Products

A partnership is designed for employees who want to make charitable giving a part of their long-term financial plan.

HealthSavings Administrators launches HSA with Franklin Templeton funds; Natixis ESG TDF on the horizon; Wilshire Associates rolls out equity hedge fund index; and more.

Looking deeply at DC plan participant behavior may reveal red flags for which employees need help.

The pullback of the IRS determination letter program calls for a new approach to maintain tax-qualification of retirement plan documents, Groom says.

Nuveen launches investment trust portfolio, and Wilshire Associates releases ESG-weighted index.

Milestone Group’s pControl will initially administer the automated allocation of daily cash flows and rebalancing of complex portfolios for SEI’s Institutional Group.

The five new index funds include the first passively managed funds that would be managed by the firm.

Gusto’s small business customers will be able to provide personalized, tax-advantaged college savings plans to their employees.

The new solution aims to cut costs and reduce compliance risks by integrating the creation, delivery and management of multimedia communication materials through one platform.

The custom solution offers plan sponsors and their auditors an alternative solution with greater transparency than similarly available benchmarks in the market, the firm says.

DTCC’s Retirement Plan Reporting solution provides increased transparency for fee disclosure compliance requirements.

Pantheon targets DC plans for private equity strategies; John Hancock overhauls TDF suite; Vanguard lowers expense ratios on 21 fund shares; and more.

The booklets deliver simple explanations of these programs, recent changes, and cost and benefit amounts for 2017.

Liveoak Technologies helps retirement plan clients input necessary information from multiple contributors in a simplified process. 

Principal created the Hispanic Market Program to provide specialized retirement education for employers with large Hispanic workforces.

DC plan participants are first put into a TDF, then upon certain triggers, moved to a managed account.

The integrated advice and recordkeeping service now offers three plans which combine digital services with access to CFP professionals.

The firm added engagement specialists to its team, partnered with Morningstar for advice, and added a suite of educational materials for participants.

Liz Davidson, founder and CEO of Financial Finesse, says there is a need for an established set of standards.

Through the interactive interface, plan sponsors can visualize how modifying certain plan design features may enhance participants’ retirement readiness as part of their overall financial wellness.