Products

Columbia Threadneedle Premieres Strategic Beta ETF; and Change Finance Launches New Sustainable Investing ETF. 

Financial Engines has launched a College Expense Planner and a Retirement Healthcare Expense Planner.

Datapath has created a virtual superhero to guide employees through the benefits enrollment experience.

American Century reorganizes income fund; Nuveen releases ESG U.S. Aggregate Bond ETF; Voya enhances ETF model; and more.

Employers can manage HDHPs, promote enrollment and satisfy compliance requirements through a single partner.

The combined services of the firms are being rolled out in response to employers asking for a comprehensive investment strategy that ties health and retirement benefits together.

The solution offers three levels of risk within the same TDF family, leveraging exchange-traded funds wrapped within collective investment trusts to keep costs as low as possible. 

The website offers digital tools, videos, tutorials and more to help plan sponsors in the tax-exempt field raise the retirement readiness of their participants.

Hartford Funds expands fixed income ETF suite; Sage releases ESG Intermediate Credit Index; ICMA-RC opening investments to private sector.

Financial wellness program provider Edukate is collaborating with health and wellness company DHS Group to improve employee well-being by easing financial stress.

The introduction of Halley software into PlanSource solutions provides human resources teams with a time-saving tool for deducting benefits costs from payroll, among other capabilities. 

One of the first indicators investors will see on their new home page is a personalized recommendation for improving retirement readiness.

Lively’s integration with TD Ameritrade offers account holders access to an open-architecture set of investment options.

The tool leverages a 401(k) database to hone in on the often complex fee structure associated with retirement plans.

In the absence of the determination letter program, the law firm is helping plan sponsors of tax-qualified plans remain compliant with IRS plan document requirements.

The mutual-fund based program also offers an in-plan retirement income option and access to 3(38) fiduciary services.

Participants can check their account balances and view their retirement income projection, as well as see their asset allocation and three most recent transactions on the watch.

As part of the analysis of pension investments, the PensionSmart Analysis tool can examine different investment “glide path” options to help sponsors achieve specific goals related to funding...

The SaaS firm has expanded its platform and initiated new partnerships to help employers easily roll out student loan refinancing as an employee benefit.

The campaign can be used by public- and private-sector retirement plan sponsors.