Products

By linking its software directly to PenChecks Trust’s “P3” online benefits processing portal, PensionSoft will enable its clients to access a suite of benefits distribution services.

PNC Retirement Solutions will offer 3(21) and 3(38) investment services.

Plan Management Corporation and CompIntelligence announced a strategic partnership and integration, aimed at delivering a “complete stock plan solution.”

In addition, the firm has added a conversation explaining the value of guaranteed retirement income.

“It is critically important for advisers and sponsors who are affected by the new rule to have a comprehensive, practical, and accessible resource for dealing with the opportunities...

Prudential reduces fees on mutual funds; Beaumont Capital Management releases smart beta series; and Ivy launches NextShares exchange-traded managed funds.

The Institute's first white paper, "Using Decision Styles to Improve Financial Outcomes – Why Every Plan Needs a Retirement Check-Up," examines the two primary styles that people use...

The firm says TPAs and plan design consultants offer invaluable compliance expertise, helping to ensure a variety of unforgiving obligations are met under the Employee Retirement Income Security...

Through seven short videos, 23 women share their real-life experiences and challenges as well as advice about how women can take control of their finances.

The campaign provides online and mobile educational tools and webinars to public employees.

MPI releases Target-Date Radar; Fidelity ETFs see another price reduction; New TDF Index released, and more.

The platform would provide employers with a variety of components such as compliance tools, while offering employees access to an online enrollment system and benefits marketplace.

The DTCC solution supports the exchange of data between insurance carriers and distributors for the on-going reporting of fees, expenses and commissions schedules. 

The online solution will offer a library of podcasts, publications, and other materials covering equity markets debt, unconstrained fixed income, and several other topics affecting institutional investors today.

Franklin Templeton Investments rolls out actively managed ETF suite; AXA launches collective investment trust; BlackRock reducing iShares ETF costs; and more.

Mercer has revealed a new approach to help employers contain specialty pharmacy costs. 

National Retirement Security Week is October 16 through 22 this year, and a U.S. Senate resolution supports the goals of the week.

Through one-on-one counseling and a variety of online tools and resources, Mapping Your Future Financial Solutions assists users in overcoming current financial issues and preventing future setbacks.

Key features of the SmartDollar program include on-demand video lessons, educational materials and coaching, regular communication to participants to take action, and aggregate reporting that enables plan sponsors...

Jackson Square Partners offers mutual funds for institutional investors, Russell and Envestnet partner on new QDIA offering, and more.