Products

Steidle Pension Solutions’ comprehensive services include testing, calculations, plan valuation, document services, actuary certification, Form 5500 preparation, and more.

The report discusses the power of compounding, finding extra dollars to save, saving for college and retirement and managing debt, and provides asset allocation guidance.

The new service by Clear Disclosure Partners is used by TPAs, recordkeepers, and retirement plan consultants to assist plan sponsor clients in monitoring the ongoing regulatory disclosure information...

Principal Financial Group launches the Principal Guaranteed Option, while Charles Schwab introduces subscription pricing for robo-advice. 

Travis Symoniak, Securian Financial’s manager of group insurance enrollment solutions, says more employers are offering voluntary benefits to help improve their employees’ financial security; however, enrollment can often...

The new offering will have three menus—core menu, core plus and expanded menu—and depending on the demographics and investment acumen of participants, plan sponsors can choose the best...

A new calculator from Millennium Trust, the Automatic Rollover Savings Calculator, allows plan sponsors to see their potential cost savings by automatically rolling over participant account balances of...

According to Lori Dickerson Fouché, with TIAA, “The enhanced Retirement Profile tool shows TIAA annuity customers how the combination of lifetime income—such as fixed and variable annuities, Social...

Schwab Adds Conestoga Fund to Mutual Fund List; GSAM Acquires Standard & Poor's Investment Advisory Services; and Firm Offers FDIC-Insured Alternative to Stable Value Funds.

LT Trust's new website will serve as a 401(k) resource center to employers sponsoring 401(k) plans and to their employees.

MapMyFinances replaces MapMyBenefits and creates a to-do list of simple, actionable steps to help employees reach their financial goals.

The new publication is authored by industry expert S. Derrin Watson, J.D.

ProShares Launches ETF for Growing Pet Care Firms; HB&T Reveals Upcoming Sequence of Collective Investment Funds; and Salt Financial Files Registration for ETF That Pays Investors. 

With EvoShare, employees can spend as usual at over 10,000 participating businesses and receive up to 20% cash back toward a 401(k) or 403(b) plan, student loan, and/or...

Vanguard presents active equity ESG fund; Goldman Sachs announces ETF suite focused on innovation; State Street enhances fixed income ETFs; and more.

Colonial Life has partnered with FutureFuel.io, which has different options that a client can select for what best fits its employees and the company.

The firm has partnered with EVERFI so employers can address employees’ student loan and financial wellness needs.

Horace Mann’s traditional agencies will continue to focus on the public education sector, while newly acquired subsidiary BCG will offer qualified and non-qualified solutions for nonprofit/tax-exempt organizations.

The retirement plan provider is offering this program in partnership with Social(k) and LeafHouse Financial.

HB&T creates a collective investment fund with Jensen Investment Management, while Principal and NDW launch a new ETF model portfolio.