Products

Last year, The SPARK Institute formed a Data Security Oversight Board (DSOB), comprised of both recordkeepers and members of the plan adviser community.

Lively, Inc. introduced investment capabilities through an integration with TD Ameritrade Institutional’s Self-Directed Plan Services platform.

The upgraded fee checker tool by America’s Best 401k allows participants to lookup plans by business name to compare fees.

The new business-development capability allows advisers to illustrate how certain changes could benefit a prospective client’s portfolio.

With the determination letter program gone, Wagner Law Group is helping plan sponsors remain compliant with the IRS.

The partnership will focus on sustainable investing.

The program’s open-architecture design offers access to hundreds of best-in-class mutual fund families. 

The firm will provide 3(21) and 3(28) services through a tech-focused solution.

The firm has launched a prospect portal and now offers a depository for financial, legal and personal documents.

The firm is taking a tech-first and mobile-ready approach toward helping employers roll out student loan refinancing as a benefit option for employees.

Participants in retirement plans served by Lincoln Financial can now get retirement information on the Apple Watch.

In addition, advisers can use the PensionSmart Analysis tool for prospecting DB plan clients.

The campaign aims to engage employees in a discussion about their overall financial decision-making, with an emphasis on their retirement savings decisions.

Goldman Sachs Launches new ETF; Betterment Rolls Out Smart Beta Portfolio; and GRP Partners With Envestnet to Launch CIT Suite.

The program enables employers to make after-tax contributions towards participants’ loans.

Advisers can also use the platform to move clients from a fully-automated solution to a more collaborative arrangement as needs evolve.

Aimed at asset managers and advisers, the first in the “In the Know” brief series covers Dodd-Frank, the Financial Choice Act and more.

The firm hopes its relaunched gender and cultural diversity programs aimed at attracting and retaining people from more walks of life to the advisory industry can help to...

A new publication from Research and Markets offers a highly detailed overview of what it takes to meet the many technical requirements of ERISA. 

The episode focuses on gearing attention toward the tax-exempt marketplace.