Products

The addition of the two funds expands the ShareBuilder 401k roster for the first time in more than a decade from 20 ETFs to 22 ETFs. 

Using cost-effective digital platforms, a new generation of retirement plan providers strives to offer big-plan service to sponsors of small plans and those without a plan.

The exchange is primarily geared toward small and midsized businesses and will be available solely through UBS Financial Advisors.

Vanguard adds active equity funds to Personal Advisor Services solution, and John Hancock introduces mortgage-backed securities ETF.

The growing trend toward personalization in retirement accounts motivated the partnership between the two firms, Todd Lacey, with Stadion, tells PLANSPONSOR.

Natixis Investment Managers combines businesses to single division; Morningstar Retirement Manager to support Allianz Life annuity products; and DriveWealth teams up with HSA provider.

The interactive tool comes after an annual survey of 401(k) participants found workers want more help saving and planning for retirement.

The product offers protection of assets from claims of fiduciary breach and cyber liability coverage.

RRAs are a way for employers to provide employees with tax-free money to help them pay for Medicare premiums and other qualified medical expenses incurred during retirement.

Hartford Funds builds ESG-focused ETF; MSCI acquires RCA; and Wilshire releases systematic cross premia index.

The new solution provides a complete valuation, testing and proposal system.

It includes all the features available through the new participant website, plus push notifications, such as alerting participants when a new contribution is posted to their account.

The FORT tool helps plan sponsors understand what fiduciary responsibilities they retain when they delegate some duties to an adviser or service provider.

OneDigital Complete Retirement Solution is meant to bring institutional-quality services to plan participants working at small businesses.

Vanguard to launch two active funds, reopen Wellington fund; As You Sow issues corporate 401(k) sustainability scorecard; MIM broadens investor access to public fixed income strategies; and more.

The KFC Foundation’s collaboration with a fintech provider uses technology, gamification and matching contributions to help KFC employees achieve at least $500 in short-term savings.

Lincoln Financial Group offers in-plan guaranteed income option and Allianz Life launches in-plan income and annuity solution.

The recommendations build upon recently issued DOL guidance.

CAPTRUST selected as investment adviser for Alegeus' HSA solution and Cabana launches new ETF suite with Exchange Traded Concepts.

MFS makes changes to CIT line and Diligend and eVestment partner on data exchange platform.