Products

Their offering will enable participants to notarize important retirement plan documents without leaving their home.

It also include 3(21), 3(38) and 3(16) fiduciary support for plan sponsors

Nationwide launches U.S. equity fund; Fidelity Investments lowers minimum for premium class of index funds; and Versor Investments builds new investor research center.

Broadridge and Third Economy launch ESG advisory service and SimCorp partners with Colmore on new data service.

PEP-RFP.com offers three levels of service, from access to a database about pooled plan providers and their pooled employer plans to a full request for proposals process.

Vanguard announces plans to launch ultra-short bond ETF and Annexus Retirement Solutions releases Lifetime Income Builder. 

Franklin Templeton releases research hub; CAVU launches impact investing share classes with Invesco; and Franklin Templeton grows ETF suite.

An advisory describes what constitutes a partial plan termination as well as what steps plan sponsors need to take to fulfill their fiduciary duties if one has occurred.

In a partnership with BenefitEd, Securian is offering college savings and employer-assisted student loan repayment benefits, and more.

The California 401(k) Plan offers higher contribution limits, a stable value fund that outperforms and Roth eligibility regardless of wage level versus CalSavers, an announcement says.

Brighton Health Plan Solutions says its platform removes barriers that keep many small and medium-sized employers from realizing significant health care cost savings and quality improvement.

UBERDOC for Employers makes health care more accessible and can be paid for using a health savings account or medical flexible spending account.

Nuveen expands TDF solutions with new series; Avantis releases first bond ETF; Vanguard lowers minimum investment for target retirement funds; and more.

The tool allows tax-exempt plan administrators to manage several DC retirement plans simultaneously.

The firm says the aim with each is to help participants reach their financial goals.

The new division of Annexus will focus on “re-engineering” target-date fund (TDF) structures to better enable guaranteed lifetime income as part of defined contribution (DC) plans.

Nationwide announces new suite of in-plan annuities; SC Ventures and Northern Trust to launch Zodia Custody; Wilmington Trust and Neuberger Berman collaborate on CIT distribution; and more.

The company contends its PEP offers greater levels of efficiency, as it can be integrated with the Paychex payroll.

Political results and the Tax Cuts and Jobs Act could affect year-end planning decisions for those holding stock.

Domini Impact Investments releases mutual fund and ASI launches several ESG-focused funds.