Products & Services

SaveDaily Upgrades 401(k) Statement Tool

Recordkeeping technology provider SaveDaily.com can now post vesting to 401(k) participant statements and is now offering fulfillment options including electronic and mail distribution.

CIGNA Offers HSAs to Small Businesses

CIGNA HealthCare announced it is offering the availability of health savings accounts (HSAs) through JPMorgan Chase to employers with fewer than 50 employees.

Morningstar Unveils Fixed-Income Indexes

Morningstar, Inc. plans to come out with a family of fixed income indexes, which can be licensed to institutions for the creation of investment vehicles including such things...

“Clean″ ETF Set to Launch

First Trust Advisors is slated to introduce this month an exchange-traded fund (ETF) that tracks the NASDAQ Clean Edge US Liquid Series Index.

AXA Equitable Releases Fiduciary Info Product

AXA Equitable has unveiled the Fiduciary Toolkit, a resource available through its Retirement Strategies 401(k) product aimed at helping small to mid-size defined contribution plan administrators manage their...

Oppenheimer Enhances Retirement Income Manager

OppenheimerFunds, Inc. has announced enhancements to Retirement Income Manager, its free software tool which allows advisers to assess a client’s probability of meeting income needs during retirement based...