Products

AXA Files for Annuity Exchange Offer

The offer is being made to participants in a small number of plans in which the plan sponsor has decided to no longer allow contributions to the EQUI-VEST variable annuity and to make the AXA Retirement 360 Defined Contribution Program available as an option.

ERISApedia Introduces 457 Plan eSource

“This title lays out the benefits of 457(b) plans and their pitfalls, and provides a convenient tool to research questions that will arise in plan design or administration,” say author S. Derrin Watson, J.D.

Investment Product and Service Launches

GSAM announces first actively managed ETF; Lyxor Americas launches hedge fund program for institutional investors; Sanctuary adds solutions division platform and members; and more.

CUNA Mutual Introduces Financial Wellness Program

The program features a financial fitness assessment and score, personalized curriculum based upon needs and preferences, game mechanics, and one-on-one support from an internal team of retirement consultants.