Products

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.

The hope is that this will reduce 401(k) hardship loans.

Vanguard modifies advisory arrangement for Explorer Value Fund; FTSE Russell unveils Green Revenues model; Franklin Templeton Investments introduces LibertyShares strategic beta ETFs; and more.

A series of whitepapers address concerns for small and mid-size employers.

Participants in state and local government retirement plans can use text to receive account updates and have more options for contacting the plan provider.

The company seeks to help employees pay bills and save for emergencies with a new integrated service.

An enhanced mobile app and “advanced biometric account access” are among the new features being touted by Schwab Stock Plan Services. 

“The index helps plan sponsors determine where and when it is good to take liquidity risk,” says Thierry Adant, with Willis Towers Watson.

Oppenheimer unveils new infrastructure fund; SEI adds Real Assets Multi-Strategy Fund to CIT; Morningstar ‘Framework’ Helps Glide Path Decisions, and more.

The solution includes content designed to drive retirement plan participant engagement and spur specific actions.

The recordkeeping solution has been extended to more retirement plans in the small market.

Putnam Investments offers new strategies for uncertain markets; American Century Investments announces the public availability of AC Alternatives Long Short Fund; GSAM makes progress on planned merger of...

A white paper from Principal discusses how in-plan deferred income annuities address risks employees face in retirement.

Beyond the SmartPath offers retirement savings advice from interviews with retirees.

Russell to focus more on multi-asset solutions; Wilshire Consulting launches Wilshire ClimateLens; Hartford Funds to acquire strategic beta ETF provider.

A wearable activity tracker is now available.