Products

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.

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...