Products

New Plan From OneAmerica Offers Participants Guaranteed Lifetime Income

“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.

Investment Products and Services Launches

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.

Investment Products and Services Launches

Russell Investments Discusses New ESG Finding; Merrill Lynch Brand Designs ESG Portfolios; and EDHEC-Risk Institute Examines Retirement Products and TDFs. 

MassMutual Offers New Reports to Help DB Plan Sponsors

The report is being generated by MassMutual’s Defined Benefit actuarial and investment consultants with the goal of helping sponsors maintain an integrated actuarial and investment policy to manage their plan.

Paychex Revamps Advisor Console

With a focus on accessibility and ease of use, Advisor Console’s new features and functionality allow financial professionals to be more efficient when serving their clients’ plans and investments.  

EY Introduces Financial Wellness Service

“In creating this new financial wellness platform, we designed a hybrid human/digital approach that engages all users in the way that feels most comfortable to them," says Kate Barton, EY Americas vice chair of Tax Services.