Deloitte and Penbridge Expand Pension Services Partnership
The firms announced an “expanded array of defined benefit plan services” after nearly a year and a half of partnership on risk transfer services.
Products & Services
Transamerica, Benefits Provider Partner on Multiple Employer Plan Service
The two companies will handle all of the plan administration.
App Compares Retirement Health Care Costs
Advisers can use the HealthView Explorer app to spark conversations about health care costs in retirement.
LPL Program Can Cut Vendor Costs
The Vendor Affinity Program aims to provide a pricing advantage for LPL advisers.
Social Media Support from Fidelity Clearing and Custody
New offerings from Fidelity help advisers shape and expand their online presence.
Voya Enhances Participant Website and Enrollment Experience
The myOrangeMoney participant website has been enhanced with retirement savings planning features that address Social Security and health care costs.
Paying for Financial Wellness
Finding the money for effective financial wellness programs can be tricky.
Financial Wellness Has a Real Dollar Value
Show your clients the value of tackling employees’ money woes.
Cash Balance Plan Product Seeks Flexibility
A cash balance plan offering from Kravitz strives to deliver greater flexibility in the wake of key regulatory changes.
The Need for a Better K-12 403(b) Plan Design
Lack of awareness, pressure by vendors that want to maintain the status quo and limited provider choice are hindering K-12 403(b) plan sponsors from consolidating vendors and improving...
MassMutual Lets Call Center Reps, Participants Co-Browse
The firm wants to make it easier for participants to interact with their retirement plan websites.
LPL Teams with Dave Ramsey in Financial Wellness Program
LPL has established a relationship with Ramsey Solutions to offer SmartDollar to LPL retirement plan advisers and plan sponsors.
Envestnet Unveils Fund Strategist Network
The ERS Fund Strategist Network from Envestnet gives retirement plan advisers scalable access to intellectual capital from more than 60 institutional managers.
Communicating Complicated Benefit Packages
It’s a significant challenge for sponsors of both DB and DC plans to take charge of communications and participant education.
Social Security Strategies Look at Angle for Same-Sex Couples
Prudential’s 2012 “Innovative Strategies to Help Maximize Social Security Benefits” has been updated to address concerns for same-sex couples in the wake of the Supreme Court decision.
External IT Updates Its Platform for Microsoft 365
Compliant-ready features have been implemented into External IT’s office suite solution that integrates with Microsoft Office 365.
Pentegra Unveils Retirement Savings Guidance Tool
Pentegra Participant SmartPath generates recommended retirement savings practices to boost outcomes.
Retirement Plan Analytics Tool Is Updated
Updates to Retirement PlanVision include Morningstar’s fund ratings data.
Measuring Plan Health Can Boost Retirement Readiness
MassMutual publishes book on improving plan outcomes.
Financial Engines Updates Social Security Tool
The Financial Engines Social Security planner will incorporate new data from the Social Security Administration.