Products

Macquarie Group’s Delaware Investments announces the availability of new retirement share classes; Baird’s Chautauqua Capital launches global and international mutual funds available in institutional shares.

The firm says implications for retirement plans are often not fully considered in mergers and acquisitions.

The BeneClick! mobile app combines insurance protection, health care coverage and retirement savings plans on a single platform.

The Employee Benefits Security Administration has posted a series of videos covering topics including budgeting and establishing retirement savings rates.

The calculators were developed to address the top financial concerns of consumers found in MassMutual's State of the Hispanic American Family study. 

Vanguard reports fund expense reductions; Nationwide makes Stadion’s StoryLine small business 401(k) solution available on its platform.

Asset International’s research library features reports from not only its U.S. media brands, such as PLANSPONSOR and PLANADVISER, but from other business units as well.

The new platform helps minimize investment fiduciary risk and increases efficiency for retirement plan sponsors and advisers who work in the small plan market.

Envestnet Retirement Solutions is providing fiduciary support for the selection of investment options.

Delegated investment management can materially benefit pension plans looking to add to their investment decision-making capabilities, the firm says.

Designed for long-term investors, the proprietary investment models analyze “a multitude of fundamental metrics drawn primarily from company financial statements.”

A new strategic partnership including Vertical Management Systems, Envestnet and United Retirement Plan Consultants will help deliver flexible fiduciary 3(21) and 3(38) outsourcing solutions.

iVEZT LLC and Legg Mason have launched the EZ IRA retirement savings platform for small businesses.

Wilshire Associates Inc. announced the launch of Wilshire Omnia, ‘a single-platform, fully integrated solution that delivers comprehensive portfolio risk analysis, attribution and performance measurement across markets and asset...

Lincoln Financial Group has launched a video interview series about women and personal finance.

Data collection is underway for the new benchmarking service, with rollout aimed for summer 2016. 

A new service from Millennium Trust helps employees search for and process old retirement account dollars that may have been rolled into an IRA. 

In addition to its mobile enrollment experience, iJoin offers simple education and messaging to engage participants.

Retirement plan sponsors can use the new RFP tool to score responses they receive during the formal search for a new adviser. 

LMCG Investments adds to small-cap offerings; Voya Financial expands access to its target-date mutual fund series; Fringe Benefits Design partners with Redhawk Wealth Advisors for ERISA fiduciary services.