Products & Services

S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds; and Beaumont Capital reveals a defensive TDF alternative.

Target-date funds and other QDIAs are often thought of as set-it and forget-it investments, but new data from J.P. Morgan Asset Management highlights the need for ongoing guidance...

The company will generate a change file and send it to payroll providers without the plan sponsor having to get involved.

Betterment for Business already confirmed it would be launching an integrated 401(k) advice and recordkeeping platform back in 2015, but now the service is officially available to employers. 

Putnam reveals ‘Maneuver in Markets’ program for advisers; Vanguard reopens money market fund ahead of SEC changes; Wells Fargo offers enhanced pension metrics reporting.

PLANADVISER announced today the winners of the second annual Advisers Choice Awards, to be handed out at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 31. 

Managing director of AB’s alternatives and multi-asset arm offers helpful reminders amid rocky markets—most notably, that volatility is normal and actually a key source of opportunity.

While the ability to implement auto enrollment will provide an immediate opportunity for church plan sponsors to improve participant outcomes, other parts of recently passed legislation also warrant...

DB plan sponsors are freezing their plans and changing accounting methods; what can be done about ballooning costs for these plans?

Pacific Funds has added six new U.S. equity funds to its family of mutual funds.

The defined contribution retirement planning industry always seems to be struggling for balance, observes Josh Cohen, a 20-plus year industry veteran currently running DC business for Russell Investments. 

Experts are beginning to advise plans sponsors to level the playing field when it comes to recordkeeping fees and other recurring expenses. 

The Bipartisan Budget Act of 2015 introduced changes to Social Security regulations that limit households’ ability to use certain claiming strategies.

President Obama’s speech to the nation on Tuesday focused more on health care than retirement benefits—neither was a major discussion point—but there was still plenty of food for...

A DALBAR training program anticipates the best interest contract (BIC) exemption.

Driven both by employer paternalism and pragmatism, financial wellness programs are rapidly expanding among U.S. companies, according to Aon Hewitt. 

On a scale of zero to 150, the score lets people know how well prepared they are for retirement.

A new section for those older than 55 helps them shift into planning mode.

Retirement Clearinghouse will guide participants on consolidating accounts.

Mobile application development figured largely throughout the year.