Cambridge Adds to Adviser Resources
The Cambridge Retirement Center has been streamlined for easy use by advisers.
Products
Transamerica Launches Financial Educators Academy
The program enables people to become Certified Financial Education Instructors.
SPARK Publishes Updated 403(b) Info Sharing Best Practices
The purpose of the revision is to provide more specificity concerning the data to be shared between providers.
eVestment Unveils SmartVision Adviser Analytics
A solution from eVestment offers insights into market-moving investment trends of large institutional investors.
LPL Selects Retiremap for Financial Wellness Offering
Retiremap is now part of LPL’s Vendor Affinity Program
Introducing a 'Frugal' 3(38) Advisory Services
Small-plan clients can now receive fiduciary investment advice at a “frugal” price, says Frugal Financial Retirement Plan Services.
Financial Engines Advice to Reach Wells Fargo Participants
The company’s suite of institutional retirement planning solutions will be offered to 401(k) plans recordkept by Wells Fargo.
Millennium Trust Updates Web Capabilities
A new website offers remote access to rollover tools and resources from Millennium Trust.
Guardian Enhances 401(k) Website for Small DC Plans
A retirement planning management system provides education and guidance to positively influence the savings behaviors of plan participants in smaller companies.
ProcessUnity Expands Adviser Support Services
Updated sales and compliance support capabilities from ProcessUnity now link directly with Salesforce.
Goldman Sachs Unveils Retirement Share Class
R6 shares offer retirement investors a lower expense ratio than current institutional share classes from Goldman Sachs Asset Management.
Tech Firm Says Calculators Can Improve Savings
One key to better engagement in the retirement savings effort is improving knowledge about how assets and liabilities accumulate, according to financial technology provider SmartAsset.
John Hancock Offers HelloWallet Financial Wellness Program
HelloWallet will become part of the Total Retirement Solutions platform in the fourth quarter.
Deloitte and Penbridge Expand Pension Services Partnership
The firms announced an “expanded array of defined benefit plan services” after nearly a year and a half of partnership on risk transfer services.
Transamerica, Benefits Provider Partner on Multiple Employer Plan Service
The two companies will handle all of the plan administration.
App Compares Retirement Health Care Costs
Advisers can use the HealthView Explorer app to spark conversations about health care costs in retirement.
LPL Program Can Cut Vendor Costs
The Vendor Affinity Program aims to provide a pricing advantage for LPL advisers.
Social Media Support from Fidelity Clearing and Custody
New offerings from Fidelity help advisers shape and expand their online presence.
Voya Enhances Participant Website and Enrollment Experience
The myOrangeMoney participant website has been enhanced with retirement savings planning features that address Social Security and health care costs.
Cash Balance Plan Product Seeks Flexibility
A cash balance plan offering from Kravitz strives to deliver greater flexibility in the wake of key regulatory changes.