Products

EPIC incorporates StoryLine to platform; Sterling Capital adds R6 share class to select mutual funds; and PAAMCO launches alternative beta tool.

Manning & Napier created a set of reference guides to break down exactly what individuals need to know about the new tax law, Social Security, Medicare, and long-term care...

“Financial stress distracts employees and can hurt an organization’s bottom line by lowering productivity, increasing turnover and harming workers’ health,” warns Elias Vogen, Securian’s director of group insurance...

ISS creates environmental and social scoring solution; Morningstar partners with FTSE Russell to increase index marketplace; Franklin Templeton adds ETFs to LibertyShares lineup; and more.  

Facial recognition is available to iPhone X users who download MassMutual’s RetireSMART mobile app.

The initiative comes after Transamerica studied the parallel nature between physical and financial lifestyles.

403(b) plan sponsors pay just $600 for full service administration and plan document services.

Ahead of small adjustments being made for 2018, the Endowment Index gained 17.61% for the calendar year ended December 31, 2017.

BCG adds 401(k) managed account from Stadion to recordkeeping platform; Mercer partners with Investment Metrics for client reporting; BCM TDF series to offer protection within uncertainty; and more.

The tool aims to relieve anxiety caused by personal finance woes.

Risk Strategies' partnership with DirectPath will help employers save on health care by educating their employees on the complex health care landscape and empowering them to make better,...

The team will focus on retirement and voluntary benefits for larger health care employers.

Participants in 401(k), 403(b) or other defined contribution (DC) plans can compare administration and individual mutual fund fees to fees in an individual retirement account (IRA).

The fund, named the Alger 25 Fund, will hold 25 high-conviction stocks and have a performance-based management fee. 

Empower’s PlanVisualizer aims to create a holistic view of a client’s retirement plan in its current state, along with the ability to model how changes to key design...

According to Voya, the new tool allows employees to visualize their own path towards retirement and future financial goals.

The provider of retirement planning services to public education and nonprofit organizations says that the websites provide information on retirement for individuals at every career and life stage,...

The firm’s first white paper shows how effectively managing health conditions can save money for employees, and if that savings is invested in retirement plans, generate more income...

A white paper unpacks aspects of the new law that will affect a wide range of retirement, benefits and payroll professionals.