Products & Services

Lively HSA owners have requested a mobile app ever since the firm’s launch, says Shobin Uralil, co-founder and COO of Lively.

The company has improved navigation, provided more self-service features and information, and offered mobile access.

Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and...

Among other new capabilities, Prudential is expanding its financial wellness engagement solutions to include a financial coaching service, available via phone and one-way screen share.

They want advisers to handle their investments but also to consult on their decisions.

Named Fidelity Works, the package will also be available to third parties working with these employers, including advisers, employee benefits brokers, banks and certified public accountants (CPAs). 

Shifting attitudes about supporting adult children financially have helped reshape Americans’ thinking about wealth and retirement readiness, according to Ameriprise Financial survey data.

Robert Scheinerman, president, AIG Retirement Services, says smart retirement plan design, access to advisers and passage of pending legislation can help Americans have enough money for a 40-year...

The Empower Retirement solution will be made available to all retirement plan clients—pending sponsor agreement—as well as individual retirement account customers. 

Using retirement readiness measures, advisers have access to an objective guide to help evaluate plan status, and allowing advisers to compare metrics for plans of similar size and...

While some six in 10 advisers describe themselves as social media experts, only about 15% actually demonstrate social media mastery.

Recent research reports suggest average employee tenure in the U.S. has trended downward; retirement industry experts agree this fact should inform plan design discussions and participant-level services.

WisdomTree Restructures European and Japan Equity Funds; SSGA Launches Sector Rotation SPDR ETFs; Vanguard Files SEC Registration for Commodity Strategy...

Defined contribution plan participants and non-participants surveyed by Natixis shared incentives that would encourage them to save or save more for retirement.

While a survey finds the majority of Millennials are investors, the top three reasons some Millennials do not invest are they do not have enough money to do...

Steidle Pension Solutions, LLC (SPS) announced that plan sponsors using SPS administration and actuarial services will pay only $1,200 for full-service administration, and its plan document restatement fee...

Pentegra Millennial SmartPath is a report detailing best practices and strategies for Millennials to help improve retirement readiness and overall financial wellness.

Congratulations once again to all the finalists and winners of this year's PLANSPONSOR Retirement Plan Adviser of the Year Awards. 

Principal Financial Group launches the Principal Guaranteed Option, while Charles Schwab introduces subscription pricing for robo-advice. 

This is true for only 38% of the general population, according to an E*TRADE survey.