Products

Liveoak Technologies helps retirement plan clients input necessary information from multiple contributors in a simplified process. 

Principal created the Hispanic Market Program to provide specialized retirement education for employers with large Hispanic workforces.

DC plan participants are first put into a TDF, then upon certain triggers, moved to a managed account.

The integrated advice and recordkeeping service now offers three plans which combine digital services with access to CFP professionals.

The firm added engagement specialists to its team, partnered with Morningstar for advice, and added a suite of educational materials for participants.

Liz Davidson, founder and CEO of Financial Finesse, says there is a need for an established set of standards.

Through the interactive interface, plan sponsors can visualize how modifying certain plan design features may enhance participants’ retirement readiness as part of their overall financial wellness.

Cynthia Loh, general manager for Betterment for Business, suggests the firm is committed to competing against the largest and best-established recordkeepers in the defined contribution retirement plan industry. 

TIAA adds guaranteed income components to TDFs; Virtus launches Municipal Bond ETF; Alger revamps ESG fund; and more.

LifeLock Benefit Elite monitors 401(k) accounts and other investment accounts to detect potential fraud before bringing it to the attention of participants via email, text or phone.

Pension Inspector Release 10.0 seeks to improve ERISA retirement plan transparency through a variety of avenues, according to AtPrime Media Services.

Victory Capital expands ETF platform and RBC GAM rolls out new Class R6 shares.

According to a new whitepaper by MetLife, utilizing fixed income annuities can fix confusion over retirement planning. 

The new eBook thoroughly explains this new benefit that many small business owners may not understand or even be aware of.

In an article, the company offers sample governance and investment procedures designed to help plan sponsors get back on track toward achieving plan objectives.

First Eagle to add retirement shares to mutual funds; BCM expands smart beta solutions; Conning unveils LDI pooled fund suite; and more.

The redesigned retirement plan website is part of an overall effort to boost technological offerings in 2017.

Patient Care’s advocacy and transparency services help employees better understand the complicated health care system and make informed decisions about health care spending.

Both firms suggest digital and scalable fiduciary advice will be increasingly important under a stricter conflict of interest standard. 

The tool now measures retirement readiness by income goals.