Products & Services

Defined contribution plan sponsors are looking to negotiate recordkeeping fees, reduce revenue sharing and switch to lower-cost investments, a survey found.

Janus Capital Releases Fiduciary Focused Share Classes; TIAA adds Guaranteed Income Components to TDFs; Virtus Launches Municipal Bond ETF; and more.

According to one study, 13.1 million victims of fraud lost $15 billion in 2015.

In a report, the Council offers a framework for plan sponsors and providers to address cyber security issues.

A report from the 2016 ERISA Advisory Council makes recommendations for facilitating auto-portability, communicating to participants about plan-to-plan transfers, and discussing the transfer of state-run retirement program accounts...

“Many advisers feel left behind by the robo-movement,” the firm suggests, “but they don’t have to feel threatened or left out.”

Throughout 2017, the firm plans to offer new tools that can keep advisers focused on fiduciary responsibilities, customized investment strategies, and goals-based planning. 

Despite uncertainty around the future of the fiduciary rule, firms are clearly still committed to expanding fiduciary support services for their staff and clients—as demonstrated by the continuing...

The advisory firm collective is revamping its approach to providing advisers with the “support, partnership, and protection” they seek from a broker-dealer/RIA.

Ted Benna, whom some call the ‘father of the 401(k),’ and Lori Lucas of Callan, offer suggestions to improve retirement security for Americans.

Ascensus has implemented a strategy to provide third-party administrators with more of the tools they need to run their businesses effectively.

Release 10.0 combines insights about plans’ operational challenges with highlights from the current and four previous years of plan data. 

Transamerica Rolls Out Fee-Based Variable Annuity; USA Financial Launches Asset Management Platform; Victory Capital Expands ETF Platform.

Financial novices are at major risk of diminishing decisionmaking capacity at the critical age of retirement, a study finds.

The new program features original video training sessions and a downloadable companion resource aimed at boosting collaboration with recordkeepers and TPAs. 

Fixed income annuities and QLACs are easier for participants to understand than other products, a MetLife whitepaper says.

A Transamerica survey found that 34% of Americans believe extending the Saver’s Credit to all filers regardless of income should be a priority for incoming President Donald J....

Uptake of the U.S. Treasury Department’s myRA savings program has been slow, but officials suggest tax time is “the right time to talk about saving with myRA.”

Janney will utilize Advicent’s NaviPlan financial planning software along with its expanded retirement income evaluation tools. 

The Social Security eSource will help advisers provide guidance to clients.