Products & Services

Formerly known as the DC Advisory Program, the retirement plan consulting business of UBS Wealth Management Americas has been renamed UBS Retirement Plan Consulting Services.

Prudential Group Insurance, a business of Prudential Financial introduced a tool that allows employers to measure the financial wellness of their workers.

New York Life Retirement Plan Services added new transaction functionalities to its mobile application for retirement plan participants.

Destel-Bergen Corporation is merging its retirement plan administrative services practice into DWC.

Retirement plan administrator Fifth Third Bank announced the availability of Dave Ramsey's new SmartDollar financial wellness program for its clients' retirement plan participants.

To help plan sponsors with fiduciary duties and day-to-day administrative tasks, BB&T Retirement and Institutional Services has created 3(16) Alliance Services.

Northern Trust has enhanced its services for defined contribution sponsors and advisers to help them more efficiently manage their custom target-date funds.

Updated training and networking capabilities offered through Social Security Timing, the Social Security software, help advisers sharpen their expertise in creating retirement income strategies for clients.

Charles Schwab launched an automated investment advisory service, Schwab Intelligent Portfolios, aimed at simplifying client portfolio maintenance.

Sibson Consulting has created a DC Plan Scorecard that provides a framework for reviewing all aspects of defined contribution (DC) plans.

An expanded advisory practice management program from OneAmerica offers strategies in areas such as sales and marketing, branding, human resources (HR), client services and operations.

New software from The E‐Valuator LLC provides Web‐based investment management support to mitigate fiduciary liability through customizable risk tolerance and reporting settings.

Content in the myStockOptions.com Tax Center provides insights into the prevention of tax return mistakes for equity compensation plans.

An evaluation tool created by NARPP can be used to measure the impact of education programs and initiatives.

RS Investments has created two long/short alternative mutual funds: the RS Focused Opportunity Fund and the RS Focused Growth Opportunity Fund.

A new fund series from Vanguard features an estimated expense ratio of 10 basis points and will be offered to institutional investors meeting a $100 million initial investment...

A new program from Fidelity seeks to bring one of the most popular features of 401(k) accounts to individual retirement investors, in the form of a matching contribution.

A new investment research tool from Aon Hewitt provides “insightful and transparent” ratings of thousands of investment products, based on eVestment data and analytics.

LGIMA has hired Mark Toomey, senior client portfolio manager, to assist with its expansion.

Fidelity Institutional announced plans to align its clearing and custody units, while the wider firm will establish a new technology group to create digital solutions across the Fidelity...