Products & Services

Spark 401k also provides access to low-cost ETFs that keep investment expenses less than 1%, helping employees further grow their nest egg.

The integration pairs a “fully customizable robo-adviser and account opening platform” with an “industry-leading CRM,” according to the firms. 

Advisers can help small employers minimize investment fiduciary risk through LPL's 3(38) Small Market Solution service.

EverythingBenefits has released a new platform that automates key aspects of 401(k) administration, including payroll-data management.

For a significant number of benefit plan sponsors and participants, the successful effort to strike down the Defense of Marriage Act is still having an impact.

Envestnet Retirement Solutions and HealthSavings Administrators LLC are rolling out a new solution to help advisers and their clients better utilize HSAs. 

Food for thought: If a person who is 15 years old were to start saving $50 a week and stay the course through age 65, they would very...

Society of Actuaries releases new research about economic scenario generators; and Nuveen announces online alternative investments platform.

 

Fewer than half (44%) of participants surveyed by Charles Schwab are confident making 401(k) decisions on their own, but 74% said they would be confident making 401(k) decisions...

Robo-advisers are growing by providing user-friendly, responsive and automated services to well-defined groups of investors. 

SSGA contends there are things retirement plan sponsors can do to help participants prepare for retirement before their mental capacity begins to wear away.

The Women in Pensions Network has launched a new website to better serve its growing community of close to 2,000 pension professionals nationwide. 

Lincoln Investor Advantage Visualizer demonstrates the long-term impact of incorporating annuities as part of a comprehensive retirement plan. 

BMO Global Asset Management expands availability of stable value fund; American Funds offers new fixed income funds, and more.

Enhancements to the current enrollment platform offer an even faster pathway for hesitant or time-pressed employees to start saving in their company’s retirement plan, the firm says. 

While Rocaton Investment Advisors strongly advocates for 403(b) plans to consolidate recordkeepers, even those that don't can improve their plans.

 Vanguard Closes Dividend Growth Fund; Morningstar Expands Commodity Research Into Oil, and more.

 

A new guide from Empower helps retirement plan advisers and sponsors check on the data security practices of recordkeepers.

Fidelity's digital investing platform competes with robo advice providers by adding human component.

The program aims to help advisers align with clients’ charitable goals.