Products & Services

The Standard Grows Stable Value Fund Options, and First Trust Creates Dow Jones International Internet ETF.

The Retirement Analysis Kit now includes a "bucket strategy."

Managed360 features a diverse set of investment options.

A new retirement plan support program from TaxHACKer seeks to simplify complex tax and pension codes to provide a streamlined solution to clients.

Advisers and their plan sponsor clients will have access to financial planning technology and a hub of deployable assets, including a financial wellness assessment to identify top priorities.

A lot is happening to open the doors for small businesses to offer retirement plans to employees; advisers have new opportunities and challenges as a result.

The messages will be compliant with FINRA regulations and Lincoln’s own internal broker/dealer controls.

They can also prompt participants to make other important improvements to their savings strategies, Voya Financial learned.

The program rounds up debit card purchases and checking account transactions to the nearest dollar and stores the change in employees’ Cookie Jar savings accounts.

The back-office support program provides investment monitoring reports and generates RFPs, among other capabilities.

SSGA Creates Fixed Income Data and Investment Publication, and Northern Trust Selects Diversity-Focused Firms to Offer Investment Insight.

Retirement Plan Manager is aimed at helping advisers serve plans with less than $5 million in assets.

The checklist is included in a guide that offers questions to ask and items to consider.

Monthly expenses are their second concern, The Standard found in a survey.

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.