Products

A new assessment by Fidelity Investments measures financial wellness by taking into account money management skills and feelings toward finance. 

Street Corporation will work with Fidelity National Information Services (FIS) to distribute its GX Private Equity Index (PEI).

The firm’s redesigned retirement readiness website is a place where plan sponsors can seek out vital information to fill the knowledge gaps identified by industry research. 

The firm’s new Index-based managed account will track a market benchmark using index funds from the employer’s 401(k) lineup.

From saving more for retirement to buying life insurance to taking advantage of group benefits that are offered at work, this initiative will provide consumers with actionable takeaways.

The Empower-Optum tool will provide access to investment advice and retirement planning resources that bring together an individual’s health and retirement portfolio.

Seyfarth Benefits Consulting focuses on supporting clients' ongoing legal counseling and administrative needs in relation to their retirement, health and welfare programs.

The same tool that is reliable for providing quick and simple Social Security estimates won’t be as helpful when subtler situations arise—and so picking the right benefit calculator...

One advisory firm argues delivering financial wellness programming on a third-party basis can better bolster employees’ financial health and retirement readiness. 

The new funds will focus on investment grade debt including U.S. government and corporate bonds.

Brad Arends, CEO of intellicents, believes the provider will provide participants with “useful financial tools that go above and beyond what most people get with their 401(k)s.

The software would allow RIAs to pull client data into illustrative planning technology.

A new program from Trucker Huss provides plan sponsors with a written opinion of counsel that their plan document, as amended after the date of their last IRS...

New offerings include ERISA 3(21) investment guidance services through Wilshire Associates and ERISA 3(38) investment management services through Mesirow Financial.

Pentegra Fiduciary SmartPath details each fiduciary role in a retirement plan and focuses on helping plan sponsors and advisers clarify the many nuances associated with fulfilling their obligations.

The new tool helps employers compare expenses such as administrative and fund-lineup fees against that of three major recordkeepers.

By studying millions of data points, the PruNow tool will seek to identify plan design inefficiencies and offer solutions, while projecting ROI.

The Web-based platform uses real-time analytics and projection models to manage risk.

The firm currently offers 3(21) service in some instances, but the approach will be significantly expanded with this business change.

In a series of live action videos, Empower takes on some truly quirky, bad and perhaps not-so-serious retirement planning ideas.