Products & Services

One provides participants with an annual checkup to help track their progress and give their retirement strategy a once-over, and another stresses the importance of guaranteed retirement income.

The Fiduciary Responsibility eSource includes discussion of the DOL’s new conflicted advice rule, best interest contract exemption and other new and amended prohibited transaction exemptions.

Based on the Society of Actuaries' preliminary estimates, the new scale may reduce pension plan clients' current liabilities by 1.5% to 2%, depending on the individual characteristics of...

A new software solution from RiXtrema addresses DOL fiduciary rule compliance for advisers finding themselves on a new regulatory playing field when it comes to rollover recommendations. 

Prudential Reduces Fees on Mutual Funds; Beaumont Capital Management Releases Smart Beta Series; Ivy Launches NextShares Exchange-Traded Managed Funds; and more

New software from fi360 provides broker/dealers and advisers with advanced fiduciary oversight capabilities. 

“On April 10 the focus will expand to cover IRAs and the burden will be on the advisers to prove the reasonableness of their fees,” notes Fred Reish...

The firm says its latest assessment tool is part of a larger readiness campaign to prepare advisers for a new fiduciary paradigm. 

Common “auto” plan design terms often mean different things to different clients—even within the same company or plan committee. 

The firms have partnered to deliver a new retirement readiness service. 

Voya Financial, Inc. launched its Voya Behavioral Finance Institute for Innovation, which is focused on gaining deeper insights into the behaviors and decisions of Americans regarding their financial...

The Social Security Administration announced a cost-of-living adjustment for next year.

An Aon Hewitt survey finds that not only is student loan debt affecting workers’ retirement savings but it’s also becoming an emotional burden.

The firm wants to recognize the contributions and expertise of third-party administrators to the success of the DC retirement system. 

T. Rowe Price has released a seven-part, documentary-style video series created to help women navigate the unique challenges they face when saving for retirement.

“From our perspective, the ultimate outcome in retirement is income,” says Jamie Ohl, president, Retirement Plan Services, Lincoln Financial Group. 

The event will provide digital education tools and webinars to local and state government employees. 

“One big reason financial wellness programs fail is that they focus on aspects of education and financial literacy which simply do not inspire or empower behavioral change,” says...

Absent employer action, an estimated 4.2 million white collar workers will become newly entitled to overtime protection, potentially impacting net pay and the treatment of benefits, especially nondiscrimination...

Investment decisions can be greatly influenced by childhood experiences, especially those associated with a perceived sense of loss.