Products

Edelman Financial Engine's Fiduciary Distribution Review "helps ensure that employees don’t squander their chances of achieving retirement security through poor decisions around plan distributions.”

Picwell’s AI engine matches consumers to the right plan during enrollment by predicting future care considerations, estimating out-of-pocket expenses, and accounting for personal preferences.

Their "360 partnership" solution automatically ports information between the plan sponsor, recordkeeper, investment provider and employees.

Stadion's managed account service offered on TRG platform; Principal Global Investors launches new multi-factor ETFs; Northern Trust forms options trading desk in Chicago; and more.

The company calls it a defined outcome system because it is a suite of tools that emphasizes retirement income over account balances.

Fidelity adds lower expense ratio mutual funds, and Vanguard introduces global stock fund. 

Man Group releases ESG analysis tool; Prudential Capital Group renames global investment business; Schwab expands ETF OneSource Program; and more.

It helps users quantify the value of their high deductible health care plan, both in the present and the future, and select investments.

Mercer's clients in the United States will have access to Club Vita's proprietary longevity assumptions, analytics and reporting, which will help them to better assess and manage their...

With the solution, created using GuidedChoice data, plan sponsors and consultants can more easily identify participants who might be falling behind, provide data-driven advice and make more strategic...

Buffalo Funds introduces institutional class shares; Nuveen adds to Diversified Dividend and Income Fund team; and State Street Global Advisors launches ESG money market fund. 

Beginning in the third quarter, pension annuity customers whose accounts came to OneAmerica through a pension risk transfer (PRT) will be able to see to their account, make...

American Century Investments to develop new equity and fixed income suite; HealthSavings Administrators releases HSA investment vehicle; DWS Group launches ESG ETF; and more.

For retirement plan sponsors, the CEFEX Independent Assessment Report offers a method to document the selection and monitoring of their service providers, thereby helping them fulfill their fiduciary...

A company executive says Club Vita’s analysis will lead to material savings and less risk for defined benefit (DB) plan sponsors.

Morgan Stanley builds low-minimum impact portfolio suite; American Century Investments decreases ETF management fee; Sun Life Financial consolidates asset management businesses; and more.

According to the Insured Retirement Institute, systematic withdrawal strategies, whether a simple “x%” rule or based on a more sophisticated stochastic analysis of the probability that assets will...

LGIMA builds ESG strategy for DC plans; Russell Investments announces tax-managed fund for long-term investors; and FTSE Russell Introduces Preliminary Report of Indexes' Reconstitutions.  

For employers, BrightPlan provides an assessment of the state of financial wellness across their employee base and identifies ongoing opportunities to help employees increase their financial acumen.

Vitality clients will purchase SmartDollar and roll it out to their employees as a free financial wellness benefit.