Products

Vanguard Innovation Center to Open in 2017; and Morningstar Launches Open Indexes Project with Free Access to Global Equity Indexes.

The digital educational program will be available to all John Hancock Retirement Plan participants and their families. 

SSGA launches new ESG strategies, and Millennium Trust expands Fund Custody Solution.

AccountantsWorld says its new offering in partnership with national retirement plan providers will help more small businesses offer retirement plans to their employees.

Clients of Global Shares' new equity compensation management platform will now be able to work with Fidelity to provide participant servicing and brokerage solutions.

By linking its software directly to PenChecks Trust’s “P3” online benefits processing portal, PensionSoft will enable its clients to access a suite of benefits distribution services.

PNC Retirement Solutions will offer 3(21) and 3(38) investment services.

Plan Management Corporation and CompIntelligence announced a strategic partnership and integration, aimed at delivering a “complete stock plan solution.”

In addition, the firm has added a conversation explaining the value of guaranteed retirement income.

“It is critically important for advisers and sponsors who are affected by the new rule to have a comprehensive, practical, and accessible resource for dealing with the opportunities...

Prudential reduces fees on mutual funds; Beaumont Capital Management releases smart beta series; and Ivy launches NextShares exchange-traded managed funds.

The Institute's first white paper, "Using Decision Styles to Improve Financial Outcomes – Why Every Plan Needs a Retirement Check-Up," examines the two primary styles that people use...

The firm says TPAs and plan design consultants offer invaluable compliance expertise, helping to ensure a variety of unforgiving obligations are met under the Employee Retirement Income Security...

Through seven short videos, 23 women share their real-life experiences and challenges as well as advice about how women can take control of their finances.

The campaign provides online and mobile educational tools and webinars to public employees.

MPI releases Target-Date Radar; Fidelity ETFs see another price reduction; New TDF Index released, and more.

The platform would provide employers with a variety of components such as compliance tools, while offering employees access to an online enrollment system and benefits marketplace.

The DTCC solution supports the exchange of data between insurance carriers and distributors for the on-going reporting of fees, expenses and commissions schedules. 

The online solution will offer a library of podcasts, publications, and other materials covering equity markets debt, unconstrained fixed income, and several other topics affecting institutional investors today.

Franklin Templeton Investments rolls out actively managed ETF suite; AXA launches collective investment trust; BlackRock reducing iShares ETF costs; and more.