Products

BMO Global Asset Management expands availability of stable value fund; American Funds offers new fixed income funds; and Franklin Templeton offers Global Macro Strategies Fund.

Mercer Complete Care helps employees understand their health benefits and make optimal provider choices, among other things.

A major obstacle to enrollment, according to DST Systems, is the perception that the process could be intimidating and time consuming. 

Vanguard Closes Dividend Growth Fund; Schwab Offers Fund Tracking the S&P 500 Equal Weight Index, and more.

The guide includes questions to be asked of a recordkeeper.

Equity compensation plan participants will now have access to wealth management and brokerage services.

One new feature of the GuideSpark open enrollment solutions is “Help Me Choose” which informs and guides employees with personalized recommendations for health plan selection.

Quarterly reports of details of Mutual of Omaha funds will now only include funds in a 401(k) plan’s lineup.

The white paper explains why a review of insurers’ administrative capabilities and practices is such a crucial part of fiduciaries’ responsibilities in light of the Department of Labor’s...

Mercer suggests the Trends module will be updated on a quarterly basis with real data on investment manager searches, enabling users to create custom reporting and filtering.

It shows plan balances and projected retirement income.

Known as the ClearDirection Plan Management program, a new client service approach from CUNA Mutual Retirement Solutions focuses on simplifying key administrative processes.

Website enhancements build on Milliman's PlanAhead for Retirement projection tool, the firm explains. 

Discussions with plan sponsors also reveal the benefits to plan sponsors of utilizing automatic enrollment and automatic contribution escalation.

John Hancock Investments enacts expense reductions in TDF suite; Defined Contribution Real Estate Council publishes investing checklist for plans; Morningstar introduces new global risk model.

Fidelity Drops Pricing on 27 Index Mutual Funds and ETFs; Lindner Capital Advisors Announces Fee Structure for New 401(k)s

From an attribute standpoint, Bob Ward, chief revenue officer for Vertical Management Systems, says ETFs make “all the sense in the world” for use in DC plans.

The toolkit promotes and addresses the varied components of wellbeing, including physical health, emotional balance, financial stability and strong social bonds.

American Century Investments redesigns and renames large cap equity fund; Wilshire Associates Incorporated announces the launch of the Wilshire Bond Index.

The program covers a wide range of personal finance issues, such as debt and credit scores.