Products & Services

New fiduciary education programming from LIMRA LOMA SRI is aimed at supporting retirement plan sales and service professionals operating under evolving ERISA standards. 

Once a customer is enrolled in the optional service, he or she simply speaks the passphrase, “At Transamerica, my voice is my password,” to securely access their accounts,...

The analysis from TIAA's proprietary business reveals significant demand for advice through the online tools; however, it also reveals a significant jump in demand for in-person advice between...

Jamie Fleckner, a partner with Goodwin Proctor LLP, tells PLANADVISER the judge assigned to the case does have an impact on how litigators think about defending the case...

The solution is built around automated newsletters that establish regular contact with clients and prospects. 

Advisers can help with best practices as plan sponsors are increasingly taking it upon themselves to devise their own communication strategies to engage their participants.

Morningstar Developing Enhanced Risk Identifying Solution; and Toroso Launches New ETF Index

 

One behavior that could hold Millennials back is a preference to save cash for a rainy day rather than invest for the future, a survey finds.

The IRS’s proposed increases in mortality assumptions will raise PBGC premiums for single-employer pension plans from $8.6 billion to $9.6 billion.

Neuberger Berman has created a framework for retirement plan sponsors considering including SRI strategies in their plans.

The Financial Planning Association (FPA) and FP Transitions have teamed up to help new financial planners find opportunities in existing firms' succession plans. 

TIAA says these strong processes may help explain why fiduciary concerns rank below worries about employee retirement readiness.

The firm’s new module will complement other tools designed to assist advisers in helping their clients determine their overall retirement readiness.

News headlines surrounding the recent U.S. elections and the future of the Affordable Care Act have left many investors unnerved, says Jim Jessee, with MFS.

Conway Acquires Alternative Investments Platform;, and ActiveAllocator Enhanced with TradeIt.

The firm’s target-date mutual fund lineup will now have access to institutional-quality direct real estate investments.

Plan sponsors learn about topics covering fiduciary responsibilities, hiring and monitoring service providers, and understanding fees.

TIAA finds one-on-one education and advice sessions with non-profit employees can have dramatic impacts on participation, contributions, investment allocation, and confidence. 

The newly expanded series provides actionable ideas to expand financial advisers’ businesses.

Lincoln Financial Group conducted an analysis of the savings and investing habits of men and women, finding the latter group is more focused on protecting lifetime income in...