Products

The Gallagher Money Coaching program aims to promote financial well-being and resiliency through personalized coaching.

Hartford Funds builds Commodity-Focused ETF; Northern Trust invests in Essentia Analytics; Northern Trust launches ESG ETF Suite; and more.

The app helps individuals prioritize goals and makes suggestions for improving financial habits.

The firm is partnering with Retirement Clearinghouse to help plan sponsors simplify small-balance 401(k) rollovers.

iJoin partners with ProNvest; MSCI Releases new climate solution; ProManage launches managed account service with Nyhart; and more.

 J.P. Morgan AM launches lifetime income solution; Allianz Life partners with iJoin and IPX to offer guaranteed income option; Janus Henderson launches five actively managed sustainable exchange-traded funds;...

As more participants express an interest in ESG investing, US SIF recommends steps plan sponsors can take to add the investments to retirement plans.

The addition of the two funds expands the ShareBuilder 401k roster for the first time in more than a decade from 20 ETFs to 22 ETFs. 

Using cost-effective digital platforms, a new generation of retirement plan providers strives to offer big-plan service to sponsors of small plans and those without a plan.

The exchange is primarily geared toward small and midsized businesses and will be available solely through UBS Financial Advisors.

Vanguard adds active equity funds to Personal Advisor Services solution, and John Hancock introduces mortgage-backed securities ETF.

The growing trend toward personalization in retirement accounts motivated the partnership between the two firms, Todd Lacey, with Stadion, tells PLANSPONSOR.

Natixis Investment Managers combines businesses to single division; Morningstar Retirement Manager to support Allianz Life annuity products; and DriveWealth teams up with HSA provider.

The interactive tool comes after an annual survey of 401(k) participants found workers want more help saving and planning for retirement.

The product offers protection of assets from claims of fiduciary breach and cyber liability coverage.

RRAs are a way for employers to provide employees with tax-free money to help them pay for Medicare premiums and other qualified medical expenses incurred during retirement.

Hartford Funds builds ESG-focused ETF; MSCI acquires RCA; and Wilshire releases systematic cross premia index.

The new solution provides a complete valuation, testing and proposal system.

It includes all the features available through the new participant website, plus push notifications, such as alerting participants when a new contribution is posted to their account.

The FORT tool helps plan sponsors understand what fiduciary responsibilities they retain when they delegate some duties to an adviser or service provider.