Products

A strategic collaboration between Jiff and Mercer has produced a personalized health benefits platform. 

The SPARK Institute guidelines allow recordkeepers to translate information delivery and decision making supported by all lifetime income product providers to their own systems.

A new service from the firm helps retirement plan participants sustainably spend down DC accounts.

The PSCA has made available educational resources for retirement plan participants.

This week’s investment product launches include an expanded fund lineup from Guardian Retirement Solutions and a multi-asset growth fund from Oppenheimer.

The “MetLife 3 R’s to Retirement” campaign and website offer resources and guidance to public school district employees.

A new website from ABG Retirement Plan Services helps address income needs in retirement.

Public-sector retirement plan participants can conduct transactions through their mobile devices.

Franklin Templeton launched a flexible alpha bond fund; Morningstar announced new ESG tracking and reporting capabilities ; and American Century started a new alternative investment brand.

The company launched a short-term bond index fund and expanded its suite of responsible investment funds.

"By being able to register directly, Legacy 401k is able to provide our clients with the highest level of service," says Patrick Stuhr.

The purpose of the revision is to provide more specificity concerning the data to be shared between providers.

Small-plan clients can now receive fiduciary investment advice at a “frugal price,” says Frugal Financial Retirement Plan Services.

Major retirement plan recordkeeper reaches agreement to deliver independent advisory services via Financial Engines.

A new website offers remote access to rollover tools and resources from Millennium Trust.

A retirement planning management system provides education and guidance to positively influence the savings behaviors of plan participants in smaller companies.

R6 shares offer retirement investors a lower expense ratio than current institutional share classes from Goldman Sachs Asset Management.

One key to better engagement in the retirement savings effort is improving knowledge about how assets and liabilities accumulate, according to financial technology provider SmartAsset.

HelloWallet will become part of the Total Retirement Solutions platform in the fourth quarter.