Products

A clean dashboard design gives savers an overview of their current account balance, recent transactions, investments and contribution rate.

A “Safe Harbor 101” handbook explains when a safe harbor 401(k) is needed and how they function.

The consulting firm has licensed with InHub, creator of a web-based request for proposals process.

Public-sector defined contribution retirement plans can benchmark themselves against similar plans based on plan type, plan demographics, plan design and features, services, investments, governance, and fees.

The participant website has a new retirement readiness tool which is featured as participants log-in.

The financial-services firm has released a fee-policy statement designed to help plan sponsors and their advisers evaluate fees surrounding retirement plans.

The company will help individuals with their 403(b), 401(a) and/or 457(b) plans.

Vanguard Innovation Center to Open in 2017; and Morningstar Launches Open Indexes Project with Free Access to Global Equity Indexes.

The digital educational program will be available to all John Hancock Retirement Plan participants and their families. 

SSGA launches new ESG strategies, and Millennium Trust expands Fund Custody Solution.

AccountantsWorld says its new offering in partnership with national retirement plan providers will help more small businesses offer retirement plans to their employees.

Clients of Global Shares' new equity compensation management platform will now be able to work with Fidelity to provide participant servicing and brokerage solutions.

By linking its software directly to PenChecks Trust’s “P3” online benefits processing portal, PensionSoft will enable its clients to access a suite of benefits distribution services.

PNC Retirement Solutions will offer 3(21) and 3(38) investment services.

Plan Management Corporation and CompIntelligence announced a strategic partnership and integration, aimed at delivering a “complete stock plan solution.”

In addition, the firm has added a conversation explaining the value of guaranteed retirement income.

“It is critically important for advisers and sponsors who are affected by the new rule to have a comprehensive, practical, and accessible resource for dealing with the opportunities...

Prudential reduces fees on mutual funds; Beaumont Capital Management releases smart beta series; and Ivy launches NextShares exchange-traded managed funds.

The Institute's first white paper, "Using Decision Styles to Improve Financial Outcomes – Why Every Plan Needs a Retirement Check-Up," examines the two primary styles that people use...

The firm says TPAs and plan design consultants offer invaluable compliance expertise, helping to ensure a variety of unforgiving obligations are met under the Employee Retirement Income Security...