Products

Eaton Vance changes investment objectives and policies of funds; Transamerica launches fifth managed risk ETF; HB&T and Nottingham Advisors launch ESG CIFs; and more. 

The new digital platform includes a personalized experience and improved investment services, among other things.

GSAM announces first actively managed ETF; Lyxor Americas launches hedge fund program for institutional investors; Sanctuary adds solutions division platform and members; and more.

MassMutual cites data from Aite Group showing usage of HSAs is projected to outpace other financial accounts for health care, such as HRAs and FSAs.

The program features a financial fitness assessment and score, personalized curriculum based upon needs and preferences, game mechanics, and one-on-one support from an internal team of retirement consultants.

Participants in plans serviced by John Hancock can hear their account and loan balances, fund allocations, personal rates of return, contact information for the plan, and more.

“The whole world runs on smartphones,” says Alex Cyriac, co-founder and CEO of Lively.

Both active annuitants and deferred annuitants can go to MassMutual’s website to access information about their annuity, as well as update their records, among other things.

Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and MainStay moves target-date funds to other asset allocation...

The new solutions will help employees manage student loan debt, navigate job changes, access financial coaching and develop a personalized financial roadmap.

While the service is offered as a package, plan sponsors will be able to choose select solutions for their needs.

Empower Retirement says its new student loan repayment solution can help individuals take action to achieve better financial security through smarter debt management.

New features include a simplified enrollment process and ability to set automatic contribution increases.

WisdomTree Restructures European and Japan Equity Funds; SSGA Launches Sector Rotation SPDR ETFs; Vanguard Files SEC Registration for Commodity Strategy Fund; and more.

The enhancements are designed to offer a streamlined participant experience and resources to support smarter spending and saving decisions.

Steidle Pension Solutions’ comprehensive services include testing, calculations, plan valuation, document services, actuary certification, Form 5500 preparation, and more.

The report discusses the power of compounding, finding extra dollars to save, saving for college and retirement and managing debt, and provides asset allocation guidance.

The new service by Clear Disclosure Partners is used by TPAs, recordkeepers, and retirement plan consultants to assist plan sponsor clients in monitoring the ongoing regulatory disclosure information...

Principal Financial Group launches the Principal Guaranteed Option, while Charles Schwab introduces subscription pricing for robo-advice. 

Travis Symoniak, Securian Financial’s manager of group insurance enrollment solutions, says more employers are offering voluntary benefits to help improve their employees’ financial security; however, enrollment can often...