Products

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...

Seyfarth Benefits Consulting features a growing range of services.

Some tools make simple estimates, while others consider more parameters, an analysis finds.

Merit Financial Group has rolled out its “Worksite Financial Wellness Platform.”

The new funds will leverage the research and portfolio management expertise of sub adviser Wellington Management Company.

At an additional cost, the program is also provided to employees and would be tailored to each individual’s goals and objectives.

Just last week, intellicents announced it was adding financial planning to its services menu.

As the law changes, and as plan documents have to be amended, plan sponsors will no longer be able to rely on their existing IRS determination letters. 

The simulator shows the potential impact of reform options on plan cost and retiree benefits.

In conjunction with MidAtlantic Trust Co., Paychex is also now providing a solution to levelize the commissions paid to financial advisers from fund companies.

The report is designed to help readers understand fiduciary responsibilities and corresponding liabilities, and offers recommendations and guidance for managing these duties.

The free tool allows employers to compare the various costs that go into running a 401(k) plan, including fees for recordkeeping, administrative and custodial services.

The PFaroe system uses real-time data and projection models to analyze and manage risk.

The tool gathers millions of data points to determine participant actions and identify plan-design flaws, while offering solutions.

Videos illustrate fun scenarios that highlight some questionable reasons Millennials might give to explain why they’ve put off saving for retirement.

The solution provides retirement plans with data-driven insights about the health and performance of their plans.