Products

The BPAStify tool uses a live video identity verification process.

The benefit offers more flexibility for employees and employers, a survey finds.

BlackRock announces option to include annuities in target-date strategies; Vanguard expands active roster with Core-Plus Bond Fund; Willis Towers Watson, Qontigo launch climate transition indexes; and more.

PAi Trust Co. will be the pooled plan provider, and Morningstar Investment Management will select and manage the investment lineup.

Victory Capital expands VictoryShares ETF offerings; RetireOne and Midland National launch portfolio retirement income guarantee solution; Transamerica broadens availability of stable value option; and more.

The solution includes identifying decedents with CertiDeath, locating missing participants and/or beneficiaries and updating personally identifiable information (PII), among other things.

The tool is designed to show employees the benefits of using a health savings account to prepare for medical expenses in retirement.

A more accurate estimate of longevity will help DB plans implement a better risk management strategy, the partnering providers say.

abrdn presents new industrial metals ETF; Vanguard to lower investor costs through enhancements to its target retirement series; State Street expands fixed income ETF offering; and more.

Its features include an online Quick Start tool for plan quoting and optional investment fiduciary services from Morningstar.

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.