Products & Services

Contributing more than the minimum required for 2017 by the September 15 deadline will result in a higher deduction for plan sponsors, and continuing to accelerate funding in...

This now brings Lincoln’s technology packages up to five.

The company will offer a lump-sum distribution window to certain participants and transfer certain retiree assets to a group annuity.

The planning service will offer investment analytical platforms, tools and financial data to Orion users.

Morningstar suggests individuals and their advisers should focus on strategies that can maximize retirement savings, regardless of planned retirement age.

The firm will be presenting the tool to its own network of advisers.

Fiserv Expands United Wealth Platform, and Vanguard Offers Commission-Free ETFs. 

Asked what they look for in an adviser, Millennials say experience, followed by someone with similar demographic qualities as themselves.

One element of the Financial Wellness 360 program is Lifestyle Benefits, a suite of self-service resources that help employees “address today’s financial challenges and prepare for tomorrow.”

US SIF Launches Money Manager-Focused Guide, and Wells Fargo Updates Personalized Solution.   

According to the firm, the new suite of service offerings and tools will assist advisers across Ladenburg’s independent advisory and brokerage subsidiaries in achieving their strategic business goals...

The program hopes to guide financial professionals in providing and supporting financial wellness benefits. 

Workers can move the entire match over or just a portion of it.

The new website introduces a range of content and videos, a blog, a library of plan design comparison tools, retirement calculators, administrator user guides, account access and comprehensive...

Plan participants in the 50 and up age group are thinking about the transition to retirement because it is on the horizon, while the younger age groups are...

To improve engagement with financial wellness programs, companies are employing new tools based in behavioral science and powered by responsive technology.

A new “Cost of Long-Term Care” analysis published by Moll Law Group underscores the fundamental difficulty of planning for the health care unknowns faced by all retirement savers.

Lincoln Financial Creates Personalized Target-Date Portfolios; Aon Hewitt-Managed Pooled Funds Claim Compliance with GIPS; Broadridge Financial Increases Data and Analytics Team; and more.

A Fidelity survey has found a link between employee debt and productivity and health issues.

Nearly two-thirds of advisers say their clients expect advice on health care costs in retirement, and 34% say their clients would likely leave them if they didn't help...