RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Invest n Retire"


Headline

Publish date


Al Berkeley: I definitely would not have demanded payment if he had not told me someone else had [filed a demand].

Under the bankruptcy gun, Invest N Retire will sell its patented 401(k) technology to the highest bidder

The firm's patented technology received a surge of interest after Schwab pulled the trigger on a plan utilizing ETFs, Darwin Abrahamson says

February 20, 2014 at 3:41 AM

Steve Anderson: None of the consultants are utilizing our business model.

Schwab 'fesses up to Wall Street just how hard winning plan sponsors to its 401(k) ETF platform will be

Convincing plan sponsors and pension consultants to join a ETF paradigm shift to ETFs is a big ask, its executives tell Wall Street

February 18, 2014 at 4:11 PM

Walt Bettinger: We expect that's a long-term play.

Why the whiff of another delay of Schwab's ETF-only 401(k) plan is drawing so much attention

As one snag follows another, the pressure builds on a signature Walt Bettinger effort, but some insiders call Schwab's pace and patience justified, even laudable

October 8, 2013 at 5:33 AM

Walter Bettinger: The line of people who have expressed interest is long.

Technical challenges may push Schwab's ETF-only 401(k) plan schedule into 2014 -- deferring an intriguing financial clinical trial

The bad news for Bettinger: a few million more lines of code; The good news: Fidelity won't seek to capitalize on the extended deadline

October 3, 2012 at 3:58 AM

Anne Tuttle:  We’re happy to see more information provided to sponsors.

How giant advice provider Financial Engines can sweep the 401(k) field -- or not

It has $53.7 billion of assets under its managed account platform, but how the new DOL disclosure rules, competition from Morningstar and Schwab's bet on GuidedChoice play out will be very telling

May 22, 2012 at 3:41 AM

Gus Fleites: It is no longer possible for me to continue to represent the firm.

After a short engagement, Gus Fleites splits from his CEO spot with an Oregon 401(k) platform provider

Invest n Retire is shifting to pouring resources into technology right now after looking at a sales buildup that Fleites was expected to facilitate

April 23, 2012 at 3:46 AM

Gus Fleites: I was always left with an uneasy feeling.

Gus Fleites joins an Oregon venture with a plan to revolutionize the 401(k) business

The former president of State Street Global Advisors' fund business is joining Darwin Abrahamson at Invest n Retire to accelerate ETF proliferation in DC accounts

March 28, 2012 at 4:25 AM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo