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The program includes tools such as “money coaching,” where customers can utilize a financial professional for thirty days at no additional cost; identity theft protection and resolution services,...

Plan sponsors may now elect to enable participant website navigation in Spanish, as well as full translation of select pages.

Northern Trust purchases FX software provider; Nuveen incorporates ESG funds to fixed-income lineup and Nuveen launches quantitative strategies affiliate.

Optum says the enhancement has already shown results; accountholders who were targeted with new messages increased their balances, became eligible to invest, and chose to open investment accounts.

Once a participant has elected to “lock” their account, the individual will receive a special code to use in the future to initiate a transaction.

Touchstone Creates Additional Equity Funds; AAM Builds Third High Dividend Value ETF; and HB&T to Build ESG-Centered Collective Investment Fund.

The new online resource is specifically designed to help those older than age 50 with key issues to consider as they near retirement.

Morningstar Managed Portfolios advisory service will now have allocations to the Morningstar Funds Trust, and DWS partners with Skyline AI for real estate investing.

UBS says beginning with this launch, it intends to deliver a comprehensive set of workplace wellness services and tools to the firm's existing corporate client base of over...

Employees with equity grants, employee stock purchase plans and company shares should be aware of effects from the Tax Cuts and Jobs Act.

For Vanguard participants who elect to save in a HealthEquity HSA, Vanguard’s Retirement Readiness Tool technology will integrate their HSA information with their DC plan balance and other...

Small businesses who use Square Payroll can access affordable benefits like health insurance and retirement savings.

ABG Consultants selects Hand Benefits & Trust to establish a series of risk‐based CIFs; Russell Investments creates Income Model Portfolio strategies; Broadridge aligns with Tableau Software to deliver investment analytics;...

According to the firms, StoryLine’s approach “recognizes that every plan sponsor and employee is unique.”

With plan data and trends accessible anytime from a variety of devices, plan sponsors will be able to tailor strategies to help drive enhanced retirement-readiness outcomes for their...

The Standard Grows Stable Value Fund Options, and First Trust Creates Dow Jones International Internet ETF. 

The financial wellness program rounds up debit card purchases and checking account transactions to the nearest dollar and stores the change in employees’ Cookie Jar savings accounts. 

SSGA Creates Fixed Income Data and Investment Publication, and Northern Trust Selects Diversity-Focused Firms to Offer Investment Insight.

The guide provides a checklist for periodic reviews, key questions to ask and items to consider.

BlackRock Launches Multiple ESG Funds and Tools; Fingage Managed Account Solution Added to LT Trust Recordkeeping Platform; Franklin Templeton Acquisition Expands Alternatives and Fixed Income Offerings; and more.