Products & Services

Advisers who inquire about family obligations assert that they provide more comprehensive service.

MainStay’s Retirement Institute provides resources for advisers to use as they help their plan sponsor clients and prospects navigate the governance landscape.

Hispanic workers born outside of the United States have the lowest retirement plan participation rate of all other workers, but several strategies can help reverse the trend. 

The firm is adding a wave of new features designed to help advisers develop holistic and simplified financial plans for their retiree client base. 

A new online resource provided by ICMA-RC seeks to help savers working for public employers evaluate and realize their long-term financial goals. 

Growfund operates like a 401(k) or a personal foundation, with funds able to be saved or invested and grown over time.

The Tax Center at myStockOptions.com is offering expanded capabilities and education support to help employees and their advisers meet 2017 tax reporting requirements related to stock options. 

DC plan participants need education about how much they will need to fund a 20- to 30-year retirement, and plan sponsors need education about the role of annuities.

HealthSavingsAdministrators Launches HSA Featuring Franklin Templeton Funds; Natixis ESG TDF on the Horizon; Wilshire Associates Rolls Out Equity Hedge Fund Index; and more.

Account balances are not the only gauge of retirement readiness; participant loan, hardship and deferral behavior can identify those not really prepared.

A new survey finds that only 27% of clients have been informed on potential loss in a market crash.

The firms suggest the new arrangement will deliver “powerful risk analytics” directly within an efficient retirement planning solution.

Groom has developed its Document Compliance Service (DCS) for individually designed plans that have current IRS determination letters.

The firms suggest their service integrations will enhance adviser-client conversations. 

Lincoln Financial Group Releases New Annuities; Nuveen Launches Investment Trust Portfolio; Wilshire Associates Releases ESG-Weighted Index; and more.

According to recent research conducted for Everplans by Cerulli Associates, 93% of advisers believe they will retain the assets of heirs when their primary client dies, yet 85%...

The new releases from the firm include Riskalyze Premier, a “next-generation autopilot platform,” and a series of eight Risk Number Models to guide client portfolios. 

Confidence likely has more bearing than actual financial acumen on a worker’s ability to improve his or her financial situation, Mercer concludes from survey findings.

The solution helps OCIOs by leveraging the globally proven pControl multi-asset investment platform and has capabilities spanning front, middle and back office functions.

If a recommendation is given in a careful and controlled manner, but there is no record made, does that mean it is materially less prudent?