Products & Services

Fiduciary Tool Added to Broadridge Analytic Solution; SS&C Technologies Adds ERS Managed Account Solution to Recordkeeping Platform; BlackRock Launches Multiple ESG Funds and Tools; and more.

The solution uses new digital technology to help employees assess their individual financial wellness needs.

Not only does the solution help prevent 401(k) loan defaults when a participant experiences an involuntary job loss, it now covers voluntary job changes.

According to Brian Donohue, with October Three Consulting, the master strategy to get to full-funding-but-no-surplus on termination is to reduce plan risk by gradually changing the plan’s asset...

“We are committed to bringing America’s workers solutions designed to help them gain confidence and take action to efficiently prepare for health care expenses in retirement,” says John...

Through this expansion, SEI’s BusinessWise program will deliver enhanced financial planning tool to help advisers make actionable plans for individual clients.

The report also found a decline in future rates of mortality improvement. 

TIAA is helping its plan sponsor clients create their own National Retirement Security Week campaigns with ready-to-use content, while Mutual of America is conducting on-site group presentations.

Debt is getting in the way of saving for retirement, and many want help with investing, preferring to work with an adviser in person, a survey found.

The aim is to meet employees’ growing calls for personalized and holistic financial wellness guidance.

PGIM Rolls Out First of Set of ETF Expansion; Invesco Acquires MassMutual Asset Management Affiliate; and Horace Mann and SWBC to Offer Investment Solutions for Educators.

The system analyzes emails, notes and text messages to predict client needs.

The tool includes accountability features and data collection options.

The automated 401(k) provider says its new Partner Portal is designed to serve as the user interface for partners to more efficiently manage their client referrals.

Mesirow Financial will serve as the 3(38) investment manager for TAG's 401(k) Aggregated Solution.

This is true for only 43% of all business owners.

Clients with defined benefit plans that are currently enjoying a bump in funded status may want to act soon to lock in those gains while market conditions remain...

There may be more upfront effort with smaller clients, but once they are on board, they take less time, according to Cerulli.

The new website is designed to be a one-stop place for investors and retirees to have their Social Security retirement questions answered, including when to claim.

A report from Deloitte explores mechanisms to prevent loan leakage, including policy changes to plan design, loan education programs, debt consolidation, payroll program automation, and 401(k) loan insurance.