Products

Aon has announced the launch of a new pooled employer plan (PEP) to be recordkept by Voya.

The new offering can be bundled with an investment professional’s delivery of a retirement plan to small businesses, or it can be offered on an education-only basis.

It covers a wide range of topics, from budgeting to preparing for retirement.

Enhancements include a new investment option from Principal Global Investors geared to minimize market risk by leveraging fixed income investment options that provide a guaranteed crediting rate.

Through July 3, companies can save $495 to $995 in setup costs by starting a 401(k) plan.

Lincoln Financial Group adds solution within director program; Franklin Templeton increases ETF lineup; Northern Trust announces new series trust; and...

The program will help employers facilitate student loan contributions under the CARES Act through 2020. 

SBA's founding principal says search engagements on the vendor platform will start at $25,000, depending on the nature and scope of the plan sponsor’s request.

It has engaged Savi to provide nonprofit and public service employees with an online tool to navigate government loan forgiveness programs.

The theory behind the new solution is that, as participants navigate life events and the inevitability of changing financial priorities, they need individualized and relevant support.

The search tool features detailed information on more than 700,000 U.S. retirement plans, and advisers can review the results with an October Three retirement plan partner.

Northern Trust and BlackRock partner on investor services and Allianz Investment Management launches new ETFs.

The firm has teamed up with health care financial services providers Optum Bank and Discovery Benefits.

Collective investment trusts are becoming more transparent; case in point, Hand Benefits & Trust Co. has gone live with more than 30 CIT tickers on the Nasdaq Fund...

The firm is also introducing a new corporate brand and website.

They are designed to help financial professionals better serve clients in the current digital environment in light of COVID-19.

One critical component of the Regulation Best Interest is the customer relationship summary form, or “Form CRS,” which provides new and existing clients with detailed information about a...

Two insurers have joined the effort to make lifetime income available in a simplified manner.

FutureFuel.io automatically directs cash back users receive to the purchaser’s student loan with the highest interest rate.

LeafHouse and Empower partner on managed accounts; Pacific Funds partners with Oranj on income-focused mutual funds; American Century Investments releases...