Products

The white paper explains why a review of insurers’ administrative capabilities and practices is such a crucial part of fiduciaries’ responsibilities in light of the Department of Labor’s...

Mercer suggests the Trends module will be updated on a quarterly basis with real data on investment manager searches, enabling users to create custom reporting and filtering.

It shows plan balances and projected retirement income.

Known as the ClearDirection Plan Management program, a new client service approach from CUNA Mutual Retirement Solutions focuses on simplifying key administrative processes.

Website enhancements build on Milliman's PlanAhead for Retirement projection tool, the firm explains. 

Discussions with plan sponsors also reveal the benefits to plan sponsors of utilizing automatic enrollment and automatic contribution escalation.

John Hancock Investments enacts expense reductions in TDF suite; Defined Contribution Real Estate Council publishes investing checklist for plans; Morningstar introduces new global risk model.

Fidelity Drops Pricing on 27 Index Mutual Funds and ETFs; Lindner Capital Advisors Announces Fee Structure for New 401(k)s

From an attribute standpoint, Bob Ward, chief revenue officer for Vertical Management Systems, says ETFs make “all the sense in the world” for use in DC plans.

The toolkit promotes and addresses the varied components of wellbeing, including physical health, emotional balance, financial stability and strong social bonds.

American Century Investments redesigns and renames large cap equity fund; Wilshire Associates Incorporated announces the launch of the Wilshire Bond Index.

The program covers a wide range of personal finance issues, such as debt and credit scores.

Bright Choices helps employers save money on their health care costs by setting predictable budgets—while allowing employees to personalize their benefits package with a selection of health, dental,...

Alongside the introduction of three new funds, Fidelity has unveiled an “institutional premium” share class.    

The private-label HSA investment platform is being offered to banks and credit unions.

The money “checkup” tool asks people about their goals and reveals where they need help.

Retirement and health plan participants will access a personalized, interactive experience designed to support their specific health-, wealth-, and career-related goals, available from any mobile device or computer.

The efforts include a redesigned website, growing social media presence, a new print and digital advertising campaign and ongoing sports marketing initiatives.

The Small Market Solution also features enrollment in Worksite Financial Solutions.

The tools are aimed at lowering health benefit costs for employers and improving the quality of benefits for employees.