Products & Services

National retirement plan advisory firm Cafaro Greenleaf has announced a new strategic partnership with InHub, which specializes in digitizing and streamlining the vendor search and RFP process.

Guardian Insurance and Annuity Company is partnering with Brinker Capital Destinations to deliver a new CIT-based qualified default investment alternative to retirement plan clients.

The new "Grow Your Savings" calculator shows the effect of increasing contributions to retirement plans and compound interest on savings.

Top advisers understand the importance of “the experience revolution” that has reshaped the way people shop for all types of goods and services—even defined contribution retirement plans. 

Living firsthand through some seriously tough times for defined benefit plans, many pension plan sponsors are turning to advisers and consultants for help.

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...