Products

The firm will also assume the role of investment adviser to the plan, and therefore accept most of the fiduciary responsibilities as well. 

The partnership will focus on the firm’s National Chamber of Commerce Micro Market Solution.

The model is informed by sustainability and industry frameworks, research and analysis to reduce noise, normalize data and address size bias and disclosure gaps.

The break will apply to 401(k) plans that sign up with the company between August 1 and December 31, 2020.

The new feature is powered by Devenir.

The READYSAVE app will leverage behavioral prompts to drive better outcomes.

The move will expand the availability of the firm’s Certified Financial Planners to working and retired participants.

The goal is to help sponsors address COVID-19’s impact.

ISS ESG releases new ESG fund rating and EPIC Retirement releases managed account feature to service providers.

Cash back on spending can be contributed to a 401(k), 529 plan or HSA.

WisdomTree builds ETF portfolios for fintech firms; SSGA adds new ESG ETF; and IM issues fee benchmarking solution. 

The platform is known as ‘GRACE’ and seeks to make it easier for advisory firms to meet the requirements of Regulation Best Interest while working in a remote-first...

The offerings include an HSA, HRA and FSA.

Lincoln Financial Group releases new guaranteed lifetime income option; MUFG adds Broadridge loan tracker; and USI Advisors adds Investment Metrics...

RobustWealth launches adviser-centered solution; Franklin Templeton adds fixed-income ETF offering; OneAmerica releases RetirementTrack target-date series; and more.

The partnership is said to improve the integration of pension actuarial and liability analytics into Graystone Consulting’s investment advice.

The firm is introducing a simplified Form 5500 compliance reporting process, marking the second phase of its compliance dashboard enhancement effort.

Advisers can view information across all plans, compare plan performance against industry benchmarks and review individual plan or participant-level data.

The RCH Auto Portability service automates the consolidation process for small retirement account cash-outs.

The alliance will allow advisers to have an ‘end-to-end’ process for retirement advice and design solutions.