Products

Mercer's clients in the United States will have access to Club Vita's proprietary longevity assumptions, analytics and reporting, which will help them to better assess and manage their...

With the solution, created using GuidedChoice data, plan sponsors and consultants can more easily identify participants who might be falling behind, provide data-driven advice and make more strategic...

Buffalo Funds introduces institutional class shares; Nuveen adds to Diversified Dividend and Income Fund team; and State Street Global Advisors launches ESG money market fund. 

Beginning in the third quarter, pension annuity customers whose accounts came to OneAmerica through a pension risk transfer (PRT) will be able to see to their account, make...

American Century Investments to develop new equity and fixed income suite; HealthSavings Administrators releases HSA investment vehicle; DWS Group launches ESG ETF; and more.

For retirement plan sponsors, the CEFEX Independent Assessment Report offers a method to document the selection and monitoring of their service providers, thereby helping them fulfill their fiduciary...

A company executive says Club Vita’s analysis will lead to material savings and less risk for defined benefit (DB) plan sponsors.

Morgan Stanley builds low-minimum impact portfolio suite; American Century Investments decreases ETF management fee; Sun Life Financial consolidates asset management businesses; and more.

According to the Insured Retirement Institute, systematic withdrawal strategies, whether a simple “x%” rule or based on a more sophisticated stochastic analysis of the probability that assets will...

LGIMA builds ESG strategy for DC plans; Russell Investments announces tax-managed fund for long-term investors; and FTSE Russell Introduces Preliminary Report of Indexes' Reconstitutions.  

For employers, BrightPlan provides an assessment of the state of financial wellness across their employee base and identifies ongoing opportunities to help employees increase their financial acumen.

Vitality clients will purchase SmartDollar and roll it out to their employees as a free financial wellness benefit.

FlexPrecision is low-cost and simplifies operations while providing access to well-known investment funds with LeafHouse 3(38) fiduciary investment manager protection.

The firm says plan sponsors in the smaller end of the market are underserved, and believes the expansion will lead to better fiduciary options and resources. 

The products are designed to meet the demand for multifactor strategies in retirement plans by offering investors access to investment approaches that Hartford Funds offers only through exchange-traded...

Fidelity investments is announcing a 14% price reduction on its target-date funds (TDFs), resulting in most of those funds having lower expense ratios than comparable Vanguard index target-date...

Among other things, the Cybersecurity Risk Management Program, in consultation with the plan sponsor and fiduciaries, includes the development of a prudent process for cybersecurity management including policies...

CensiblyYours designates a 3(38) investment adviser to assist plan sponsors and offers participants access to the financial education platform Edukate.

The firm is anticipating passage of the SECURE Act, which offers an annuity selection safe harbor for defined contribution (DC) plan sponsors.

Allianz Global adds PFaroe for DB plan investment reporting, and Morningstar acquisition expands fixed-income analysis.