Morgan Stanley builds low-minimum impact portfolio suite; American Century Investments decreases ETF management fee; Sun Life Financial consolidates asset management...
Outdated withdrawal strategies and risks retirees face create a need for the use of products and solutions that guarantee income, according to the 2019 Insured Retirement Institute (IRI)...
Fidelity presents new model portfolios; LGIMA builds ESG strategy for DC plans; and Russell Investments announces tax-managed fund for long-term investors.
Vitality, a provider of health and wellness solutions for employer groups, health plans and insurers around the globe, is making SmartDollar available to all of its clients as...
The firm has worked with larger organizations for the past four decades, but credits the expansion towards a need for more fiduciary resources in the smaller business market.
With its fee reduction, 21 of the 22 Fidelity Freedom Index Funds will have total net expenses lower than comparable Vanguard index target-date funds, Fidelity says.
Along with offering five custom target-date proposals, the feature will designate 3(38) investment advisers to assist plan sponsors with their investment fiduciary responsibility.
“ANNUA is challenging the status quo around retirement savings by helping pioneer lifetime income features within 401(k)/403(b) plans at a time when participants are experiencing insufficient account balances...
The integration allows advisers to access client data in their Fi360 Toolkit, according to the firms, with the goal of streamlining business processes and better serving clients’ needs.
For a small number of plans in which the plan sponsor has decided to no longer allow contributions to the EQUI-VEST variable annuity and to make the AXA...
Retirement plan advisers with established 401(k) businesses are finding new revenue streams and client engagement opportunities among nonprofits and educational institutions, and in the area of estate planning.
Once the Student Loan solution has been elected by an employer and implemented through Tuition.io, MassMutual integrates the program as part of its MapMyFinances financial wellness tool.