Products

Feb 03, 2012 -- EPIC Advisors Inc. (EPIC) chose Castle Rock Innovations’ (CRI) AXIS Retirement platform to provide compliance with the Department of Labor’s 408(b)(2) fee disclosure requirements.  

Feb 02, 2012 -- Prudential Retirement is offering J.P. Morgan SmartRetirement Target-Date Strategies and Fidelity VIP (Variable Insurance Product) Freedom Funds in its lineup of target-date funds with a guaranteed lifetime income component.  

Feb 02, 2012 --  Fee disclosure regulations, in-plan guarantees, target-date strategies and retirement planning optimism will significantly impact the retirement plans industry in 2012, predicts Chuck Cornelio, president of Lincoln’s Retirement Plan Services. 

Feb 01, 2012 -- Independent registered investment advisers (RIAs) have access to a series of new technology assessment tools, educational content and coaching programs from TD Ameritrade Institutional.

Feb 01, 2012 -- The 403(b) Transparency Taskforce launched the 403(b) Model Disclosure Form—transparency standards for disclosure of fees and services in the public school 403(b) marketplace. 

January 31, 2012 -- A white paper called “The Savings Crisis of Working Americans: The Retirement Industry Call to Action” is available from the Legg Mason Retirement Advisory Council (LMRAC).

January 31, 2012 -- Under new Department of Labor rules, retirement plan sponsors must provide fee disclosures to participants by May 31, 2012.

January 31, 2012 -- Allianz Life Insurance Company of North America (Allianz Life) launched the Allianz 365i Annuity and Income Maximizer Rider.

January 31, 2012 -- MassMutual's Retirement Services Division announced a topic lineup for its RetireSmart interactive participant education series for 2012.

January 31, 2012 -- Bennett Group Financial Services (BGFS) launched four mutual funds consisting of A shares available through financial professionals, banks, brokerages and insurance companies for their clients.