Products

The end goal of StoryLine is to have each participant on an investment path personalized to their own circumstances and needs.

Beaumont Capital Management launches smart beta solutions; Vanguard adds 2065 TDF; Pacific Funds cuts fees on fixed income funds; and more.

The new platform is designed to facilitate clients’ data access and management, and security measures allow the user or manager to determine precise access levels for each individual...

Prudential launches new TDF suite; Natixis releases ESG TDFs; and Vanguard reports reduced expense ratios.

The customizable benefits portal is made to help employees choose, enroll, and understand how to use a variety of health care and financial benefits.

Hartford Funds reduces dees for strategic beta ETFs; John Hancock launches ESG-focused funds; Nuveen introduces ESG-focused ETFs.

Morningstar’s HelloWallet platform has released a new financial wellness tool to help people decide when to allocate to retirement savings and when to pay off student loans.

Both calendars track vital compliance deadlines for plan sponsors and can be viewed via interactive webpages, apps and PDFs.

LGIMA launches Scientific Beta funds for retirement plans; MFS launches 2060 TDF; and more.

Icon has been designed for independent contractors and ‘gig workers,’ people who work for an employer that doesn’t offer a plan, as well as employers who don’t offer...

T. Rowe Price expands 401(k) brokerage services with Charles Schwab; USAA launches R6 retirement share classes; T. Rowe Price introduces Total Return Fund; and more.

Because plan establishment occurs on the web, employers and employees pay no set-up fees.

BlackRock updates Lifepath TDFs, and SSGA to introduce proprietary indexes to replace terminated Russell indexes.

The financial wellness tool offers tips to users based on their retirement savings “persona.”

A new solution helps employees view the HSA more like a retirement account for their health.

The WTIA's partnership with Empower Retirement enables employers to offload virtually all administrative tasks.

Charles Schwab Updates CTF Prices; Northern Trust Asset Management Strengthens Liquidity Solutions Team.

The firm has expanded its deferred income annuity product offering by making it available as a qualified longevity annuity contract.

The “Fiduciary Advantage” platform enhances plan sponsor/plan adviser relationships through fiduciary protection, support and more.

Topics discussed include how often plan sponsors should review their third-party fiduciaries.