Products

It covers a wide range of topics, from budgeting to preparing for retirement.

A new book, ‘COBRA Administration for Dummies,’ offers both simplified explanations and detailed descriptions for a number of COBRA topics.

The enhancement to its CoPilot service for small and startup plans also includes investment management from Wilshire Associates.

A case study reveals how, even during the market downturn caused by the coronavirus, an equity compensation plan helped employees build assets.

Lincoln Financial Group adds multi-manager solution within director program; Franklin Templeton increases ETF lineup; Northern Trust announces new series trust; and more.

The program follows provisions in the CARES Act that allow employers to pay up to $5,250 of employees’ student loans tax-free.

The service is designed to help organizations make informed decisions about hiring and retaining providers when travel restrictions or budgetary constraints preclude in-person assessments.

MyRetirement illustrates retirement plan participants’ spending levels in retirement so they can make informed decisions.

Employees of nonprofit and public sector AIG Retirement Services clients that are offering the new student debt solution will be able to find Savi’s technology on their retirement...

The MyTrack approach is based on a series of four demographic personas for which motivations, future goals and pain points are identified, as well as potential solutions.

Northern Trust and BlackRock partner on investor services; Allianz Investment Management launches new ETFs; and Hand adds tickers to CITs.

The partnership enables WinTech’s users to seamlessly use Club Vita’s personalized suite of survival tables.

The firm is also introducing a new corporate brand and website.

Two insurers have joined the effort to make lifetime income available in a simplified manner.

Users can get up to 30% cash back on items from more than 450 brands, which FutureFuel.io automatically directs to the purchaser’s student loan with the highest interest...

American Century releases online TDF tool; Securian adds personalized managed accounts to solutions; BNY Mellon launches Investor Solutions RIA; and more.

As employees make savings decisions, the app—available this summer—will offer illustrations of what those elections might mean for future progress.

The digital tool helps participants project their own retirement readiness and model the impact of taking different steps to improve it.

The guide provides employers with the tools, resources and strategies they need to provide the best financial wellness programming for their employees.

Planning Assistant is designed specifically for the COVID-19 crisis and takes into account the latest CARES Act rules and resources available.