Products & Services

One retirement planning industry executive feels TDFs have done a lot for a lot of people, “but it’s time to go from a good idea to a great...

Longevity misconceptions, changing American families and the rise of smartphones are vital factors in burnishing the industry’s image.

It covers service providers, administration, investments and plan governance.

New products and services this week include index crediting strategies from Voya Financial and the uptake of PFaroe by NEPC.

Employers cite several reasons they think employees don’t participate in their 403(b) plans, but it may come down to employees’ inability to save more.

Plan advisers should consider which fiduciary role they want to take.

Education is moving from away from a focus on investment classes and asset allocations to address the deeper, long-term values of saving. 

Relationships, conviction and the right approach (and perhaps a round of golf) are key to getting that referral. 

Executives discuss the key questions advisers should ask plan sponsors every year.

Taking a more holistic view of benefits, coping with the “longevity disconnect” and improving pension risk management were topics for retirement industry experts at PANC 2015.

LPL announced enhancements to the LPL Retirement Partners tool suite. 

A research series helps advisers establish thought leadership.

Retirement industry experts recommend some titles and share their own fall reading lists.

Expanded equity analytics data service from Exchange Data International and new portfolio models from Pershing LLC.

Companies sponsoring defined benefit plans can work with Buck Consultants to map pension risks and strategies in real time.

Participants no longer have to be enrolled in the managed account program to speak with an investment adviser.

The upgraded platform allows 401(k) plan participants to manage their entire financial picture.

An online game challenges advisers to pin down their adviser style.

The recent announcement that Betterment is getting into the 401(k) business prompted a review of solutions for the micro plan market.

Financial planning apps available in the Windows Store give investors a leg up in reaching goals.