Magnifi Integrates Fi360 Fiduciary Score
Fi360 scores can recommend best-fit products while staying in compliance with Reg BI requirements.
Products
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.
Investment Product and Service Launches
Fidelity expands model portfolios and T. Rowe Price secures PNC Stable Value Fund.
ForceManager, ERISApedia.com Launch Tool That Combines Plan Data With CRM
It integrates Form 5500 data with a customer relationship management system.
UBS Adds Student Loan Debt Repayment Program to Workforce Suite
The investment firm has also added personalized financial wellness digital capabilities.
Nationwide Announces Upcoming Annuity Suite and New Partnerships
Additionally, in 2021, Nationwide will introduce several in-plan lifetime income options that pair income guarantees with TDFs.
Getting Income Projections Right
Retirement industry practitioners support the provision of mandatory lifetime income disclosures to plan participants, but they also emphasize the importance...
Investment Product and Service Launches
Pentegra and IQCIO announce new ETF model portfolios; Invesco QQQ suite reveals additional offerings; Vanguard adds Sprucegrove to oversee value...
Transamerica Will Recordkeep Lockton Northeast PEP
Lockton announced in August that its new outsourced administrative responsibilities (OAR) practice will make PEPs the first order of business.
JPMorgan Everyday 401(k) Platform Signifies Micro-Market Competition
SS&C Technologies will act as the underlying recordkeeper for the Everyday 401(k) small-business retirement plan solution, which the firm’s leadership says will complement the existing Retirement Link platform...
BPAS Introduces PensionEase
The offering includes participant recordkeeping and compliance monitoring.
LT Trust Offers Data Visualization Technology
The aim of PartnerLens is to help advisers serve clients more effectively.
Advisor Group Adds Digital Marketing Tools to Platform
The new capabilities include artificial intelligence and personalized video content.
Investment Product and Service Launches
Allianz Life launches solutions platform for RIAs; Wilmington Trust adds sign-on program; Columbia Threadneedle announces 2021 successor; and more.
UK Firm to Launch PEP Recordkeeping Solution in the U.S.
Smart says it supports advisers of all sizes and that its platform also facilitates the use of lifetime income in retirement plans.
Transamerica Launches Student Loan Repayment Program
It enables sponsors to shift their benefits dollars to the retirement plan or to an employee’s student loan servicer.
Ascensus to Launch a Customizable Retirement Digital Sales Experience
The system will be rolled out to advisers in the fourth quarter and to other institutional partners shortly thereafter.
Capitalize Launches 401(k) Account Search and Rollover Solution
The platform helps users locate former 401(k) accounts, matches them to IRAs at leading financial institutions and initiates rollovers on their behalf.
PNC Launches Financial Wellness Business
The firm already offered a number of financial wellness solutions across its lines of business.
Investment Product and Service Launches
CTIM adopts Bloomberg PORT Enterprise, AIM solutions; SS&C Technologies introduces insurance marketplace; Franklin Templeton announces new all-inclusive fee structure; and...