Products & Services

Outdated withdrawal strategies and risks retirees face create a need for the use of products and solutions that guarantee income, according to the 2019 Insured Retirement Institute (IRI)...

Fidelity presents new model portfolios; LGIMA builds ESG strategy for DC plans; and Russell Investments announces tax-managed fund for long-term investors. 

The company is planning to improve the tool with personalized recommendations, investment insights and spending analysis. 

Vitality, a provider of health and wellness solutions for employer groups, health plans and insurers around the globe, is making SmartDollar available to all of its clients as...

Nearly all of those responding to a new Schwab survey say they would feel confident about making the right financial decisions with professional help, yet only half feel...

The advantages of working with FlexPrecision allow financial advisers to concentrate on market opportunities and to cultivate new business.

The firm has worked with larger organizations for the past four decades, but credits the expansion towards a need for more fiduciary resources in the smaller business market.   

They see them as a way to offload day-to-day asset management oversight so they can strengthen customer relationships. 

intellicents builds active management feature to adviser platform and Hartford Funds releases multifactor mutual funds. 

Yet, it’s important to first gauge employees’ interest in such programs, a Willis Towers Watson expert says.

With its fee reduction, 21 of the 22 Fidelity Freedom Index Funds will have total net expenses lower than comparable Vanguard index target-date funds, Fidelity says.

The Cybersecurity Risk Management Program develops and manages an ongoing cybersecurity program for retirement plans.

Along with offering five custom target-date proposals, the feature will designate 3(38) investment advisers to assist plan sponsors with their investment fiduciary responsibility. 

“ANNUA is challenging the status quo around retirement savings by helping pioneer lifetime income features within 401(k)/403(b) plans at a time when participants are experiencing insufficient account balances...

The solution from LDIntelligence allows ABG member firms to deploy the iJoin enrollment, engagement, analytics and managed account platform.

Kevin Barry, president of workplace investing for Fidelity, talks recordkeeping industry consolidation and the need for scale.

The integration allows advisers to access client data in their Fi360 Toolkit, according to the firms, with the goal of streamlining business processes and better serving clients’ needs.

The Bipartisan Budget Act of 2018 made it easier for retirement plan participants to access hardship withdrawals without taking loans first; since passage of the law, hardships withdrawals...

Allianz Global adds PFaroe for DB plan investment reporting, and Morningstar acquisition expands fixed-income analysis.

For a small number of plans in which the plan sponsor has decided to no longer allow contributions to the EQUI-VEST variable annuity and to make the AXA...