Products & Services

DC plan participants need education about how much they will need to fund a 20- to 30-year retirement, and plan sponsors need education about the role of annuities.

HealthSavingsAdministrators Launches HSA Featuring Franklin Templeton Funds; Natixis ESG TDF on the Horizon; Wilshire Associates Rolls Out Equity Hedge Fund Index; and more.

Account balances are not the only gauge of retirement readiness; participant loan, hardship and deferral behavior can identify those not really prepared.

A new survey finds that only 27% of clients have been informed on potential loss in a market crash.

The firms suggest the new arrangement will deliver “powerful risk analytics” directly within an efficient retirement planning solution.

Groom has developed its Document Compliance Service (DCS) for individually designed plans that have current IRS determination letters.

The firms suggest their service integrations will enhance adviser-client conversations. 

Lincoln Financial Group Releases New Annuities; Nuveen Launches Investment Trust Portfolio; Wilshire Associates Releases ESG-Weighted Index; and more.

According to recent research conducted for Everplans by Cerulli Associates, 93% of advisers believe they will retain the assets of heirs when their primary client dies, yet 85%...

The new releases from the firm include Riskalyze Premier, a “next-generation autopilot platform,” and a series of eight Risk Number Models to guide client portfolios. 

Confidence likely has more bearing than actual financial acumen on a worker’s ability to improve his or her financial situation, Mercer concludes from survey findings.

The solution helps OCIOs by leveraging the globally proven pControl multi-asset investment platform and has capabilities spanning front, middle and back office functions.

If a recommendation is given in a careful and controlled manner, but there is no record made, does that mean it is materially less prudent? 

“Financial advisers’ clients need to understand how market volatility can hurt their chances of a successful retirement, and they also need to know that options are available to...

Advicent introduced new client report integration capabilities in its latest update of the NaviPlan financial planning software. 

Couples need to set financial priorities, and access to advisers can help, says David Ray with TIAA.

Allianz Life Launches New Fee-Based Index Annuity and Waddell & Reed Files for New Index Funds 

Three-quarters of divorced people in this age range don’t know enough about handling their personal finances.

PLANADVISER announced the winners of the third annual Adviser Choice Awards, to be handed out at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 30.

The “Essential Retirement Advisor” program offers broad fiduciary training designed to help advice professionals stay up-do-date with the latest regulatory challenges.