Products & Services

Despite uncertainty around the future of the fiduciary rule, firms are clearly still committed to expanding fiduciary support services for their staff and clients—as demonstrated by the continuing...

The advisory firm collective is revamping its approach to providing advisers with the “support, partnership, and protection” they seek from a broker-dealer/RIA.

Ted Benna, whom some call the ‘father of the 401(k),’ and Lori Lucas of Callan, offer suggestions to improve retirement security for Americans.

Ascensus has implemented a strategy to provide third-party administrators with more of the tools they need to run their businesses effectively.

Release 10.0 combines insights about plans’ operational challenges with highlights from the current and four previous years of plan data. 

Transamerica Rolls Out Fee-Based Variable Annuity; USA Financial Launches Asset Management Platform; Victory Capital Expands ETF Platform.

Financial novices are at major risk of diminishing decisionmaking capacity at the critical age of retirement, a study finds.

The new program features original video training sessions and a downloadable companion resource aimed at boosting collaboration with recordkeepers and TPAs. 

Fixed income annuities and QLACs are easier for participants to understand than other products, a MetLife whitepaper says.

A Transamerica survey found that 34% of Americans believe extending the Saver’s Credit to all filers regardless of income should be a priority for incoming President Donald J....

Uptake of the U.S. Treasury Department’s myRA savings program has been slow, but officials suggest tax time is “the right time to talk about saving with myRA.”

Janney will utilize Advicent’s NaviPlan financial planning software along with its expanded retirement income evaluation tools. 

The Social Security eSource will help advisers provide guidance to clients.

The company offers an article with a checklist for plan sponsors to use.

Voya contends its study suggests an opportunity for advisers to add value by educating sponsors about the factors that contribute to retirement readiness.

Nationwide Unveils International Small Cap Fund; First Eagle to Add Retirement Shares to Mutual Funds; BCM Expands Smart Beta Solutions; and more.

“It definitely is a generation that was squeezed the most over the past 15 years,” says one expert, speaking of the challenges facing Generation X.  

Current savings models for defined contribution plan participants should be accompanied by education about the realities of life.

More participants are placing a higher importance on income projections, Corporate Insight found.

Eighty percent of this demographic group prefers to work for a company with a 401(k) plan.