Products

Gradifi, a provider of student loan and college savings employee benefits, will offer EVERFI’s interactive financial wellness content and tools.

The program will go into effect for Travelers' U.S. employees in January 2020.

Horace Mann’s traditional agencies will continue to focus on the public education sector.

Pentegra will provide recordkeeping and 3(16) fiduciary administrator services, and LeafHouse Financial will provide 3(38) discretionary investment fiduciary services for the plan.

HB&T creates a collective investment fund with Jensen Investment Management, while Principal and NDW launch a new ETF model portfolio.

Plan participants will be presented with the Merrill brand. 

The program is aimed at promoting NTSA’s dual goals of improving the understanding of retirement planning options for teachers and school staff and boosting 403(b) plan participation.

The Employee Benefit Research Institute (EBRI) and the American Savings Education Council (ASEC) offer an online digital toolkit.

The program will contain both aggressive and conservative portfolios, both dependent on years before a participant plans to retire.  

Principal Flash Briefing, the firm’s financial wellness platform, relies on Alexa.

The optional living benefit rider is available within Lincoln variable annuities and is designed to help maximize income on qualified money.

FTSE Russell creates index series for asset allocation strategies; Legg Mason reveals short-duration ETF; and Schwab announces additions to ETF...

The program pairs specialists with dedicated strategic account managers and brings access to a team of ERISA attorneys.

Fi360 acquires stable value research from Blue Prairie Group; Fidelity Investments releases model portfolios using ETFs; and Legg Mason to close...

It is expanding its retirement plan advice and consulting platform to HSAs and other non-ERISA employer-sponsored plans.

The firm says its “academically informed” automated investment solution seeks to provide reliable cash flow distributions while extending the portfolio life of clients in retirement.

In addition to helping participants understand their retirement plans, the AI chatbox addresses other financial challenges participants face.

The program allows candidates to learn the CIMA curriculum at their own pace, while also providing an opportunity to engage with Chicago Booth faculty through live online and...

They include calculators that show the impact of increasing contributions and a Roth analyzer, among other things.

The CIT product information database was created in collaboration with Broadridge Advisor Solutions and is designed to support the client service needs of financial advice professionals.