Products

Both professionals will assume vice president of business development roles.  

Securian Financial provides recordkeeping services and an investment platform for the solution designed for small and mid-sized employers, along with easy access to account tools and resources through...

The National Tax-Deferred Savings Association updates its reference guide ‘The Source’ to reflect last year’s tax reform and the DOL fiduciary rule derailment.  

According to the company, advisers will be allowed to view engagement metrics on the tool for their plan sponsor clients. 

According to the College for Financial Planning, investors of all kinds are clamoring for more information about sustainable investments and corporate responsibility.

MassMutual Introduces New TDFs; J.P. Morgan Updates TDF Selection Tool; and Krane Funds Advisors Creates CIT for Retirement Plans.

Through the MX partnership, participants with access to the Questis platform can see all of their finances in one place in a clear, organized, visual manner.

Vanguard Creates World Bond ETF, and Barrow Hanley Introduces Bank Loan Investment Strategy.

PlanAnalytics will now utilize retirement readiness data from GuidedChoice.

TD Ameritrade Adds ESG Investment Models and First Trust Creates Index-Based ETF.

The solution will focus on behavioral change by providing personalized wellness plans, according to MetLife.

The company says it needed to stay innovative about how it operates—whether end users want to check 401(k) balances on laptops, dial into a call center to talk...

Robert Gibson, fiduciary consultant at Centurion Group, says there is pressure on advisers from plan sponsors about what they can offer participants, and the challenge is how the...

The former owner is also barred from serving as a fiduciary, trustee, agent, or representative to an employee benefit plan. 

“For advisers, whether you have multiple plans or are new to the business, ReadyPlan’s simplicity means reduced time commitment and the potential for increased operational efficiency,” says Steve...

The mobile app looks to increase productivity for when plan sponsors have no access to their desks. 

Retirement Pathfinder is dynamic, allowing for ad-hoc changes and a host of different scenarios.

“OnePension is a good fit at the workplace for plan sponsors wanting to provide participants an annuity (guaranteed lifetime income) to ensure that employees, once their working career...

Through a new strategic partnership boosting its direct-to-adviser footprint, LifeYield will make its proprietary Taxficient Score available to United Planners’ nearly 500 financial advisers.

Broadridge and Morningstar Partner to Help Investment Manager Identify Adviser and Consultant Sales Opportunities; Advantus Rebrands as Securian Asset Management; and Northern Trust to Provide Services for New...