Products

New financial wellness coaching platform incorporates research-backed strategies and technology to help employees set and achieve financial goals. 

The Plan Data Intelligence ReSource from ERISApedia.com offers “powerful online data mining of the most current Form 5500 filings.”

A new whitepaper from Transamerica explores strategies for maximizing control and transparency in key pension plan processes. 

‘Retirement U’ offers resources to advisers looking to upsurge guidance for clients.

State Street Global Advisors Adds 88 Firms to Gender Diversity Index; Morningstar Credit Ratings Now Ranking Financial Institutions; and Morningstar Partners With Advicent to Upgrade Asset Allocation Classification.

Even advisers who feel well prepared for the DOL new fiduciary rule will face an increased amount of paperwork and disclosure, both internally and coming from outside providers.

TIAA says voice recognition technology offers customers a “fast, easy and secure password alternative.”

The national advisory firm announced the addition of HSA tax-exempt savings analysis to its core service lineup. 

VMS has added Mid Atlantic Trust Company as a trading destination and custody provider within its adviser and TPA network. 

The investment advisery firm Edward Jones says it will look to grandfather IRA relationships acquired before April 2017, while also instituting some fundamental changes to process and product...

Perspective Partners has launched a program designed to help employees take advantage of 401(k) retirement accounts and health savings accounts (HSA)s.

The mutual life insurance company’s new customer-experience management software will allow it to gather customer feedback and act on it in real time, MassMutual says.

Schwab Reveals 8-bps Passive TDF With No Minimum; MetLife Stable Value Solutions Fund Added to Modelxchange.

The design aims to add clear access for advisers, clients, investors and employees. 

The latest addition to the LPL Affinity Program is aimed at helping advisers comply with requirements of the new DOL fiduciary rule. 

As the DOL’s new fiduciary rule approaches implementation, Morningstar is set to launch a 401(k) platform to help advisers minimize liability.

TIAA Announces Super Regional Mall Fund; Northern Trust Launches Exclusive Partnership with Software Firm; and Wilshire Launches Crisis Index.

A strategic partnership between Efficient Advisors and Gladstone Analytics will help financial planning businesses asses their client base and plan for their own future.  

“It is almost akin to buying fiduciary insurance,” says Tod Ruble with Custodia Financial. “Plan sponsors are maintaining fiduciary obligations and improving outcomes for participants.”

Spark 401k also provides access to low-cost ETFs that keep investment expenses less than 1%, helping employees further grow their nest egg.