Products November 16th, 2020 Principal to Launch Pooled Employer Plan With its PEP, the firm plans to simplify plan administration and reduce fiduciary risk to help more businesses offer a retirement plan.
Products November 16th, 2020 PenChecks Launches Online Retirement Distribution Processing Platform Called Amplify, it is meant to make it easier for TPAs, plan sponsors, recordkeepers and participants to handle distributions.
Products November 12th, 2020 Investment Product and Service Launches Northern Trust updates investor portal for alt asset managers, SSGA introduces corporate bond ESG ETF, and Mercer launches climate transition...
Products November 12th, 2020 Voya Launches Online, Interactive Budgeting Calculator The company continues to add to its digital retirement and financial wellness tools.
Products November 5th, 2020 Magnifi Integrates Fi360 Fiduciary Score Fi360 scores can recommend best-fit products while staying in compliance with Reg BI requirements.
Client Service November 5th, 2020 Experts Discuss Participant Interest in In-Plan Annuities The SPARK Institute led a panel with industry authorities who explained how they are drawing participants to in-plan annuity options.
Client Service November 2nd, 2020 Encouraging Young Part-Time Employees to Save for Retirement Financial advisers can help part-time employees who will be newly eligible for retirement plans under the SECURE Act get familiar with savings concepts.
Products November 2nd, 2020 Mercer Announces Plans to Launch PEP in 2021 The consultant has selected Empower Retirement as a recordkeeper for its outsourced 401(k) solution as well as for the intended pooled employer plan.
Client Service October 30th, 2020 Gen Z Workers Need Financial Advice Financial challenges should be addressed before saving for retirement can be effective.
Products October 29th, 2020 Investment Product and Service Launches Fidelity expands model portfolios and T. Rowe Price secures PNC Stable Value Fund.
Products October 28th, 2020 ForceManager, ERISApedia.com Launch Tool That Combines Plan Data With CRM It integrates Form 5500 data with a customer relationship management system.
Client Service October 26th, 2020 Financial Planning With Gen Z Gig Workers As more Gen Zers enter the gig workforce, financial advisers are tailoring their services to fit the needs of these workers.
Client Service October 23rd, 2020 Industry Experts Discuss Benefit Trends for 2021 Financial advisers and professionals explain what they are hearing from clients and what they anticipate for the upcoming year.
Products October 23rd, 2020 UBS Adds Student Loan Debt Repayment Program to Workforce Suite The investment firm has also added personalized financial wellness digital capabilities.
Products October 22nd, 2020 Nationwide Announces Upcoming Annuity Suite and New Partnerships Additionally, in 2021, Nationwide will introduce several in-plan lifetime income options that pair income guarantees with TDFs.
Client Service October 19th, 2020 The Importance of Virtual Training During COVID-19 Flexible schedules are expected to continue post-pandemic, resulting in better access to coaching for more retirement plan participants.
Client Service October 16th, 2020 Advisers Should Consider Emotions When Guiding Participants Through COVID-19 A calm, measured approach will help retirement plan participants make the right decisions.
Products October 15th, 2020 Investment Product and Service Launches Pentegra and IQCIO announce new ETF model portfolios; Invesco QQQ suite reveals additional offerings; Vanguard adds Sprucegrove to oversee value...
Products October 15th, 2020 Transamerica Will Recordkeep Lockton Northeast PEP Lockton announced in August that its new outsourced administrative responsibilities (OAR) practice will make PEPs the first order of business.
Client Service October 15th, 2020 Behavioral Science Strategies Can Lead to More Savings Quantity of information and time are two important factors when it comes to improving financial savings habits for participants.