App Compares Retirement Health Care Costs
Advisers can use the HealthView Explorer app to spark conversations about health care costs in retirement.
Products
LPL Program Can Cut Vendor Costs
The Vendor Affinity Program aims to provide a pricing advantage for LPL advisers.
Social Media Support from Fidelity Clearing and Custody
New offerings from Fidelity help advisers shape and expand their online presence.
Voya Enhances Participant Website and Enrollment Experience
The myOrangeMoney participant website has been enhanced with retirement savings planning features that address Social Security and health care costs.
Cash Balance Plan Product Seeks Flexibility
A cash balance plan offering from Kravitz strives to deliver greater flexibility in the wake of key regulatory changes.
MassMutual Lets Call Center Reps, Participants Co-Browse
The firm wants to make it easier for participants to interact with their retirement plan websites.
LPL Teams with Dave Ramsey in Financial Wellness Program
LPL has established a relationship with Ramsey Solutions to offer SmartDollar to LPL retirement plan advisers and plan sponsors.
Envestnet Unveils Fund Strategist Network
The ERS Fund Strategist Network from Envestnet gives retirement plan advisers scalable access to intellectual capital from more than 60 institutional managers.
Social Security Strategies Look at Angle for Same-Sex Couples
Prudential’s 2012 “Innovative Strategies to Help Maximize Social Security Benefits” has been updated to address concerns for same-sex couples in the wake of the Supreme Court decision.
External IT Updates Its Platform for Microsoft 365
Compliant-ready features have been implemented into External IT’s office suite solution that integrates with Microsoft Office 365.
Pentegra Unveils Retirement Savings Guidance Tool
Pentegra Participant SmartPath generates recommended retirement savings practices to boost outcomes.
Retirement Plan Analytics Tool Is Updated
Updates to Retirement PlanVision include Morningstar’s fund ratings data.
Measuring Plan Health Can Boost Retirement Readiness
MassMutual publishes book on improving plan outcomes.
Financial Engines Updates Social Security Tool
The Financial Engines Social Security planner will incorporate new data from the Social Security Administration.
SSA Makes Benefit Data Available for Advice Tool
Betterment will use newly available Social Security benefit data in its RetireGuide advice engine.
Bank of America Merrill Lynch Launches Longevity Training
The program for HR and benefit plan professionals helps them understand issues facing all generations in the workforce.
Financial Wellness Firm Rolls Out Voluntary Option
Four Seasons Financial Education has created an employee-paid financial wellness program.
Maine RIA Issues eBook on TDF Best Practices
A new ebook discusses best practices for evaluating and selecting a TDF series for defined contribution plans.
ERISApedia Adds Plan Administration Guidance Forms
The Fiduciary Responsibility eSource on ERISApedia.com has been expanded with new forms that guide retirement plan officials through key administration processes.
FSI Tool Connects Advisers to Congress
The Financial Services Institute wants to help advisers contact the legislators most likely to respond to their appeals.