Products & Services

intellicents builds active management feature to adviser platform and Hartford Funds releases multifactor mutual funds. 

Yet, it’s important to first gauge employees’ interest in such programs, a Willis Towers Watson expert says.

With its fee reduction, 21 of the 22 Fidelity Freedom Index Funds will have total net expenses lower than comparable Vanguard index target-date funds, Fidelity says.

The Cybersecurity Risk Management Program develops and manages an ongoing cybersecurity program for retirement plans.

Along with offering five custom target-date proposals, the feature will designate 3(38) investment advisers to assist plan sponsors with their investment fiduciary responsibility. 

“ANNUA is challenging the status quo around retirement savings by helping pioneer lifetime income features within 401(k)/403(b) plans at a time when participants are experiencing insufficient account balances...

The solution from LDIntelligence allows ABG member firms to deploy the iJoin enrollment, engagement, analytics and managed account platform.

Kevin Barry, president of workplace investing for Fidelity, talks recordkeeping industry consolidation and the need for scale.

The integration allows advisers to access client data in their Fi360 Toolkit, according to the firms, with the goal of streamlining business processes and better serving clients’ needs.

The Bipartisan Budget Act of 2018 made it easier for retirement plan participants to access hardship withdrawals without taking loans first; since passage of the law, hardships withdrawals...

Allianz Global adds PFaroe for DB plan investment reporting, and Morningstar acquisition expands fixed-income analysis.

For a small number of plans in which the plan sponsor has decided to no longer allow contributions to the EQUI-VEST variable annuity and to make the AXA...

The SOA says most plan sponsors that update their mortality assumption from the RP-2006 tables to the new tables will experience only a small change in their pension...

Defined contribution (DC) plan design and financial advice can help Generation X, who lacks financial stability and is falling short in retirement savings, improve retirement preparedness.

American Century to offer ETFs with ActiveShares methodology, and Morningstar reveals global suite of bond indexes.

Retirement plan advisers with established 401(k) businesses are finding new revenue streams and client engagement opportunities among nonprofits and educational institutions, and in the area of estate planning.

Looking at the hits company balance sheets take from a pension risk transfer (PRT) to terminate a defined benefit (DB) plan, may cause plan sponsors to change course.

Advisers can play a role by encouraging actions by plan sponsors and participants.

Novice investors’ reactions to stock market volatility present an endless and intriguing field of study for behavioral economists, but for financial advisers, poor client decisionmaking is a serious...

The Bank of Mom and Dad is playing a major role in the U.S. housing market, according to Legal & General Group, putting some parents' retirements at risk.