Products & Services

The retirement plans division of Ameritas Life Insurance Corp. announced the launch of Ameritas GPS, a “fully transparent mutual-fund based retirement platform.”

The Retirement Resource Desk from IFP Plan Advisers will provide specialist support in the areas of advisory practice management, reporting and business development. 

Users of the web-based retirement planning platform RetireUp are now able to model and illustrate fixed-income annuities from Allianz Life Insurance Company directly within client retirement income models. 

Pershing LLC announced the addition of two new recordkeepers as part of the continued expansion and enhancement of its Retirement Plan Network.

Retirement plan advisers can assist plan sponsors in boosting awareness of the Saver’s Credit.

The Social Security guide and 2016 Medicare booklet can help with retirement planning.

Money Intel announced the launch of a 401(k) platform specifically designed for small- and medium-sized businesses and their employees.

A new managed account approach from Stadion Money Management reflects some key changes in industry thinking adopted since the Pension Protection Act popularized aggressive use of the QDIA....

DC plan sponsors need to be educated to overcome myths and fears about including guaranteed income options in their plans.

Rocaton and Penbridge Partner for pension de-risking services, while Ascensus announces new adviser website capabilities. 

Far and away the most financially stressed generation of U.S. investors, Gen X is clearly a good target for advice. 

The firm has launched a redesigned Workplace Retirement site.

Plan Review allows advisers to use demographics to target education opportunities.

S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds; and Beaumont Capital reveals a defensive TDF alternative.

Target-date funds and other QDIAs are often thought of as set-it and forget-it investments, but new data from J.P. Morgan Asset Management highlights the need for ongoing guidance...

The company will generate a change file and send it to payroll providers without the plan sponsor having to get involved.

Betterment for Business already confirmed it would be launching an integrated 401(k) advice and recordkeeping platform back in 2015, but now the service is officially available to employers. 

Putnam reveals ‘Maneuver in Markets’ program for advisers; Vanguard reopens money market fund ahead of SEC changes; Wells Fargo offers enhanced pension metrics reporting.

PLANADVISER announced today the winners of the second annual Advisers Choice Awards, to be handed out at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 31. 

Managing director of AB’s alternatives and multi-asset arm offers helpful reminders amid rocky markets—most notably, that volatility is normal and actually a key source of opportunity.