Transamerica is collaborating with FuturePlan by Ascensus on a new group plan solution, while Fidelity and Paylocity are partnering to enhance the Fidelity Advantage 401(k) pooled employer plan.
The service model that offers fiduciary, administrative and investment management help is available to plan sponsors, TPAs and retirement plan advisers to assist with designing and managing a 401(k) plan.
AllianceBernstein expands lifetime income strategy platform; Voya expands suite of target-date solutions; Vanguard Personal Advisor Services introduces five-fund active equity offer; and more.
OneConnect is a multiple employer approach that is available to businesses that want to sponsor ERISA 403(b) and 457 plans as well as to those who want to offer a 401(k).
PIMCO, Morningstar team up on personalized TDF solution; Schwab launches the Schwab Ariel ESG ETF; and Confluence Technologies to acquire Investment Metrics.
The firms say it gives companies access to asset management, retirement expertise and guidance for employees via a technology platform.
The firm has added a Spanish option to its mobile retirement application.
The portfolio rebalancing and management solution has a new dashboard view, grid interface and improved navigation.
The firms say their new partnership will allow advisers to provide a personalized investing solution to participants in smaller plans.
SEI acquires investor lifecycle management firm; ISS ESG launches another ESG measurement index series; IndexIQ expands thematic ESG exchange-traded fund offerings; and more.
Remotiv was designed to use a psychology-based savings mindset training approach that includes unconflicted retirement savings coaches as well as personalized messaging.
Fewer than four in 10 advisers say they have a successful track record of partnering with their clients’ children or spouses on successful wealth transitions, meaning the stability and longevity of many advisers’ practices may be in question.
PGIM Investments to acquire Green Harvest Asset Management; ProShares launches first U.S. Bitcoin-linked ETF; Pacific Life introduces Invesco V.I. defined outcome funds; and more.
A person requesting certain assistance through the the firm's participant service center or other means may be required to go through additional scrutiny using a live video identity verification process.
In addition to easing the burden of succession planning, the firm is seeking to create more efficient collaboration among financial advisers and their teams.
Broadridge enhances fiduciary toolkit for advisers; GoalPath makes managed accounts available on iJoin; BlackRock announces option to include annuities in target-date strategies; and more.
The objective of the new pooled employer plan will be to create as close to a complete environmental, social and governance investment lineup as possible.
Victory Capital expands VictoryShares ETF offerings; RetireOne and Midland National launch portfolio retirement income guarantee solution; Transamerica broadens availability of stable value option; and more.
HSA Bank's Retirement Healthcare Cost Calculator is designed to show the value of saving and investing in health savings accounts (HSAs).