Participants Need Skilled Support on Decumulation
Advisers can add value for their plan sponsor clients by strategizing the participant account drawdown process.
Products & Services
Guardian Enhances 401(k) Website for Small DC Plans
A retirement planning management system provides education and guidance to positively influence the savings behaviors of plan participants in smaller companies.
ProcessUnity Expands Adviser Support Services
Updated sales and compliance support capabilities from ProcessUnity now link directly with Salesforce.
Goldman Sachs Unveils Retirement Share Class
R6 shares offer retirement investors a lower expense ratio than current institutional share classes from Goldman Sachs Asset Management.
Tech Firm Says Calculators Can Improve Savings
One key to better engagement in the retirement savings effort is improving knowledge about how assets and liabilities accumulate, according to financial technology provider SmartAsset.
Terminated Participants Require Fiduciary Care
ERISA dictates a list of best-interest requirements when managing terminated plan participants.
John Hancock Offers HelloWallet Financial Wellness Program
HelloWallet will become part of the Total Retirement Solutions platform in the fourth quarter.
Deloitte and Penbridge Expand Pension Services Partnership
The firms announced an “expanded array of defined benefit plan services” after nearly a year and a half of partnership on risk transfer services.
Transamerica, Benefits Provider Partner on Multiple Employer Plan Service
The two companies will handle all of the plan administration.
App Compares Retirement Health Care Costs
Advisers can use the HealthView Explorer app to spark conversations about health care costs in retirement.
LPL Program Can Cut Vendor Costs
The Vendor Affinity Program aims to provide a pricing advantage for LPL advisers.
Social Media Support from Fidelity Clearing and Custody
New offerings from Fidelity help advisers shape and expand their online presence.
Voya Enhances Participant Website and Enrollment Experience
The myOrangeMoney participant website has been enhanced with retirement savings planning features that address Social Security and health care costs.
Paying for Financial Wellness
Finding the money for effective financial wellness programs can be tricky.
Financial Wellness Has a Real Dollar Value
Show your clients the value of tackling employees’ money woes.
Cash Balance Plan Product Seeks Flexibility
A cash balance plan offering from Kravitz strives to deliver greater flexibility in the wake of key regulatory changes.
The Need for a Better K-12 403(b) Plan Design
Lack of awareness, pressure by vendors that want to maintain the status quo and limited provider choice are hindering K-12 403(b) plan sponsors from consolidating vendors and improving...
MassMutual Lets Call Center Reps, Participants Co-Browse
The firm wants to make it easier for participants to interact with their retirement plan websites.
LPL Teams with Dave Ramsey in Financial Wellness Program
LPL has established a relationship with Ramsey Solutions to offer SmartDollar to LPL retirement plan advisers and plan sponsors.
Envestnet Unveils Fund Strategist Network
The ERS Fund Strategist Network from Envestnet gives retirement plan advisers scalable access to intellectual capital from more than 60 institutional managers.