Investment Product and Service Launches
J.P. Morgan designs core menu evaluation tool; FTSE Russell launches enhanced Green Revenue Data Model; Franklin Templeton presents goals optimization engine; and more.
Investment Product and Service Launches
MATC releases portfolio gallery with global asset managers; Ascensus adds advice and managed accounts services; New York Life partners with Visual Capitalist on data visualization platform; and more.
Envestnet Offers Retirement Analytics Solution for Enterprise Home Offices
It is designed to help broker/dealers make strategic decisions about their books of business.
Investment Product and Service Launches
Transamerica announces management fee reductions and J.P. Morgan AM reduces fees in two series.
Alliance for Lifetime Income Creates Income Presentation
The offering is designed for financial professionals to deliver to clients and prospects.
Principal Creates 401(k) Platform for Small Businesses
Simply Retirement by Principal is designed for companies with fewer than 100 employees.
Investment Product and Service Launches
Vanguard makes changes to money market fund lineup, and S&P Dow Jones Indices announces changes to the DJIA.
FinFit Creates Savings Account With Employer Match
Employers can match up to 100% of employees’ contributions.
DCIIA Publishes First Paper in Series on Managed Accounts
The primer includes a review of the basics of managed accounts, a description of how they can be offered and considerations for determining if they are right for a particular DC plan.
Alger to Launch Its First Set of Actively Managed ETFs
Brown Brothers Harriman & Co. (BBH) will be the custodian, administrator and transfer agent of the funds.
ShareBuilder 401k Announces Discounts on Safe Harbor Accounts
The offer will run until the October 1 safe harbor deadline.
Security Benefit Launches Retirement Plan Mobile App
The company is also offering a new platform that combines health and financial wellness.
Lockton Creates PEP Solutions for Small and Large Employers
The launch will be available to clients in the Northeast and extend nationally over the course of several months.
Rebalance Offers Personalized 401(k) Products to Small Businesses
The firm will also assume the role of investment adviser to the plan, and therefore accept most of the fiduciary responsibilities as well.
Northshire Consulting Selects 401GO as Recordkeeper
The partnership will focus on the firm’s National Chamber of Commerce Micro Market Solution.
Bloomberg to Offer ESG Scores
The model is informed by sustainability and industry frameworks, research and analysis to reduce noise, normalize data and address size bias and disclosure gaps.
John Hancock to Waive Recordkeeping Fees in Q121
The break will apply to 401(k) plans that sign up with the company between August 1 and December 31, 2020.
Lively Adds Personalized Investment Guidance to its HSA
The new feature is powered by Devenir.
Ascensus Launches Mobile Retirement Savings App
The READYSAVE app will leverage behavioral prompts to drive better outcomes.
ICMA-RC Expands Virtual Financial Planning Services for Retirement Plan Participants
The move will expand the availability of the firm’s Certified Financial Planners to working and retired participants.