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Clients will be able to input distributions in one company's system and automatically send the data to the other company, instead of inputting the information again. 

The TDF series also takes a liability-driven investing approach to providing adequate retirement income.

State Street Global Advisors launches new SPDR Portfolio ETFs; FS Investments introduces open-end mutual fund; Vanguard selects Wellington to manage global balanced funds; and more.

With 3(38) Flex, Mesirow Financial reviews both the line-up’s asset classes and investments and, if both meet Mesirow’s criteria, they will approve the lineup.

Following the IRS' curtailment the determination letter program for retirement plan sponsors, McDermott Will & Emery is releasing an opinion letter and operational review program for individually designed...

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.