Products

Release 10.0 combines insights about plans’ operational challenges with highlights from the current and four previous years of plan data. 

Transamerica Rolls Out Fee-Based Variable Annuity; USA Financial Launches Asset Management Platform; Victory Capital Expands ETF Platform.

The new program features original video training sessions and a downloadable companion resource aimed at boosting collaboration with recordkeepers and TPAs. 

Fixed income annuities and QLACs are easier for participants to understand than other products, a MetLife whitepaper says.

Janney will utilize Advicent’s NaviPlan financial planning software along with its expanded retirement income evaluation tools. 

The Social Security eSource will help advisers provide guidance to clients.

The company offers an article with a checklist for plan sponsors to use.

Nationwide Unveils International Small Cap Fund; First Eagle to Add Retirement Shares to Mutual Funds; BCM Expands Smart Beta Solutions; and more.

The partnership is aimed at delivering “non-conflicted personalized advice” to John Hancock Retirement Plan Services clients. 

The tool now provides a graphic illustration of how much income savers will potentially need in retirement and whether they are saving enough to get there.

StoryLine, built with SPDR exchange-traded funds (ETFs), is designed specifically for 401(k) participants in adviser-sold, small-market plans.

Pacific Life Launches Variable Annuity; Beaumont Capital Management Launches Smart Beta Solutions; Charles Schwab Expands ETF OneSource Series with OppenheimerFunds; and more

The new platform aims to facilitate clients’ access to data and management.

Take a look at the lineup of technology-driven solutions released this year to help advisers comply with the DOL's fiduciary rule.

The benchmarking tool will allow advisers to filter based on account size range; account types; services provided; and types of firms. 

Prudential Launches New TDF Suite; Natixis Releases ESG TDFs; and Vanguard Reports Reduced Expense Ratios.

Hartford Funds Reduces Fees for Strategic Beta ETFs; John Hancock Launches ESG-Focused Funds; TIAA’s Nuveen Releases ESG-Focused ETFs.

The online tool is designed to help investors decide whether to allocate extra income to retirement savings or pay down student loans.

By partnering with Larkspur Data, RiXtrema will enhance its current retirement plan compliance offerings with added features.

Lincoln Financial and BlackRock Launch Variable Annuity; Vanguard Taps RS Investments to Manage Mid-Cap Growth Fund; LGIMA Releases New Scientific Beta Funds for Institutional Investors; and more.