Products

An Alegeus mobile-first Smart HSA app is on course to deliver an intuitive, personalized, and self-guided account experience for health savings account (HSA) participants.

Current Unified Trust plan participants can see their rollover options, as well as a breakdown of benefits, fees, and service models.

“These definitions provide a level platform for vendor evaluation as it relates to cyber security breach and fraud,” says Rasch Cousineau, a senior consultant with the Hyas Group.

The new index can be used as the foundation for a wide range of custom solutions based on attributes, including credit quality, state, municipal sector classification and maturity.

AdvisorConnect is a support network of plan sponsor-approved, registered financial professionals who specialize in the public-sector retirement space, and one of its key components is the My Financial...

Eaton Vance changes investment objectives and policies of funds; Transamerica launches fifth managed risk ETF; HB&T and Nottingham Advisors launch ESG CIFs; and more. 

The new digital platform includes a personalized experience and improved investment services, among other things.

GSAM announces first actively managed ETF; Lyxor Americas launches hedge fund program for institutional investors; Sanctuary adds solutions division platform and members; and more.

MassMutual cites data from Aite Group showing usage of HSAs is projected to outpace other financial accounts for health care, such as HRAs and FSAs.

The program features a financial fitness assessment and score, personalized curriculum based upon needs and preferences, game mechanics, and one-on-one support from an internal team of retirement consultants.

Participants in plans serviced by John Hancock can hear their account and loan balances, fund allocations, personal rates of return, contact information for the plan, and more.

“The whole world runs on smartphones,” says Alex Cyriac, co-founder and CEO of Lively.

Both active annuitants and deferred annuitants can go to MassMutual’s website to access information about their annuity, as well as update their records, among other things.

Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and MainStay moves target-date funds to other asset allocation...

The new solutions will help employees manage student loan debt, navigate job changes, access financial coaching and develop a personalized financial roadmap.

While the service is offered as a package, plan sponsors will be able to choose select solutions for their needs.

Empower Retirement says its new student loan repayment solution can help individuals take action to achieve better financial security through smarter debt management.

New features include a simplified enrollment process and ability to set automatic contribution increases.

WisdomTree Restructures European and Japan Equity Funds; SSGA Launches Sector Rotation SPDR ETFs; Vanguard Files SEC Registration for Commodity Strategy Fund; and more.

The enhancements are designed to offer a streamlined participant experience and resources to support smarter spending and saving decisions.