Products & Services

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.

The aim is to help advisers comply with the new fiduciary rule.

401(k) advisers and plan sponsors have expressed interest in a customized POLICE Report to show only the funds offered in their plans.

There have already been regulations to address DC plan sponsors’ concerns about adding retirement income products to their plan, and Angela Winingham, with MetLife, said she thinks there...

“Other than financial strength, benefits administration service is the most important factor in the fiduciary selection of an annuity provider,” says Steve Keating with Penbridge Advisors.

The new “Trends” module within MercerInsight provides real time information about manager searches and fees. 

The application puts retirement savings goals front and center.

 

OppenheimerFunds created the CEO Advisor Institute to help financial professionals “run their businesses like world-class CEOs and engage their clients as trusted global advisers.”

CUNA Mutual Retirement Solutions has introduced an enhanced service model, dubbed ClearDirection Plan Management.

From planning for health care expenses to addressing longevity and market risks, Baby Boomers are in need of help.

Jefferson National is teaming up with Cetera Financial Group to supply a new tax-advantaged annuity investing solution.

Nobody really likes to think about the negative aspects of aging, but advisers have a legal obligation to pursue the long-term financial good of their clients.

Milliman unveiled the latest in a series of website enhancements for its defined contribution clients and their plan participants.