SponsorFIT is designed to help retirement plan sponsors monitor and improve plan health, as well as simplify plan administration.
The Standard Grows Stable Value Fund Options, and First Trust Creates Dow Jones International Internet ETF.
The Retirement Analysis Kit now includes a "bucket strategy."
Managed360 features a diverse set of investment options.
A new retirement plan support program from TaxHACKer seeks to simplify complex tax and pension codes to provide a streamlined solution to clients.
Advisers and their plan sponsor clients will have access to financial planning technology and a hub of deployable assets, including a financial wellness assessment to identify top priorities.
The messages will be compliant with FINRA regulations and Lincoln’s own internal broker/dealer controls.
The program rounds up debit card purchases and checking account transactions to the nearest dollar and stores the change in employees’ Cookie Jar savings accounts.
The back-office support program provides investment monitoring reports and generates RFPs, among other capabilities.
SSGA Creates Fixed Income Data and Investment Publication, and Northern Trust Selects Diversity-Focused Firms to Offer Investment Insight.
Retirement Plan Manager is aimed at helping advisers serve plans with less than $5 million in assets.
The checklist is included in a guide that offers questions to ask and items to consider.
Fiduciary Tool Added to Broadridge Analytic Solution; SS&C Technologies Adds ERS Managed Account Solution to Recordkeeping Platform; BlackRock Launches Multiple ESG Funds and Tools; and more.
The solution uses new digital technology to help employees assess their individual financial wellness needs.
Not only does the solution help prevent 401(k) loan defaults when a participant experiences an involuntary job loss, it now covers voluntary job changes.
“We are committed to bringing America’s workers solutions designed to help them gain confidence and take action to efficiently prepare for health care expenses in retirement,” says John Carter, president of Nationwide’s retirement plan business.
Through this expansion, SEI’s BusinessWise program will deliver enhanced financial planning tool to help advisers make actionable plans for individual clients.
TIAA is helping its plan sponsor clients create their own National Retirement Security Week campaigns with ready-to-use content, while Mutual of America is conducting on-site group presentations.
The aim is to meet employees’ growing calls for personalized and holistic financial wellness guidance.
PGIM Rolls Out First of Set of ETF Expansion; Invesco Acquires MassMutual Asset Management Affiliate; and Horace Mann and SWBC to Offer Investment Solutions for Educators.