Products July 10th, 2015 Financial Wellness Firm Rolls Out Voluntary Option Four Seasons Financial Education has created an employee-paid financial wellness program.
Products July 10th, 2015 Maine RIA Issues eBook on TDF Best Practices A new ebook discusses best practices for evaluating and selecting a TDF series for defined contribution plans.
Products July 8th, 2015 ERISApedia Adds Plan Administration Guidance Forms The Fiduciary Responsibility eSource on ERISApedia.com has been expanded with new forms that guide retirement plan officials through key administration processes.
Products July 8th, 2015 FSI Tool Connects Advisers to Congress The Financial Services Institute wants to help advisers contact the legislators most likely to respond to their appeals.
Products July 8th, 2015 Participant Behavior Informs Empower’s New Website Based on an analysis of participant behaviors, Empower Retirement has built a new website for participants.
Products July 7th, 2015 John Hancock Cuts Investment Expenses Again Reductions of up to 26 basis points or up to 38% per fund vary by fund.
Products July 2nd, 2015 Benefits Tool Can Forecast Medicare Expenses Cowden Associates has introduced Retirement ComprehensiveCast.
Products July 1st, 2015 Hartford Funds Launches ‘Summer School’ Video Series The eight videos aim to teach advisers about client issues.
Products June 30th, 2015 Fidelity Offers Fiduciary Services Advisers and sponsors have three investment support providers to choose from.
Products June 29th, 2015 Portfolio Service Helps RIAs Enter Institutional Market Charles Schwab released an automated investment management platform to help RIAs reach new market segments.
Products June 26th, 2015 John Hancock Offers LPL’s Advice Tool Web-based, it also enables participants to engage with an adviser directly.
Products June 26th, 2015 Advisers Must Reconstruct Sponsors’ Retirement Plans Axia Advisory urges advisers to introduce best practices.
Products June 25th, 2015 Morningstar Compares Active vs. Passive Performance The inaugural Active/Passive Barometer report shows that passive investing trumps active.
Products June 25th, 2015 CLS, Riskalyze Roll Out Autopilot An automated asset management platform from CLS Investments and Riskalyze is now live.
Products June 24th, 2015 Paycor Unveils 401(k) Plan Administration Service Cloud-based benefits solutions provider Paycor launched a new support service for 401(k) plans.
Products June 23rd, 2015 S.F. Firm Rolls Out Simplified 401(k) Solution ForUsAll has created a simple and inexpensive 401(k) product for small businesses with 3(16) and 3(38) fiduciary services.
Products June 23rd, 2015 Manning & Napier Releases QDIA Sync The new tool accounts for plan demographics in TDF selection.
Products June 17th, 2015 BNY Mellon Raising Commitment to DC Plans Launches new publication for sponsors and advisers.
Products June 17th, 2015 State Street Publishes DC Plan Resource for Multi-Nationals The paper provides insights to help multi-national companies with defined contribution plans (DC) in different countries.
Products June 16th, 2015 Pensionmark Introduces Custom TDFs The funds aim to provide returns in line with market indexes.