Products

The move will expand the availability of the firm’s Certified Financial Planners to working and retired participants.

The goal is to help sponsors address COVID-19’s impact.

ISS ESG releases new ESG fund rating and EPIC Retirement releases managed account feature to service providers.

Retirement savers can get a percentage of every dollar spent at partnered stores contributed to a 401(k), 529 plan or HSA.

SSGA adds new ESG ETF and Investment Metrics issues fee benchmarking solution. 

The offerings include an HSA, HRA and FSA.

Lincoln Financial Group releases new guaranteed lifetime income option; MUFG adds Broadridge loan tracker; and USI Advisors adds Investment Metrics portfolio solution.

Among other things, K–12 school employees will be guided through the process of applying for the Public Service Loan Forgiveness program.

HealthSavings Administrators has partnered with eHealth to help employees with the selection of different Medicare plans.

Franklin Templeton adds fixed-income ETF offering; OneAmerica releases RetirementTrack target-date series; and BCG teams up with Russell Investments to launch personalized solution. 

This development marks the second phase of its compliance dashboard enhancement effort.

Retirement Clearinghouse says it hopes other recordkeepers will adopt its product to help reduce the depletion of retirement savings from premature cash-outs.

ISS ESG expands Solactive index series; Vanguard reveals ESG U.S. corporate bond ETF; and more. 

Called WellCents, NFP says it was designed to help employers realize the value of a workforce that is prepared for a successful and secure retirement.

Employees of Voya’s clients whose income has been affected by the COVID-19 pandemic will be able to get a personalized short-term financial action plan.

Solutions in the marketplace address a variety of financial needs, including personal loans and savings, student loan refinancing and investment management.

Calvert launches institute for responsible investing; BNY Mellon and Wilshire Associates create TDF platform; and intellicents to use Morningstar managed account service.

The COVID-19 Cost Impact Model assesses the impact of the pandemic on health benefit costs, and MedFactor estimates the relative value of plan design changes.

The pooled employer plan (PEP) will utilize Aon Investments USA Inc., Aon’s investment solutions group.

One option provides a ‘bridge’ while the participant secures new employment; the other provides the bridge followed by full repayment if the participant remains unemployed.