Products Archives | Page 36 of 471

Products | March 21st, 2018

BlackRock Unveils Retirement Income Planning Solution

Rather than rely on a simple 4% withdrawal rule, the new BlackRock model seeks to sustain the consumption pattern once labor income ceases.

Products | March 21st, 2018

Firms Partner to Provide Health Care Cost Transparency

The partnership between Alegeus and ZendyHealth aims to help employees make smarter decisions to manage health care costs.

Products | March 19th, 2018

Washington Financial Group Revamps Website

“We are focused on providing our clients with the necessary resources, tools and technology they need to pursue successful retirement outcomes for every employee,” says Joe DeNoyior, WFG’s...

Products | March 16th, 2018

Predictive Analytics Can Help Solve Retirement Plan Challenges

John Hancock has begun using predictive analytics to address defined contribution (DC) plan participant behaviors that could hurt their outcomes.

Products | March 15th, 2018

Investment Products and Services Launches

Hartford Funds lowers fees for six ETFs; oekom research joins ISS, renames brand; T. Rowe Price releases multi-strategy fund; and more.

Products | March 13th, 2018

Empower Launches ‘End-to-End’ Retirement Planning Solution

My Total Retirement is designed to help an individual from the goal-setting stage at the start of the one’s career through a withdrawal strategy that’s implemented when their...

Products | March 8th, 2018

Investment Products and Services Launches

Morningstar Grows Fund Ratings System with Quantitative Rating; First Trust Merges Two Funds; and Vanguard Changes Benchmarks for Funds.

Products | March 8th, 2018

Fidelity Launches Equity Compensation Planner

The planner is designed to help employees better understand their stock awards and more easily integrate these stock awards into their overall financial plans.

Products | March 7th, 2018

Compass Introduces Two Health Care Navigation Solutions

Both solutions are designed to help employees choose the right benefits and health care delivery to lower costs for them and employers.

Products | March 1st, 2018

Fiduciary Advice Provider CAPTRUST Makes 3(38) Services a Big Focus

As one looks at retirement plans that have greater assets, the committee structure is more entrenched, which has slowed the uptake of 3(38) services relative to 3(21) services;...

Products | March 1st, 2018

Investment Products and Services Launches

Wilmington Trust to support Franklin Templeton CITs; Ryan Labs releases strategy for corporate and public pensions; and TriLine issues energy-related ETF.

Products | February 28th, 2018

DataPath Adds HSA and Investment Functionality to Administration Platform

The Summit platform allows TPAs to be more efficient by keeping all administration together in one system.

Products | February 28th, 2018

Arnerich Massena Publishes Latest in Retirement Plan Best Practices Series

“Monitoring your investment menu managers, your plan providers, and plan fees is an important part of your overall fiduciary responsibility,” the firm’s latest white paper states.

Products | February 26th, 2018

RBC Offers Guide to Retirement Health Cost Planning

A survey found only 56% of respondents have factored health care into their retirement planning.

Products | February 22nd, 2018

Investment Products and Services Launches

Putnam announces new pricing for TDFs; First Trust to launch AI and Robotics ETF; and Vanguard launches factor-based ETFs.

Products | February 21st, 2018

FixedFee401k Promises DC Plan Market Disruption

The firm wants to pretty much completely change the basic pricing of 401(k) plans in the small- and mid-market by establishing fixed fees for advisory services and a...

Products | February 21st, 2018

New Participant Portal at Bank of America Merrill Lynch

The revamped website will present employees with “a more simplified and interactive experience,” the firm says, while featuring data-driven recommendations.

Products | February 20th, 2018

Voya Increases Reach to Asian-American Market

In addition to unveiling its new Chinese name, Voya has been running commercials in Mandarin on Chinese television stations in a number of select U.S. cities.

Products | February 20th, 2018

Providers Seek an Edge through Fee Reductions, Share Class Simplifications

Interviews with product development leaders at Charles Schwab Investment Management and Putnam underscore the fierce competition that drives providers’ evolving approach to setting fees and crafting new services.

Products | February 15th, 2018

Investment Products and Services Launches

EPIC incorporates StoryLine to platform; Sterling Capital adds R6 share class to select mutual funds; and PAAMCO launches alternative beta tool.