Vanguard Creates World Bond ETF, and Barrow Hanley Introduces Bank Loan Investment Strategy.
PlanAnalytics will now utilize retirement readiness data from GuidedChoice.
TD Ameritrade Adds ESG Investment Models and First Trust Creates Index-Based ETF.
The solution will focus on behavioral change by providing personalized wellness plans, according to MetLife.
The company says it needed to stay innovative about how it operates—whether end users want to check 401(k) balances on laptops, dial into a call center to talk about short-term investments or use a mobile device to get an answer to a question about insurance coverage.
Robert Gibson, fiduciary consultant at Centurion Group, says there is pressure on advisers from plan sponsors about what they can offer participants, and the challenge is how the program will be paid for.
The former owner is also barred from serving as a fiduciary, trustee, agent, or representative to an employee benefit plan.
“For advisers, whether you have multiple plans or are new to the business, ReadyPlan’s simplicity means reduced time commitment and the potential for increased operational efficiency,” says Steve Chappell, Securian’s vice president of retirement plan sales.
The mobile app looks to increase productivity for when plan sponsors have no access to their desks.
Retirement Pathfinder is dynamic, allowing for ad-hoc changes and a host of different scenarios.
“OnePension is a good fit at the workplace for plan sponsors wanting to provide participants an annuity (guaranteed lifetime income) to ensure that employees, once their working career is finished, have retirement income,” says Pete Welsh, vice president and managing principal, OneAmerica Retirement Services.
Through a new strategic partnership boosting its direct-to-adviser footprint, LifeYield will make its proprietary Taxficient Score available to United Planners’ nearly 500 financial advisers.
Broadridge and Morningstar Partner to Help Investment Manager Identify Adviser and Consultant Sales Opportunities; Advantus Rebrands as Securian Asset Management; and Northern Trust to Provide Services for New Morningstar Funds.
Retirement plan administration platform the LightPoint Kingdom(k) retirement plan aims at Christian business owners.
Russell Investments Discusses New ESG Finding; Merrill Lynch Brand Designs ESG Portfolios; and EDHEC-Risk Institute Examines Retirement Products and TDFs.
The guide includes information on rollovers, loans, hardship withdrawals and much more.
The site was redesigned using advanced analytics and Artificial Intelligence to better understand their wants and needs.
The financial wellness and literacy program is meant to help employers address the hard costs of high-turnover, absenteeism and financial hardship of their employees.
The IPX platform provides RIAs with a more manageable entry point into the complex 403(b) and 457(b) markets by streamlining the requisite custody, trust, trading and administrative services.
Offered by Alight Solutions, WealthSpark combines highly customized investment portfolios designed by AllianceBernstein (AB) with Personal Capital’s digital wealth management tools.