Sponsored message from Oppenheimer Funds |
Looking Under the Hood Evaluating Target Date Funds |
Plan sponsors are charged with an ongoing fiduciary responsibility to evaluate and select investment options that are appropriate for their retirement plan participants.
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Merrill Lynch Aims to Expand 3(21) Fiduciary Services |
The firm leadership tells PLANADVISER many of its 14,000 advisers on the ground want to be able to utilize deeper fiduciary service capabilities for the institutional retirement business. “This means our advisers will offer ERISA 3(21) fiduciary service when providing retirement investment menu advice or recommendations,” the firm says.
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Schwab Expands Hybrid Advisory Service |
The package provides access to human advisers as well as an automated managed account built with ETFs from Schwab and other providers.
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John Hancock Launches New Indexed Universal Life Solution |
The new product series offers a range of indexed account options including one providing access to international markets.
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DST Launches Analytics Dashboard for Advisers |
The solution providers retirement plans with data-driven insights about the health and performance of the plan.
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Empower Retirement Uses 'Quirky' Videos to Engage Millennials |
In a series of live action videos, Empower takes on some truly quirky, bad and perhaps not-so-serious retirement planning ideas.
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