Products & Services

MassMutual Introduces New TDFs; J.P. Morgan Updates TDF Selection Tool; and Krane Funds Advisors Creates CIT for Retirement Plans.

As of the first quarter, more than $1.5 trillion in student loan debt was outstanding, triple the amount in 2001; with these figures in mind, Franklin Templeton researchers...

Financial Finesse observes ways employers drive repeat usage of financial wellness programs.

Through the MX partnership, participants with access to the Questis platform can see all of their finances in one place in a clear, organized, visual manner.

Vanguard Creates World Bond ETF, and Barrow Hanley Introduces Bank Loan Investment Strategy.

A MassMutual study finds Asian Americans are more thoughtful retirement investors than other demographics, but they lack education about how long they will need to make their savings...

PlanAnalytics will now utilize retirement readiness data from GuidedChoice.

TD Ameritrade Adds ESG Investment Models and First Trust Creates Index-Based ETF.

The solution will focus on behavioral change by providing personalized wellness plans, according to MetLife.

The company says it needed to stay innovative about how it operates—whether end users want to check 401(k) balances on laptops, dial into a call center to talk...

Robert Gibson, fiduciary consultant at Centurion Group, says there is pressure on advisers from plan sponsors about what they can offer participants, and the challenge is how the...

Three-quarters of advisers believe they understand annuities well, yet of that number, 62% say their clients do not.

The former owner is also barred from serving as a fiduciary, trustee, agent, or representative to an employee benefit plan. 

“For advisers, whether you have multiple plans or are new to the business, ReadyPlan’s simplicity means reduced time commitment and the potential for increased operational efficiency,” says Steve...

The mobile app looks to increase productivity for when plan sponsors have no access to their desks. 

Retirement Pathfinder is dynamic, allowing for ad-hoc changes and a host of different scenarios.

“OnePension is a good fit at the workplace for plan sponsors wanting to provide participants an annuity (guaranteed lifetime income) to ensure that employees, once their working career...

Through a new strategic partnership boosting its direct-to-adviser footprint, LifeYield will make its proprietary Taxficient Score available to United Planners’ nearly 500 financial advisers.

Broadridge and Morningstar Partner to Help Investment Manager Identify Adviser and Consultant Sales Opportunities; Advantus Rebrands as Securian Asset Management; and Northern Trust to Provide Services for New...

Approximately 41,000 FedEx retirees and beneficiaries in defined benefit pension plans will receive annuity benefits.