Products

Guidelines published by Transamerica highlight the importance of clean data and careful planning when it comes to minimizing defined benefit plan costs. 

State Street Global Advisors adds 88 firms to Gender Diversity Index, and Morningstar Credit Ratings now ranking financial institutions.

The financial services firm said it launched this initiative to help investors gain a better understanding of equity compensation and their benefits.

TIAA customers can create a “voiceprint” to securely identify themselves when they call to speak to a representative, transfer funds or check their account balances.

Clients of Vertical Management Systems can now access investment products and tools from Mid Atlantic Trust Company. 

NestUp from Perspective Partners takes an integrated approach that optimizes employer matching and tax benefits.

With its new platform, MassMutual will be able to gather client feedback from plan sponsors and act on it in real time, the firm says.

Schwab Reveals 8-bps Passive TDF With No Minimum; MetLife Stable Value Solutions Fund Added to Modelxchange.

Early next year, Morningstar plans to release a new 401(k) platform that would provide competitive recordkeeping selection and investment lineup services through an online portal.

TIAA Announces Super Regional Mall Fund; Northern Trust Launches Exclusive Partnership with Software Firm; and Wilshire Launches Crisis Index.

Prudential Financial is offering a guide for optimizing employee benefits programs.

The solution pays off retirement plan loans for participants who face circumstances beyond their control.

Spark 401k is designed for businesses with fewer than 100 employees to deliver a retirement planning experience that offers the benefits available to larger companies.

Nationwide advisers can provide small plans with LPL’s 3(38) investment fiduciary service.

The new 401(k) platform is designed to increase productivity in plan administration, while enhancing compliance by reducing the room for error, according to the firm.

The paper analyzes the use of economic-scenario generators in supporting rating agency and regulatory requirements, its business applications in the insurance and pension industries and more.

A new solution from MAXIS Global Benefits Network promises to help multinational organizations pursue competitive rates and better predictability around benefits costs. 

The company says the benefits can protect employees from dipping into retirement savings.

Women in Pensions Network Board President Amy Glynn, of GRP Advisor Alliance, explains that “isolation is one of the biggest impediments to pension industry career advancement for women.”

The firm has released a white paper describing how the solution helps employers curb health care costs.