Products & Services

The company offers an article with a checklist for plan sponsors to use.

Voya contends its study suggests an opportunity for advisers to add value by educating sponsors about the factors that contribute to retirement readiness.

Nationwide Unveils International Small Cap Fund; First Eagle to Add Retirement Shares to Mutual Funds; BCM Expands Smart Beta Solutions; and more.

“It definitely is a generation that was squeezed the most over the past 15 years,” says one expert, speaking of the challenges facing Generation X.  

Current savings models for defined contribution plan participants should be accompanied by education about the realities of life.

More participants are placing a higher importance on income projections, Corporate Insight found.

Eighty percent of this demographic group prefers to work for a company with a 401(k) plan.

Survey data shared by Spectrem Group shows “overwhelming satisfaction” among both recent and long-term retirees with respect to their personal and financial lives after work; many could have...

The partnership is aimed at delivering “non-conflicted personalized advice” to John Hancock Retirement Plan Services clients. 

The tool now provides a graphic illustration of how much income savers will potentially need in retirement and whether they are saving enough to get there.

StoryLine, built with SPDR exchange-traded funds (ETFs), is designed specifically for 401(k) participants in adviser-sold, small-market plans.

As wellness programs take more innovative approaches that incorporate physical, mental, and financial health, advisers can stand to gain by connecting plan sponsors with the most innovative providers.

Pacific Life Launches Variable Annuity; Beaumont Capital Management Launches Smart Beta Solutions; Charles Schwab Expands ETF OneSource Series with OppenheimerFunds; and more

Cerulli Associates measures a 10% jump in the number of people willing to pay for financial advice since 2008. 

The new platform aims to facilitate clients’ access to data and management.

Funding relief for defined benefit plans is currently scheduled to end in 2020, and plan sponsors could face a spike in contributions.

Some 40% of investors say they are fundamentally interested in life insurance products—and many are interested in speaking with wealth advisers about how to use them properly. 

Take a look at the lineup of technology-driven solutions released this year to help advisers comply with the DOL's fiduciary rule.

The benchmarking tool will allow advisers to filter based on account size range; account types; services provided; and types of firms. 

Recordkeepers provide a variety of services, and plan sponsors and advisers should look for the ones most important to them and their participants.