Products

A new managed account approach from Stadion Money Management reflects some key changes in industry thinking adopted since the Pension Protection Act popularized aggressive use of the QDIA....

Rocaton and Penbridge Partner for pension de-risking services, while Ascensus announces new adviser website capabilities. 

The firm has launched a redesigned Workplace Retirement site.

Plan Review allows advisers to use demographics to target education opportunities.

S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds; and Beaumont Capital reveals a defensive TDF alternative.

The company will generate a change file and send it to payroll providers without the plan sponsor having to get involved.

Betterment for Business already confirmed it would be launching an integrated 401(k) advice and recordkeeping platform back in 2015, but now the service is officially available to employers. 

Putnam reveals ‘Maneuver in Markets’ program for advisers; Vanguard reopens money market fund ahead of SEC changes; Wells Fargo offers enhanced pension metrics reporting.

PLANADVISER announced today the winners of the second annual Advisers Choice Awards, to be handed out at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 31. 

Pacific Funds has added six new U.S. equity funds to its family of mutual funds.

The Bipartisan Budget Act of 2015 introduced changes to Social Security regulations that limit households’ ability to use certain claiming strategies.

A DALBAR training program anticipates the best interest contract (BIC) exemption.

On a scale of zero to 150, the score lets people know how well prepared they are for retirement.

A new section for those older than 55 helps them shift into planning mode.

Retirement Clearinghouse will guide participants on consolidating accounts.

Vanguard Core Bond Fund will share many characteristics with Vanguard Total Bond Market Index Fund, the company said.

Software developer NextCapital Group finds new support for developing digital portfolio management and advice delivery tools, in the form of Series B financing worth $16 million. 

Updates and improvements have been made across John Hancock Retirement Plan Services’ digital presence. 

Delaware Investments announces intent to acquire Bennett Lawrence Management; Partners Group introduces private markets funds for the defined contribution market; Allianz Global Investors launches dynamic target-date collective investment...

The American Institute for Economic Research has created a new retirement withdrawal calculator.