Products

Transamerica Retirement Solutions has launched a new 401(k) retirement plan that “offers large-plan features to smaller businesses and their employees.”

Dimensional Fund Advisors launches TDF solution; Morningstar acquires Total Rebalance Expert; Morgan Stanley adds CreditSights to online adviser portal; and AB reveals holistic annuity fiduciary service. 

Long-term care insurance provider Genworth has launched a new online resource to help financial professionals educate and guide clients in this challenging area. 

A white paper outlines some of the critical cybersecurity points to prepare for the SEC’s Risk Alert.

Advisory firms in the Alliance Benefit Group will be able to leverage iJoin’s proprietary suite of enrollment and planning tools. 

CUNA Mutual Retirement Solutions adds to stable value offerings for 457 and 403(b) plans; Index Fund Advisors “Investing for Catholics” division launches faith-based target-date fund.

The product delivers personalized, interactive content to employees.

The move is in response to a growing number of advisers offering retirement services.

“Life Connect brings asset data together for a user to see their full retirement plan picture,” says Scot Marcotte, with Buck Consultants at Xerox.

Principal Pension Builder offers participants an income stream for life.

It’s a trite-but-true piece of retirement planning advice: consciously consider your nonessential expenses and you’ll be surprised what you could save.

The company launched the “Let’s Go!” program corresponding with National Save for Retirement Week.

Process Unity unveils new integration with Salesforce, while BlackRock adds to its lineup of sustainable investing funds.

Borrowing from the approach in teachers' lesson books, a new learning lab shows teachers the value of a 403(b) plan.

Discussing a new managed account-type service with PLANADVISER, Schwab Retirement Plan Services says the offering helps advisers play a deeper role in delivering effective QDIAs. 

New institutional share classes were announced this week by T. Rowe Price, while Merrill Lynch is unveiling apps that help retirement savers address longevity and inflation risks. 

Navera's new module provides employees a personally relevant experience to help them make smart financial decisions regarding their 40l(k) or 403(b) options.

One retirement planning industry executive feels TDFs have done a lot for a lot of people, “but it’s time to go from a good idea to a great...

It covers service providers, administration, investments and plan governance.

New products and services this week include index crediting strategies from Voya Financial and the uptake of PFaroe by NEPC.