Products

intellicents builds active management feature to adviser platform and Hartford Funds releases multifactor mutual funds. 

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.

The Cybersecurity Risk Management Program develops and manages an ongoing cybersecurity program for retirement plans.

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 solution from LDIntelligence allows ABG member firms to deploy the iJoin enrollment, engagement, analytics and managed account platform.

Kevin Barry, president of workplace investing for Fidelity, talks recordkeeping industry consolidation and the need for scale.

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.

Allianz Global adds PFaroe for DB plan investment reporting, and Morningstar acquisition expands fixed-income analysis.

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...

American Century to offer ETFs with ActiveShares methodology, and Morningstar reveals global suite of bond indexes.

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.

My Learning Center offers a financial wellness assessment, retirement calculators, webinar recordings, podcasts, videos, articles and other resources previously available in different areas of the participant website, all...

Subscribers of LifeYield’s Proposal Advantage Suit and Taxificient Score will gain access to the “tax-smart” retirement income planning tool.

Timothy McCutcheon, publisher of ERISApedia.com says the e-book will allow 457 plan professionals to find guidance on their compliance issues easily and quickly.

The firm says it offers features often reserved for large plans, such as fiduciary support and interactive, digital tools.

TD Ameritrade Expands Commission-Free ETF Trading Program, and Federated Investors Acquires Several PCA Equity Funds.

The Rollover Wizard tool comes two years after Unified Trust created its Managed Rollover Solution, and analyzes benefits, fees and service models.