“We are focused on providing our clients with the necessary resources, tools and technology they need to pursue successful retirement outcomes for every employee,” says Joe DeNoyior, WFG’s managing partner.
John Hancock has begun using predictive analytics to address defined contribution (DC) plan participant behaviors that could hurt their outcomes.
Hartford Funds lowers fees for six ETFs; oekom research joins ISS, renames brand; T. Rowe Price releases multi-strategy fund; and more.
My Total Retirement is designed to help an individual from the goal-setting stage at the start of the one’s career through a withdrawal strategy that’s implemented when their working years conclude.
Morningstar Grows Fund Ratings System with Quantitative Rating; First Trust Merges Two Funds; and Vanguard Changes Benchmarks for Funds.
The planner is designed to help employees better understand their stock awards and more easily integrate these stock awards into their overall financial plans.
Both solutions are designed to help employees choose the right benefits and health care delivery to lower costs for them and employers.
Wilmington Trust to support Franklin Templeton CITs; Ryan Labs releases strategy for corporate and public pensions; and TriLine issues energy-related ETF.
The Summit platform allows TPAs to be more efficient by keeping all administration together in one system.
“Monitoring your investment menu managers, your plan providers, and plan fees is an important part of your overall fiduciary responsibility,” the firm’s latest white paper states.
A survey found only 56% of respondents have factored health care into their retirement planning.
Putnam announces new pricing for TDFs; First Trust to launch AI and Robotics ETF; and Vanguard launches factor-based ETFs.
The revamped website will present employees with “a more simplified and interactive experience,” the firm says, while featuring data-driven recommendations.
In addition to unveiling its new Chinese name, Voya has been running commercials in Mandarin on Chinese television stations in a number of select U.S. cities.
EPIC incorporates StoryLine to platform; Sterling Capital adds R6 share class to select mutual funds; and PAAMCO launches alternative beta tool.
Manning & Napier created a set of reference guides to break down exactly what individuals need to know about the new tax law, Social Security, Medicare, and long-term care going into 2018.
“Financial stress distracts employees and can hurt an organization’s bottom line by lowering productivity, increasing turnover and harming workers’ health,” warns Elias Vogen, Securian’s director of group insurance client relationships.
ISS creates environmental and social scoring solution; Morningstar partners with FTSE Russell to increase index marketplace; Franklin Templeton adds ETFs to LibertyShares lineup; and more.
Facial recognition is available to iPhone X users who download MassMutual’s RetireSMART mobile app.
The initiative comes after Transamerica studied the parallel nature between physical and financial lifestyles.