Products

Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and MainStay moves target-date funds to other asset allocation...

The new solutions will help employees manage student loan debt, navigate job changes, access financial coaching and develop a personalized financial roadmap.

While the service is offered as a package, plan sponsors will be able to choose select solutions for their needs.

Empower Retirement says its new student loan repayment solution can help individuals take action to achieve better financial security through smarter debt management.

New features include a simplified enrollment process and ability to set automatic contribution increases.

WisdomTree Restructures European and Japan Equity Funds; SSGA Launches Sector Rotation SPDR ETFs; Vanguard Files SEC Registration for Commodity Strategy Fund; and more.

The enhancements are designed to offer a streamlined participant experience and resources to support smarter spending and saving decisions.

Steidle Pension Solutions’ comprehensive services include testing, calculations, plan valuation, document services, actuary certification, Form 5500 preparation, and more.

The report discusses the power of compounding, finding extra dollars to save, saving for college and retirement and managing debt, and provides asset allocation guidance.

The new service by Clear Disclosure Partners is used by TPAs, recordkeepers, and retirement plan consultants to assist plan sponsor clients in monitoring the ongoing regulatory disclosure information...

Principal Financial Group launches the Principal Guaranteed Option, while Charles Schwab introduces subscription pricing for robo-advice. 

Travis Symoniak, Securian Financial’s manager of group insurance enrollment solutions, says more employers are offering voluntary benefits to help improve their employees’ financial security; however, enrollment can often...

The new offering will have three menus—core menu, core plus and expanded menu—and depending on the demographics and investment acumen of participants, plan sponsors can choose the best...

A new calculator from Millennium Trust, the Automatic Rollover Savings Calculator, allows plan sponsors to see their potential cost savings by automatically rolling over participant account balances of...

According to Lori Dickerson Fouché, with TIAA, “The enhanced Retirement Profile tool shows TIAA annuity customers how the combination of lifetime income—such as fixed and variable annuities, Social...

Schwab Adds Conestoga Fund to Mutual Fund List; GSAM Acquires Standard & Poor's Investment Advisory Services; and Firm Offers FDIC-Insured Alternative to Stable Value Funds.

LT Trust's new website will serve as a 401(k) resource center to employers sponsoring 401(k) plans and to their employees.

MapMyFinances replaces MapMyBenefits and creates a to-do list of simple, actionable steps to help employees reach their financial goals.

The new publication is authored by industry expert S. Derrin Watson, J.D.

ProShares Launches ETF for Growing Pet Care Firms; HB&T Reveals Upcoming Sequence of Collective Investment Funds; and Salt Financial Files Registration for ETF That Pays Investors.