Participants Can Build Spending Plan With Financial Soundings Solution

As the firm explains, the program begins with a baseline retiree analysis proactively delivered to each plan participant flagged as retired, and includes a personalized investment strategy recommendation in tandem with a monthly spending guide for their qualified plan assets.

Investment Products and Services Launches

Invesco Releases New TDF Series With 12 Fund Offerings; Efficient Advisors Launches Mutual Fund Partnership with Dimensional; Catalyst Funds and BNP Paribas Team up to Develop Index Funds. 

2017 Adviser Choice Awards

PLANADVISER has announced winners of the fourth annual Adviser Choice Awards, to be handed out at the PLANSPONSOR/PLANADVISER Excellence in Retirement Awards 2018 on March 29th.

ICMA-RC Vantagepoint Funds Revamps DCIO Portal

Seeking to provide a top quality experience, Vantagepoint Funds conducted one-on-one research with representatives from a handful of select investment consulting firms, resulting in the new DCIO web portal.

O’Neil Digital Solutions Offers Document Management Platform

Mark Rossen, vice president of sales and marketing at O’Neil Digital Solutions, said the company’s goal was to help advisers strengthen relationships with their customers by providing them with “confidential and time-sensitive documents anywhere and in any format they choose.”

ICMA-RC Overhauls Website

Besides revamping the public website, the participant and plan administration portals have also been enhanced.