Products & Services

In addition, it is waiving distribution and loan origination fees for COVID-19-affected participants and CARES Act-related plan amendment fees for employers through August.

Segal clients in the United States will also have the opportunity to engage Club Vita’s approaches to measuring and managing plan longevity risk, including annual reporting. 

ANNUA Direct Quote is a tool for retirement plan sponsors, participants and advisers to obtain current market pricing for guaranteed lifetime income at retirement.

Its ‘From Crisis to Confidence’ features began as a video series when numerous stay-at-home orders were being issued.  

The companies are offering a support program to investors affected by the COVID-19 pandemic for free for nine months.

The dedicated features will be listed on the firm's homepage, where advisers and employers can receive updates, analysis and decision-support guides. 

Industry analysts predict the younger workforce may shift its focus towards emergency savings, instead of retirement, as a result of the COVID-19 crisis. Advisers can help with this...

Firms keep rolling out new lifetime income solutions even as the industry struggles to overcome the challenges of a pandemic.

PAi will incorporate it into its current offerings for small business 401(k) plans and startups

Wells Fargo launches Retirement Income Solution, and Morningstar to acquire Sustainalytics.

But retirement industry professionals can find ways to help improve their situations.

SmartDollar will evaluate each company’s situation to determine the length of the free trial.

The firms will credit back all recordkeeper fees on loans and distributions below $10,000.

Everyone needs to review their budget and financial goals in light of economic uncertainty and the recent stock market correction, BrightPlan says.

Investors are closely watching the way their advisers and investment managers are navigating the novel coronavirus pandemic. 

It is the latest recordkeeper to waive fees because of the coronavirus pandemic.

From big hiring plans to targeted fee cuts, retirement plan service providers are doing their best to help plan sponsor clients and intermediaries navigate this crisis.

Tickeron develops AI analysis for 401(k)s, IPX adds extra annuity products for distribution, and Vanguard closes Treasury Money Market Fund.

The financial wellness platform includes a comprehensive suite of essential tools and resources to help improve people’s financial health and well-being.

Consultations with retirement plan participants it serves will address retirement plan account questions as well as broader personal financial issues.