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PIMCO Acquisition Expands Municipal Bond Business; TIAA Adds Guaranteed Income to Custom Default Solutions; Franklin Templeton Adds Regional ETFs to Lineup; and more.

The firm has revamped its Aviator 401(k) program, now adding simplified investment lineups, affordable pricing, and fiduciary support services to its offerings. 

This means building trust by underscoring that they are acting in the client’s best interest and also getting to know them personally.

Based on the results of a new CANNEX study, advisers who are looking to provide clients with guaranteed income should seriously consider both income annuities and savings annuity...

Financial wellness programs can leverage employees' financial personalities to decide their approach to financial wellness programs, PwC says.

Employees are changing jobs more frequently than ever before, says Mark Koeppen at FPS Trust; when they go missing, this can lead to wasted time and money spent...

Most HSAs do not even have an investment component, but this will change, as health care brokers have been driving plan sponsor adoption of HSAs, but in the...

Speakers at PLANSPONSOR's 2018 HSA Conference discussed educating participants about investing health savings account (HSA) assets and planning for retirement health care costs.

According to FPA, financial planners who engage in “know your client” behaviors gain deeper personal fulfillment from many more of their client relationships.

The National Association of Government Defined Contribution Administrators (NAGDCA) is offering free, ready-to-use participant communication materials.

Willis Towers Watson suggests portals integrated with financial planning tools can help employees make strategic decisions about where to best save their money based on their unique financial...

As part of new adviser alignment and engagement initiatives, the firm this week launched an equity value participation program, as well as a loan program aimed at driving...

Northern Trust Launches Outsourced Trading Capability; State Street and Charles River Development Acquisition Improves Investment Platform; Mercer and Morningstar Launch Digital Analytics Platform; and more.

When individuals plan ahead for long-term care, they can better secure their own future while reducing financial burdens on their friends and family.

Sponsors expect their advisers to be proactive and to push their plans to the next level.

Obtaining data on participants from retirement readiness tools, recordkeepers and aggregation tools is important in order to tailor effective communications.

Willis Towers Watson believes that sponsors must analyze the retirement adequacy and meaningful benchmarks for individuals or segments of the population.

John Hancock Retirement Plan Services is offering a guarantee to reimburse eligible participants for unauthorized transfers from their 401(k) retirement accounts.

The changes streamline the investment, administrative, operational and communication processes for 403(b) participants, plan sponsors and advisers, says IPX.

Lockwood Adds Expansive Model Portfolios to Managed Account Platform; Capital Group Adopts PFaroe; PGIM Lengthens ETF Space with Second Actively Managed Fund; and more.