Products

Morgan Stanley builds low-minimum impact portfolio suite; American Century Investments decreases ETF management fee; Sun Life Financial consolidates asset management businesses; and more.

According to the Insured Retirement Institute, systematic withdrawal strategies, whether a simple “x%” rule or based on a more sophisticated stochastic analysis of the probability that assets will...

LGIMA builds ESG strategy for DC plans; Russell Investments announces tax-managed fund for long-term investors; and FTSE Russell Introduces Preliminary Report of Indexes' Reconstitutions.  

For employers, BrightPlan provides an assessment of the state of financial wellness across their employee base and identifies ongoing opportunities to help employees increase their financial acumen.

Vitality clients will purchase SmartDollar and roll it out to their employees as a free financial wellness benefit.

FlexPrecision is low-cost and simplifies operations while providing access to well-known investment funds with LeafHouse 3(38) fiduciary investment manager protection.

The firm says plan sponsors in the smaller end of the market are underserved, and believes the expansion will lead to better fiduciary options and resources. 

The products are designed to meet the demand for multifactor strategies in retirement plans by offering investors access to investment approaches that Hartford Funds offers only through exchange-traded...

Fidelity investments is announcing a 14% price reduction on its target-date funds (TDFs), resulting in most of those funds having lower expense ratios than comparable Vanguard index target-date...

Among other things, the Cybersecurity Risk Management Program, in consultation with the plan sponsor and fiduciaries, includes the development of a prudent process for cybersecurity management including policies...

CensiblyYours designates a 3(38) investment adviser to assist plan sponsors and offers participants access to the financial education platform Edukate.

The firm is anticipating passage of the SECURE Act, which offers an annuity selection safe harbor for defined contribution (DC) plan sponsors.

Allianz Global adds PFaroe for DB plan investment reporting, and Morningstar acquisition expands fixed-income analysis. 

The offer is being made to participants in a small number of plans in which the plan sponsor has decided to no longer allow contributions to the EQUI-VEST...

American Century to offer ETFs with ActiveShares methodology, and Morningstar reveals global suite of bond indexes.

The program is available to employers through Tuition.io, which provides two levels of support for student loan indebtedness.

My Learning Center suggests a curriculum and pairs it with plan level data to create key recommended actions to drive engagement and encourage financial fitness and retirement readiness...

“This title lays out the benefits of 457(b) plans and their pitfalls, and provides a convenient tool to research questions that will arise in plan design or administration,”...

The firm says it offers features often reserved for large plans, such as fiduciary support and interactive, digital tools.

TD Ameritrade Expands Commission-Free ETF Trading Program, and Federated Investors Acquires Several PCA Equity Funds.