Products & Services

The QDIA Blue Book from Thornburg Investment Management helps advisers analyze qualified default investment alternatives.

Wilshire Associates announced the launch of the “Powered by Wilshire” solution, allowing investment advisers and managers to merge their own index methodology with Wilshire’s index calculation engine and...

A new paper from the Defined Contribution Institutional Investment Association outlines best practices for promoting retirement readiness in the defined contribution plan context. 

BB&T Retirement and Institutional Services launched a new rollover servicing platform to expand distribution and rollover services for retirement plan participants.

The new Multi-Strategy Income Fund from Russell Investments seeks to balance the need for generating income today with the need to generate sustainable future income.

The Defined Contribution Real Estate Council (DCREC) launched a podcast series aimed at educating plan sponsors and advisers about the potential benefits and risks of using commercial real...

Transamerica Retirement Solutions has adopted RiskFirst’s real-time analytics and reporting platform, PFaroe, for use in coordination with plan sponsor clients and its advisory partners.

Penbridge Advisors announced the release of an advanced pension risk transfer (PRT) index charting tool that improves plan sponsor and adviser understanding of annuity buy-out pricing and other...

A new Spanish-language version of the SmartPlan retirement educational program purports to be the first solution of its kind tailored specifically to the Spanish-speaking community.

A product released by Natixis Global Asset Management addresses individual investors’ worries about the costs associated with living longer.

SEI Institutional Group announced the launch of two institutional funds created to align with the investment directives set forth by the United States Conference of Catholic Bishops (USCCB).

ShareBuilder 401k, a specialist in low-cost retirement plans built on exchange-traded funds, is waiving new plan setup fees from May 4 through May 17.

Morningstar says it has launched one of the first market-monitoring applications (apps) for use on the Apple Watch.

More advisers will partner or find a way to leverage robo technology in their plan business, and the technology can be an efficient way to scale advice.

PlanQuest's team of retirement plan specialists works with clients to customize and deliver consulting services that address their needs and plan goals.

Financial software and platform provider Sapiens International Corporation introduced improved eligibility and enrollment capabilities within its defined contribution recordkeeping platform.

Strategic Insight announced enhancements to its U.S. investment research content for 2015, including the launch of a dedicated liquid alternatives research practice area.

A new guidebook for advisers and clients aids in managing the money of a loved one with dementia.

A consumer engagement and onboarding solution pairs with an integrated platform to help registered investment advisers (RIAs) expand assets under management.

An integrated platform supports advisers with a communication tool, providing them with more free time to work with clients.