In partnership with AllianceBernstein and Personal Capital, WealthSpark’s investment recommendations are based on up to 18 individualized data points cultivated through Personal Capital’s technology.
In addition to a new retirement readiness tool that offers an aggregate picture of retirement savings, Vanguard has partnered with TD Ameritrade for a new brokerage account option and has partnered with the Newport Group for non-qualified plan administration.
The quarterly Defined Benefit Market Update and Commentary is designed to support DB plan sponsor clients and potential clients in the ongoing management of their plans and includes data on interest rates, bond and equity markets, and commentary on economic and regulatory matters.
Neuberger Berman Addresses Volatility with PutWrite Fund; PanAgora Adds ESG Alpha Factors; and Hartford Funds Expands ETF Roster.
A new feature of ERISApedia.com's Employee Benefit Plan Audit Prospecting ReSource provides insight into plan auditor rotation strategies of a prospective audit provider, the firm explains.
As an independent registered investment adviser, Greenleaf Financial offers a comprehensive planning package, which includes investment planning, retirement income solutions, estate planning and more.
This is a pre-approved plan that meets IRS requirements.
VanEck launches Real Asset ETF, and BlackRock announces approach to firearm manufacturers.
EY Navigate supports users as they manage the twists and turns of their financial life journeys, breaking down complex tasks, such as retirement planning and debt management, into bite-sized activities, and also offers personal planning with EY professionals.
The framework helps retirees address basic living expenses, establish a contingency reserve, account for discretionary expenses, and structure a legacy.
Ryan Labs president Richard Familetti reflects on the increasingly prominent role of investment consultants in helping to shape LDI strategies and other pension plan behaviors.
The new approach consolidates all of the critical components of health care into a single integrated solution designed to reduce complexity and save money, the company says.
Retirement plan participants can now ask Alexa for retirement account information they commonly get through participant websites.
Prudential has introduced Guaranteed Income for Tomorrow (GIFT).
JULY adds Stadion ETF to platform; Nationwide increases fund offerings with new ETF; and Fairpointe Capital releases ESG-centralized approach.
Data services supplied by Quovo will enable Empower to further provide participants with a comprehensive view of all their financial accounts from a variety of outside institutions.
Plan participants who are part of the special needs community now have access to information that can help address the unique planning circumstances they may face when preparing for the future.
AlphaCore launches risk factor analytics tool, and Franklin Resources adds to fixed income team.
Curcio Webb serves as an independent intermediary helping plan sponsors select and monitor 3(38) advisers and outsourced chief investment officers; the matchmaker firm offers some insight about what makes for a good adviser-sponsor fit.
“We are excited to deliver a long overdue solution to the many plan sponsors seeking a prudent process for meeting their fiduciary duties related to a QPDA option,” says Kelli Hueler, founder and CEO of Hueler Income Solutions, LLC.