Vanguard to launch two active funds, reopen Wellington fund; As You Sow issues corporate 401(k) sustainability scorecard; MIM broadens investor access to public fixed income strategies; and more.
The nonprofit financial wellness provider SaverLife has teamed up with the KFC Foundation to meet the straightforward but ambitious goal of ensuring KFC workers can amass $500 in emergency savings.
CUNA Mutual Group issues new annuity with Members Life; Lincoln Financial Group Partners with YourPath; and Allianz Life launches income and annuity solution.
The standards it’s developing provide ‘more explicit guidance’ to decrease cyber fraud.
It can cull data for advisers, banks, credit unions, insurance firms and other institutions to give an overview of a person’s defined contribution plan holdings.
Fiduciary Insurance Services to provide annuity evaluation services; Alegeus partners with CAPTRUST on new HSA solution; and Cabana launches new ETF suite with ETC.
The platform uses Franklin Templeton’s Goals Optimization Engine and helps advisers provide an offering to small DC plan sponsors and participants in a cost-efficient way.
MFS makes changes to CIT line and Diligend and eVestment partner on data exchange platform.
Select large employers on Principal's recordkeeping platform can provide access to Edelman Financial Engines’ financial planners, an array of financial education tools and online advice.
The firm is partnering with vWise Inc., a platform designed to be effective in institutional, adviser-sold and retail financial markets.
Northern Trust announces latest digital document capture feature; Adaptive Investments partners with WealthShield to manage portfolios; and Equitable adds managed accounts and cash balance plan to solutions for small businesses.
The firm says it will provide advisers with the documentation they need to prove they are following regulations, including new rules with client rollovers.
The firm is getting out of the retail annuity business and focusing on its retirement and asset management businesses, including initiatives to improve the participant experience.
DCIIA says it aims to provide practical steps consistent with fiduciary obligations.
Users can get information on DC assets, membership, investment options, contributions, plan types and provisions.
It plans to offer a centrally managed platform for education and participant support.
Nationwide partners with AB to offer in-plan income guarantees; Voya’s new stable value solution offers manager diversity; Bloomberg and MSCI launch emerging markets ESG index suite; and more.
Both companies offer the option to customize and manage service providers across employee benefit, payroll and accounting services.
Designed for institutional and corporate retirement plan clients, PRS delivers personalized insights, guidance and tools.