Products

The new platform helps minimize investment fiduciary risk and increases efficiency for retirement plan sponsors and advisers who work in the small plan market.

Envestnet Retirement Solutions is providing fiduciary support for the selection of investment options.

Delegated investment management can materially benefit pension plans looking to add to their investment decision-making capabilities, the firm says.

Designed for long-term investors, the proprietary investment models analyze “a multitude of fundamental metrics drawn primarily from company financial statements.”

A new strategic partnership including Vertical Management Systems, Envestnet and United Retirement Plan Consultants will help deliver flexible fiduciary 3(21) and 3(38) outsourcing solutions.

iVEZT LLC and Legg Mason have launched the EZ IRA retirement savings platform for small businesses.

Wilshire Associates Inc. announced the launch of Wilshire Omnia, ‘a single-platform, fully integrated solution that delivers comprehensive portfolio risk analysis, attribution and performance measurement across markets and asset...

Lincoln Financial Group has launched a video interview series about women and personal finance.

Data collection is underway for the new benchmarking service, with rollout aimed for summer 2016. 

A new service from Millennium Trust helps employees search for and process old retirement account dollars that may have been rolled into an IRA. 

In addition to its mobile enrollment experience, iJoin offers simple education and messaging to engage participants.

Retirement plan sponsors can use the new RFP tool to score responses they receive during the formal search for a new adviser. 

LMCG Investments adds to small-cap offerings; Voya Financial expands access to its target-date mutual fund series; Fringe Benefits Design partners with Redhawk Wealth Advisors for ERISA fiduciary services.

The brief includes things employers should watch for in the coming months.

A quality retirement plan can help companies retain top talent and attract highly skilled new employees to offset the talent loss that comes with an aging workforce.

Principal Financial Group's new product helps plan sponsors manage ESOP repurchase liability.

The enhancements include a broader array of investment options.

John Hancock Investments adds three retirement portfolios to TDF suite; RMB Capital adds to investment expertise; American Funds debuts Active Scorecard fund screening tool.

Verisight, DailyAccess and The Newport group are coming together as a single brand.

The partnership will give DC plan sponsors and their advisers a better way to avoid conflicts of interest, manage plan costs and enhance participant services.