Products

Financial Engines will now offer integrated financial planning and investment management services with a dedicated planner for employees of sponsors using AFA advisory services.

The accounts are administered by Millennium Trust Company and earn a competitive market rate of return.

Lincoln Financial Group and Capital Group combine TDFs and annuities; Federated Investors, Inc. to rename brand and ticker symbol; and MSCI publishes principles of sustainable investing.

The collaboration gives Principal customers with an HSA through HSA Bank easy access to a comprehensive online snapshot of their retirement portfolio.

The solution automatically deducts funds from an employee's paycheck, after taxes, and deposits them into an account in an amount specified by the employee.

Professionals operating in the health care and higher education markets will find this feature particularly useful, the firm says.

The TIAA HSA will include a diversified series of TIAA-CREF and Nuveen mutual fund investments in an integrated TIAA online and mobile view.

The company says the design change allows it to shift its focus to holistically examine the user experience as it is designing new features.

Fidelity Investments releases bond model suite, and BlackRock announces sustainability as new standard for investing.

With EnrollNow, participants receive support as they make important decisions such as selecting a deferral amount and choosing funding options.

“The passage of the SECURE Act has been a long time in the making and will have a profound impact on the retirement system,” says Michael Kreps, a...

CUNA Mutual adds Stadion managed account service to platform; MSCI creates new fixed income indexes; Transamerica decreases fees on two high yield bonds; and more.

Franklin Templeton adds first alternative ETF; Innovator launches four power buffer ETFs; Vanguard announces lowered expense ratios on several ETFs; and more.

Vanguard changes manager structure of value funds, Northern Trust expands collateral management services, and Vanguard decreases expense ratios for international funds.

ConnectYourCare's health savings account (HSA) solution will be offered within T. Rowe Price's retirement savings plan recordkeeping platform.

Harbor Capital offers Robeco equity funds to U.S. clients; E*TRADE enhances stock plan administration platform; T. Rowe Price presents China Evolution Equity Fund; and more.

Aegon Asset Management Announces Global Integration; Avantis Investors Launches Additional Mutual Funds; and Vanguard Creates New International Bond Index Fund.

The new fund is offered through a group annuity contract, with underlying assets issued and guaranteed by the John Hancock Life Insurance Company.

Attorneys, corporate counsel, and ERISA professionals can gain hands-on knowledge to efficiently create and manage retirement and welfare benefits plans.

Pacific Global adds ETFs to complement flagship fund, and Federated Investors Reorganizes Investments of PNC Capital Advisors.