Products

It is an open architecture platform where advisers can bring together all of their data and tools to manage client and prospect workflows.

It is a fully bundled 401(k) plan offering that incorporates a broad selection of investment products, as well as 3(38) fiduciary oversight.

Prior to October 1, employers can get $100 or $200 off new plan set-up costs.

This adds to its consolidated view of the financial services industry, including detailed profiles on all firms and professionals.

It assigns points to various plan and participant features and recommends ways to improve participants’ retirement readiness outlook.

The program’s aim is to help advisers streamline their practices.

After previously failing to get DOL approval for a target-date fund design that involves an annuity and reinsurance component, LGIMA hopes the Trump Administration will more readily allow such private sector innovations.

It leverages biometrics, education and on-the-go account access to help instill confidence in retirement plan participants and make transactions quick and easy.

The courses are designed for both plan advisers and sponsors to help them manage 401(k) plans more effectively.

The plan, in development for the past two years, is being offering in partnership with Ryan Insurance Strategy Consultants.

Club Vita teamed up with Mercer to develop a proprietary model, VitaCurves, that uses the nine-digit ZIP code to help defined benefit (DB) plan sponsors more accurately make longevity assumptions.

The product bundles complete custody, recordkeeping, administration and portfolio maintenance of IRAs. It can be paperless and resides in a cloud-based environment.

The program offers participants one-on-one sessions with a financial planner to discuss their various distribution options.

Offering health savings account (HSA) services allows advisers to add value and help clients more holistically plan for retirement, Kristen Donovan, with BAM Retirement Solutions, tells PLANADVISER.

The solution automatically synchronizes information between the plan sponsor, recordkeeper, investment provider and employees.

The company believes the new tool will reduce wait time for advisers, who will usually contact actuaries to estimate defined benefit (DB) plan contribution requests when clients explore the possibility of setting up a plan for their business.