Products

A partnership with Welltok allows employees to set personalized health goals.

Nationwide adds 3(21) fiduciary service from IRON Financial; Delaware Investments rebrands; Trust Company of America launches ETF Custody Advantage; and more.

The firm’s new approach is to perform testing on a quarterly basis.

The solution is an open architecture investment program with intuitive technology that allows for ease of set-up and ongoing management for plan sponsors and participants.

Fidelity Investment’s new assessment will take into account how people are managing their money as well as how they feel about finances.

Features include interactive dashboards that organize member benefits, expense summaries, plan eligibility, claim summaries, and more. 

The 403bCompare website serves as a helpful guide to easily compare up-to-date information across a variety of vendors, investment product options and account management fees.

The Private Equity Index will be integrated into Fidelity National Information Services’ (FIS) Data Exchange portal, a platform for sharing documents and data via advanced data visualizations, analytics...

The updated website offers pertinent videos and a variety of calculators to help assess student loan debt, tax issues and retirement preparedness.

The firm has introduced an index-based managed account and a QDIA that uses both target-date funds and managed accounts.

In an upcoming campaign, the company will share steps women can take to achieve enhanced financial outcomes.

The firm can issue an opinion letter to the plan sponsor or administrator that the plan, as timely amended to comply with IRS changes, continues to remain tax-qualified...

The Empower Health Savings Account will provide plan participants access to a financial-planning solution that integrates retirement savings with health care savings, helping them prepare for health care...

Seyfarth Benefits Consulting features a growing range of services.

Some tools make simple estimates, while others consider more parameters, an analysis finds.

Merit Financial Group has rolled out its “Worksite Financial Wellness Platform.”

The new funds will leverage the research and portfolio management expertise of sub adviser Wellington Management Company.

At an additional cost, the program is also provided to employees and would be tailored to each individual’s goals and objectives.

Just last week, intellicents announced it was adding financial planning to its services menu.

As the law changes, and as plan documents have to be amended, plan sponsors will no longer be able to rely on their existing IRS determination letters.