Products & Services

The messages will be compliant with FINRA regulations and Lincoln’s own internal broker/dealer controls.

They can also prompt participants to make other important improvements to their savings strategies, Voya Financial learned.

The program rounds up debit card purchases and checking account transactions to the nearest dollar and stores the change in employees’ Cookie Jar savings accounts.

The back-office support program provides investment monitoring reports and generates RFPs, among other capabilities.

SSGA Creates Fixed Income Data and Investment Publication, and Northern Trust Selects Diversity-Focused Firms to Offer Investment Insight.

Retirement Plan Manager is aimed at helping advisers serve plans with less than $5 million in assets.

The checklist is included in a guide that offers questions to ask and items to consider.

Monthly expenses are their second concern, The Standard found in a survey.

Fiduciary Tool Added to Broadridge Analytic Solution; SS&C Technologies Adds ERS Managed Account Solution to Recordkeeping Platform; BlackRock Launches Multiple ESG Funds and Tools; and more.

The solution uses new digital technology to help employees assess their individual financial wellness needs.

Not only does the solution help prevent 401(k) loan defaults when a participant experiences an involuntary job loss, it now covers voluntary job changes.

According to Brian Donohue, with October Three Consulting, the master strategy to get to full-funding-but-no-surplus on termination is to reduce plan risk by gradually changing the plan’s asset...

“We are committed to bringing America’s workers solutions designed to help them gain confidence and take action to efficiently prepare for health care expenses in retirement,” says John...

Through this expansion, SEI’s BusinessWise program will deliver enhanced financial planning tool to help advisers make actionable plans for individual clients.

The report also found a decline in future rates of mortality improvement. 

TIAA is helping its plan sponsor clients create their own National Retirement Security Week campaigns with ready-to-use content, while Mutual of America is conducting on-site group presentations.

Debt is getting in the way of saving for retirement, and many want help with investing, preferring to work with an adviser in person, a survey found.

The aim is to meet employees’ growing calls for personalized and holistic financial wellness guidance.

PGIM Rolls Out First of Set of ETF Expansion; Invesco Acquires MassMutual Asset Management Affiliate; and Horace Mann and SWBC to Offer Investment Solutions for Educators.

The system analyzes emails, notes and text messages to predict client needs.