Products

Both calendars track vital compliance deadlines for plan sponsors and can be viewed via interactive webpages, apps and PDFs.

LGIMA launches Scientific Beta funds for retirement plans; MFS launches 2060 TDF; and more.

Icon has been designed for independent contractors and ‘gig workers,’ people who work for an employer that doesn’t offer a plan, as well as employers who don’t offer...

T. Rowe Price expands 401(k) brokerage services with Charles Schwab; USAA launches R6 retirement share classes; T. Rowe Price introduces Total Return Fund; and more.

Because plan establishment occurs on the web, employers and employees pay no set-up fees.

BlackRock updates Lifepath TDFs, and SSGA to introduce proprietary indexes to replace terminated Russell indexes.

The financial wellness tool offers tips to users based on their retirement savings “persona.”

A new solution helps employees view the HSA more like a retirement account for their health.

The WTIA's partnership with Empower Retirement enables employers to offload virtually all administrative tasks.

Charles Schwab Updates CTF Prices; Northern Trust Asset Management Strengthens Liquidity Solutions Team.

The firm has expanded its deferred income annuity product offering by making it available as a qualified longevity annuity contract.

The “Fiduciary Advantage” platform enhances plan sponsor/plan adviser relationships through fiduciary protection, support and more.

Topics discussed include how often plan sponsors should review their third-party fiduciaries.

A clean dashboard design gives savers an overview of their current account balance, recent transactions, investments and contribution rate.

A “Safe Harbor 101” handbook explains when a safe harbor 401(k) is needed and how they function.

The consulting firm has licensed with InHub, creator of a web-based request for proposals process.

Public-sector defined contribution retirement plans can benchmark themselves against similar plans based on plan type, plan demographics, plan design and features, services, investments, governance, and fees.

The participant website has a new retirement readiness tool which is featured as participants log-in.

The financial-services firm has released a fee-policy statement designed to help plan sponsors and their advisers evaluate fees surrounding retirement plans.

The company will help individuals with their 403(b), 401(a) and/or 457(b) plans.