Investment Products and Services Launches
Wilmington Trust to Support Franklin Templeton CITs; Ryan Labs Releases Strategy for Corporate and Public Pensions; and TriLine Issues Energy-Related ETF.
Products
Arnerich Massena Offers Best Practices for Plan Monitoring
The latest in a series of white papers discusses monitoring investment menu managers, plan providers and plan fees.
Americans Unprepared for Health Care Costs in Retirement
RBC Wealth Management has issued a guide to help with including health care costs in retirement planning.
Investment Products and Services Launches
Putnam Announces New Pricing for TDFs; First Trust to Launch AI and Robotics ETF; and Vanguard Launches Factor-Based ETFs.
BofA Merrill Lynch Participant Website Relaunch Reflects Wellness Trends
The redesigned plan participant portal is based on insights gained from working with more than 5 million workers across the U.S., according to the firm.
Voya Introduces Chinese Version of Its Name
The firm also launched a three-month advertising campaign to help build brand awareness in the Asian-American community, and has a Mandarin page on its website.
Fee, Share Class Shifts at Schwab and Putnam Reflect Vigorous DCIO Competition
Recent interviews with product development executives at Putnam and Charles Schwab show the aggressive steps brand name providers are taking to keep their edge in a highly competitive...
Investment Products and Services Launches
PNC Adopts RiskFirst's PFaroe; EPIC Incorporates StoryLine to Platform; Sterling Capital Adds R6 Share Class for Select Mutual Funds; and more.
Manning & Napier Updates Social Security, Medicare Guides
Updates to the firm’s Social Security and Medicare guides, among other publications, aim to help individuals and employers make the best decisions when it comes to maximizing and...
Gainfully Adds Communications Platform for FinTech Firms
The new tool aims to help advisers speak regularly with clients in efficient and seamless ways.
Securian Financial Group Launches Financial Wellness 360
The new financial wellness program is designed to inspire, educate and encourage employees to make lasting financial behavior changes.
Investment Products and Services Launches
Wilshire Consulting Launches Inclusivity Initiative; SEIC Expands Manager Research Platform with Janney; ISS Creates Scoring Solution for Institutional Investors; and more.
Riskalyze, Vestwell Partner on 401(k) Platform
It is an end-to-end solution designed to make is easy for advisers to propose, onboard and serve 401(k) plans.
Facial Recognition Can Be Used to Access RetireSMART App
MassMutual announced facial recognition is allowed for Apple iPhone X users.
Transamerica Creates Physical and Financial Wellbeing Initiative
The platform highlights the importance of integrating both physical health and financial wellness in a worker's lifestyle.
Steidle Pension Solutions Announces 2018 403(b) Fee Schedule
Steidle's services to 403(b) plans include calculations, plan valuations, document services, Form 5500 and other services.
Endowment Index Shifts With Evolving Markets
The Endowment Index calculated by Nasdaq has reconstituted and rebalanced its overall asset allocation for 2018, making some slight but telling adjustments.
Investment Products and Services Launches
First Trust Launches Index Based ETF; BCG Adds Stadion 401(k) Managed Account on Recordkeeping Platform; Mercer Partners With Investment Metrics for Client Reporting; and more.
New Team at Transamerica to Serve Health Care Employers
The new dedicated team of servicing executives and account managers are experienced within their retirement plan or voluntary employee benefits specialties.
TD Ameritrade, FeeX Launch DC Plan Fee Analyzer Tool
The tool analyzes administration fees as well as individual mutual fund fees.