lives of investors, advisors, and investment firms as efficient and effective as possible. By analyzing mutual funds and ETFs against their Morningstar benchmark following customized metrics, this analytics software can: Create portfolio accounts…

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FINALIST - Ubiquity Retirement + Savings

At Ubiquity Retirement + Savings, we are dedicated to making sure your 401k plan is tailored to meet your retirement goals. Our mission is to empower small businesses and their employees to create a more secure financial future and peace of mind, by leveraging technology with affordable and effective retirement solutions, and world-class customer support. Ubiquity Retirement + Savings™ is one of the best…

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