Products

Measuring the success of a DC plan includes more than the traditional metrics.

An expanded plan sponsor support program from OneAmerica aggregates and adds to the firm’s previous retirement-related offerings.

Content in the myStockOptions.com Tax Center provides insights into the prevention of tax return mistakes for equity compensation plans.

An evaluation tool created by NARPP can be used to measure the impact of education programs and initiatives.

Vanguard says it is expanding its family of target-date funds, with plans to introduce a new line of low-fee Institutional Target Retirement Funds.

A new investment research tool from Aon Hewitt provides “insightful and transparent” ratings of thousands of investment products, based on eVestment data and analytics.

LGIMA has hired Mark Toomey, senior client portfolio manager, to assist with its expansion.

Dave Ramsey's SmartDollar financial education program provides information about making and sticking to a budget and eliminating debt.

Loss of employer-provided benefits can cause budget issues for retirees.

A new retirement income investment option from Voya Financial and AllianceBernstein seeks to deliver a sustainable lifetime income strategy for participants in large 401(k) plans.

Greenspring Wealth Management has launched the Target Date (k)larity evaluation tool, aimed at supporting the fiduciary needs of retirement plan sponsors and participants.

Dave Ramsey’s SmartDollar takes a holistic approach to retirement education, focusing on behavior and teaching people the basics: budgeting, saving for an emergency and getting out of debt. 

The boutique investment advisory and consulting firm has launched its ERISA 3(21) and 3(38) investment fiduciary services in response to strong demand.

The launch of ERISApedia.com provides retirement plan sponsors, administrators, attorneys and advisers with easy access to compliance information and important retirement industry materials.

Mercer announced the release of informational booklets providing updated guidance about Social Security and Medicare for 2015.

An educational video series by the Stable Value Investment Association has been released, advising investors and financial professionals about stable value funds.

Capella Healthcare has implemented a new program it believes will make a big difference in employee financial wellness.

PNC Retirement Solutions released a zero revenue sharing mutual fund platform for defined contribution retirement plans.

Becoming a PlanMember Financial Center allows for the expansion of retirement investment planning and financial education opportunities for educators and employees of non-profits.

A new product expands access to institutionally priced lifetime income for thousands of retirement plan participants.