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Franklin Templeton is also building relationships with third-party technology companies and financial institutions to enable access around the world. One such relationship is with NextCapital, with whom GOE will be brought to market as part of a discretionary managed advice solution for the defined contribution industry.
Ascensus offers managed account services from Morningstar Investment Management, NextCapital, Russell Investments, and Stadion. Institutional partners and financial advisors may choose to make one or several of these services available to clients during the plan proposal process.
When we first switched to remote work, we recognized that these are not normal circumstances. There is a pandemic. The world is shutting down. Schools and daycares have been affected. So we introduced what we call “COVID-19 childcare time” into our day. Through this initiative, parents are able to track time without having to make it up later or take days off.
— Jagoda Kocol, People Business Partner at NextCapital
“There’s a general awakening of the value of engaging participants early in the process within 401(k) plans,” noted NextCapital co-founder Rob Foregger, who was also a co-founder of Personal Capital. “The heart of the Empower acquisition is the convergence of wealth and retirement, with $1.5 trillion of money in motion in DC plans every year through rollovers and new contributions.”
NextCapital is a WealthManagement.com 2020 Industry Awards Finalist
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