PANC 2017: Plan Sponsor Confidential
Two winners of 2017 Plan Sponsor of the Year awards reveal how their adviser helped move the dial on their plans.
Products & Services
Investment Products and Services Launches
Columbia Threadneedle premieres strategic beta bond ETF; and Change Finance launches new sustainable investing ETF.
PANC 2017: How Data Interpretation Affects Retirement Projections
Two leading retirement industry executives refute the claim that the nation faces a retirement crisis and point to several ways retirement plans can be strengthened.
PANC 2017: Stronger DC Plans Built for a Changing World
J.P. Morgan Asset Management’s Anne Lester describes best practices and emerging strategies for helping plan sponsors deliver better participant outcomes in an evolving retirement landscape.
Covisum Rolls Out Portfolio Risk Tool
The platform will allow advisers to help their clients visualize the risk levels of their portfolios in order to navigate the fluctuating market.
Millennials Suffering From Financial Anxiety
A variety of financial obstacles ranging from sticking to a budget to saving for the future are keeping Millennials up at night, according to a study by Wells...
Financial Engines Releases Health Care Planner
Two new solutions aim to help employees pay off their college debt and plan for health care expenses in retirement.
Hurricane Relief: What Should DC Plan Advisers Be Telling Their Clients?
Advisers can help plan participants understand their hierarchy of needs, framing guidance to fit the context of whatever additional relief Congress may provide.
How to Tear Down Barriers to In-Plan Annuities
Certain policy changes and the right support for plan sponsors could make it easier for plans and participants to embrace lifetime income solutions.
Riskalyze Launches Retirement Solution With Vestwell
The two firms hope to allow advisers to access a new version of Vestwell’s retirement planning portal on the Riskalyze platform.
Investment Products and Services Launches
Lazard Launches Equity Portfolio; American Century Reorganizes Income Fund; Nuveen Releases ESG U.S. Aggregate Bond ETF; and more.
Redtail Unveils ‘Redtail Speak’ Compliance Solution
The firm says this “first of its kind compliance-approved text messaging solution for financial advisers” helps maximize convenient client communication.
Helping DB Plan Clients Enhance Portfolio Outcomes
A research paper examines three levers that DB plan sponsors can use to enhance portfolio outcomes in a low-interest-rate environment.
Benefitfocus Enhances CDHP and COBRA Administration
Through a single partner, employers will be able to manage health care benefits, promote enrollment and satisfy compliance requirements.
Behavioral Finance Solution Aims to Personalize Client Experience
A new platform identifies a client’s financial decisionmaking process to help advisers make better recommendations.
RiXtrema Launches Fiduciary Checklist
The checklist covers various fiduciary responsibilities including those not associated with supposed delays or changes to the fiduciary rule, RiXtrema says.
Ubiquity and HealthEquity Link 401(k) and HSA
Savers can now invest intelligently and reduce costs with a single view of their retirement and health funds, the firms suggest.
Will TDF Series Based on ETFs Become the Norm?
More investment providers are now using ETFs within glide-path-based portfolios, but the business development leader at Stadion says his firm has long embraced the approach, as exemplified by...
Latinos Need Retirement and Financial Planning Assistance
Fifty-nine percent are unsure about who to go to for financial advice and guidance, a survey finds.
OneAmerica Enhances Tax-Exempt Center of Excellence
The new website offers various tools and resources, as well as a Q&A section.