Products

Fidelity Drops Pricing on 27 Index Mutual Funds and ETFs; Lindner Capital Advisors Announces Fee Structure for New 401(k)s

From an attribute standpoint, Bob Ward, chief revenue officer for Vertical Management Systems, says ETFs make “all the sense in the world” for use in DC plans.

The toolkit promotes and addresses the varied components of wellbeing, including physical health, emotional balance, financial stability and strong social bonds.

American Century Investments redesigns and renames large cap equity fund; Wilshire Associates Incorporated announces the launch of the Wilshire Bond Index.

The program covers a wide range of personal finance issues, such as debt and credit scores.

Bright Choices helps employers save money on their health care costs by setting predictable budgets—while allowing employees to personalize their benefits package with a selection of health, dental,...

Alongside the introduction of three new funds, Fidelity has unveiled an “institutional premium” share class.    

The private-label HSA investment platform is being offered to banks and credit unions.

The money “checkup” tool asks people about their goals and reveals where they need help.

Retirement and health plan participants will access a personalized, interactive experience designed to support their specific health-, wealth-, and career-related goals, available from any mobile device or computer.

The efforts include a redesigned website, growing social media presence, a new print and digital advertising campaign and ongoing sports marketing initiatives.

The Small Market Solution also features enrollment in Worksite Financial Solutions.

The tools are aimed at lowering health benefit costs for employers and improving the quality of benefits for employees.

The hope is that this will reduce 401(k) hardship loans.

Vanguard modifies advisory arrangement for Explorer Value Fund; FTSE Russell unveils Green Revenues model; Franklin Templeton Investments introduces LibertyShares strategic beta ETFs; and more.

A series of whitepapers address concerns for small and mid-size employers.

Participants in state and local government retirement plans can use text to receive account updates and have more options for contacting the plan provider.

The company seeks to help employees pay bills and save for emergencies with a new integrated service.

An enhanced mobile app and “advanced biometric account access” are among the new features being touted by Schwab Stock Plan Services. 

“The index helps plan sponsors determine where and when it is good to take liquidity risk,” says Thierry Adant, with Willis Towers Watson.