Products & Services

Horace Mann’s traditional agencies will continue to focus on the public education sector.

Pentegra will provide recordkeeping and 3(16) fiduciary administrator services, and LeafHouse Financial will provide 3(38) discretionary investment fiduciary services for the plan.

HB&T creates a collective investment fund with Jensen Investment Management, while Principal and NDW launch a new ETF model portfolio.

Plan participants will be presented with the Merrill brand. 

The program is aimed at promoting NTSA’s dual goals of improving the understanding of retirement planning options for teachers and school staff and boosting 403(b) plan participation.

However, they expect their adviser to be technologically savvy.

The Employee Benefit Research Institute (EBRI) and the American Savings Education Council (ASEC) offer an online digital toolkit.

The program will contain both aggressive and conservative portfolios, both dependent on years before a participant plans to retire.  

Principal Flash Briefing, the firm’s financial wellness platform, relies on Alexa.

They may be grappling with debt for decades to come, according to Nationwide Advisory Solutions.

The optional living benefit rider is available within Lincoln variable annuities and is designed to help maximize income on qualified money.

FTSE Russell creates index series for asset allocation strategies; Legg Mason reveals short-duration ETF; and Schwab announces additions to ETF...

The program pairs specialists with dedicated strategic account managers and brings access to a team of ERISA attorneys.

One in five U.S. adults currently assists an older family member with daily tasks or housing, according to a new survey from RBC Wealth Management; in addition to...

Fi360 acquires stable value research from Blue Prairie Group; Fidelity Investments releases model portfolios using ETFs; and Legg Mason to close...

A paper promoted by the Voya Behavioral Finance Institute for Innovation and Andrew Way, with Corporate Insight, discusses the role plan sponsors, and advisers, have in making sure...

It is expanding its retirement plan advice and consulting platform to HSAs and other non-ERISA employer-sponsored plans.

The firm says its “academically informed” automated investment solution seeks to provide reliable cash flow distributions while extending the portfolio life of clients in retirement.

In addition to helping participants understand their retirement plans, the AI chatbox addresses other financial challenges participants face.

The program allows candidates to learn the CIMA curriculum at their own pace, while also providing an opportunity to engage with Chicago Booth faculty through live online and...