BankUnited to Offer Goldman Sachs Personal Financial Management’s Investment Advisory and Retirement Plan Consulting Services to Commercial and Corporate Clients
BankUnited announced it has entered into an agreement with United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management to provide BankUnited’s commercial and corporate clients investment advisory and retirement plan consulting services.
HR Technology News: Online School Made Simple: K12 Inc. Introduces New Tech Tools for Thousands of Students
@BankUnited has an agreement with United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management to provide BankUnited’s commercial and corporate clients investment advisory and retirement plan consulting services.
“From retirement plan consulting to investment advisory, communication, and education, we believe Goldman Sachs Personal Financial Management will deliver a broad range of top-level retirement program planning services to help our clients’ retirement programs thrive,” said BankUnited COO Thomas M. Cornish. “We are excited to add this program to our lineup of offerings to corporate and commercial clients.”
HR Technology News: Toptal Launches Remote Work Solutions to Help Companies Create Effective Remote Work Environments
The arrangement represents the first of its kind for BankUnited, which will roll out the program to eligible corporate and commercial clients through their relationship bankers beginning in the third quarter of this year.
“At Goldman Sachs Personal Financial Management, we understand the challenges companies face when it comes to maintaining the right retirement programs for their employees,” said Joe Duran, Managing Director, Head of Goldman Sachs Personal Financial Management. “Our goal is to engage clients in action-focused conversation to help them improve the retirement programs they offer, and ultimately improve the financial lives of plan participants.”
HR Technology News: TecHRseries Interview with Iain Moffat, Chief Global Officer at People First