Products December 15th, 2020 Benetic Introduces Provider Search Platform Tool The new platform claims to reduce ‘months into minutes’ for RFIs and RFPs.
Products December 15th, 2020 ‘Annexus Retirement Solutions’ Launch Signals Rise of DC Plan Lifetime Income The firm says the formal launch of Annexus Retirement Solutions precedes the rollout of innovative in-plan retirement income solutions in 2021.
Products December 10th, 2020 Investment Product and Service Launches Nationwide announces new suite of in-plan annuities; SC Ventures and Northern Trust to launch Zodia Custody; Wilmington Trust and Neuberger...
Products December 10th, 2020 Paychex Introduces a Pooled Employer Plan The firm says the PEP will reduce fiduciary liability for employers.
Products December 10th, 2020 Vestwell Partners With Envestnet on 3(38) Services The services will now be available to Vestwell advisers.
Products December 3rd, 2020 Investment Service and Product Launches Domini Impact Investments releases mutual fund; FIDx partners with American Equity and Eagle Life; and ASI launches several ESG-focused funds.
Products December 1st, 2020 ShareBuilder 401k Announces Fee Wavier Program The firm says it is waiving set-up fees on all of its 401(k) plans through December 22.
Products November 30th, 2020 Transamerica, Aegon Partner on Turnkey DB Solution It aims to bring all aspects of managing a defined benefit plan together.
Products November 24th, 2020 Nationwide Extends Fee Waiver for New Business The firm is also offering a 90-day trial period of its managed account solution to retirement plan participants.
Products November 19th, 2020 Investment Product and Service Launches First Affirmative launches AffirmativESG; Dimensional Fund Advisors to add new actively managed ETFs; Conning adds Climate Risk Reporting and Scenario...
Products November 17th, 2020 Mesirow Partners With Newport Group to Offer PEP The pooled employer plan that will launch in 2021 is for small and mid-sized employers.
Products November 17th, 2020 Commonwealth Launches Commonwealth Connect The digital platform was built to help affiliated advisers foster connections.
Products November 16th, 2020 Principal to Launch Pooled Employer Plan With its PEP, the firm plans to simplify plan administration and reduce fiduciary risk to help more businesses offer a retirement plan.
Products November 16th, 2020 PenChecks Launches Online Retirement Distribution Processing Platform Called Amplify, it is meant to make it easier for TPAs, plan sponsors, recordkeepers and participants to handle distributions.
Products November 12th, 2020 Investment Product and Service Launches Northern Trust updates investor portal for alt asset managers, SSGA introduces corporate bond ESG ETF, and Mercer launches climate transition...
Products November 12th, 2020 Voya Launches Online, Interactive Budgeting Calculator The company continues to add to its digital retirement and financial wellness tools.
Products November 5th, 2020 Magnifi Integrates Fi360 Fiduciary Score Fi360 scores can recommend best-fit products while staying in compliance with Reg BI requirements.
Products November 2nd, 2020 Mercer Announces Plans to Launch PEP in 2021 The consultant has selected Empower Retirement as a recordkeeper for its outsourced 401(k) solution as well as for the intended pooled employer plan.
Products October 29th, 2020 Investment Product and Service Launches Fidelity expands model portfolios and T. Rowe Price secures PNC Stable Value Fund.
Products October 28th, 2020 ForceManager, ERISApedia.com Launch Tool That Combines Plan Data With CRM It integrates Form 5500 data with a customer relationship management system.