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Products June 22, 2016
vWise, Schwab Retirement Technologies Partner on New Tools
The personalized video and online calculator are both focused on retirement income.
Reported by Lee Barney
vWise has partnered with Schwab Retirement Technologies to offer two new tools focused on retirement income: PowerView and IRIO.
PowerView takes into account an individual’s balance, asset allocation, year-to-date contributions and employer matching funds to project their balance at retirement—in the format of a personalized video that provides specific next steps to improve that outcome.
IRIO, the Integrated Retirement Income Optimizer, encourages participants to contribute more to the plan by showing how increases in contributions translate directly into higher monthly income in retirement.
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Osaic Enhances Retirement Income Tool for Financial Advisers
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Broadridge Launches Retirement Income, Stable Value Evaluator
The new tool allows plan fiduciaries to evaluate the growing list of in-plan DC annuity options.
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Technology Integration ‘Linchpin’ for In-Plan Retirement Income
Middleware providers that offer annuity incorporation and portability across retirement plan recordkeeping platforms will play a key role in uptake,...