Products

An ERISA litigator weighs in on whether information from a new analytics tool would be helpful to attorneys and their plan sponsor clients.

The Toroso ETF Industry Index allows investors to measure the performance of the wider ETF Industry including ETF sponsors, index and data companies, as well as trading and...

The document includes questions plan sponsors should discuss with investment fiduciaries and an implementation checklist.

The firm is promoting these funds as the first of its kind to offer access to direct real estate through a target-date mutual fund.

With the program, students will learn directly from David Donaldson, former senior Department of Labor (DOL) investigator and CEO of ERISA Smart.

The Alegeus platform will provide robust engagement tools that help consumers optimize their health care spending and maximize their health care savings.

American Century releases new alternative investments fund, and Thornburg Investment Management adds R6 share classes.

A partnership with Welltok allows employees to set personalized health goals.

Nationwide adds 3(21) fiduciary service from IRON Financial; Delaware Investments rebrands; Trust Company of America launches ETF Custody Advantage; and more.

The firm’s new approach is to perform testing on a quarterly basis.

The solution is an open architecture investment program with intuitive technology that allows for ease of set-up and ongoing management for plan sponsors and participants.

Fidelity Investment’s new assessment will take into account how people are managing their money as well as how they feel about finances.

Features include interactive dashboards that organize member benefits, expense summaries, plan eligibility, claim summaries, and more. 

The 403bCompare website serves as a helpful guide to easily compare up-to-date information across a variety of vendors, investment product options and account management fees.

The Private Equity Index will be integrated into Fidelity National Information Services’ (FIS) Data Exchange portal, a platform for sharing documents and data via advanced data visualizations, analytics...

The updated website offers pertinent videos and a variety of calculators to help assess student loan debt, tax issues and retirement preparedness.

The firm has introduced an index-based managed account and a QDIA that uses both target-date funds and managed accounts.

In an upcoming campaign, the company will share steps women can take to achieve enhanced financial outcomes.

The firm can issue an opinion letter to the plan sponsor or administrator that the plan, as timely amended to comply with IRS changes, continues to remain tax-qualified...

The Empower Health Savings Account will provide plan participants access to a financial-planning solution that integrates retirement savings with health care savings, helping them prepare for health care...