PEP-RFP.com offers three levels of service, from access to a database about pooled plan providers and their pooled employer plans to a full request for proposals process.
Charles Schwab releases variable annuity options; Vanguard announces plans to launch ultra-short bond ETF; and Annexus Retirement Solutions releases Lifetime...
Broadridge Financial Solutions collaborates with AI company; Franklin Templeton releases research hub; Morningstar launches market insights platform; and more.
The solution allows plan sponsors to rethink their default option by choosing an investment model for each employee, rather than a single target-date series.
The feature comes at a time when administering multiple plans at once can be a confusing process for employers with little knowledge of the retirement industry.
First Affirmative launches AffirmativESG; Dimensional Fund Advisors to add new actively managed ETFs; Conning adds Climate Risk Reporting and Scenario...