Products & Services

Incapital and Nuveen Asset Management created an equity unity trust built around Bob Doll’s 2015 market predictions, released January 7.

Plan Administrators Inc. launched the Co-Pilot 401(k) program, aimed at addressing the challenges faced by retirement plan investors and their advice providers.

HighMark Capital Management has selected Clearwater Analytics to provide investment accounting, reporting and data management.

PNC Retirement Solutions released a zero revenue sharing mutual fund platform for defined contribution retirement plans.

A new product expands access to institutionally priced lifetime income for thousands of retirement plan participants.

Chatham Partners announced a new market research platform for asset managers and retirement plan service providers aimed at boosting client service efficiency.

A tool from FinMason aims to help 401(k) investors get a better understanding of their retirement plan investments.

Asset management company Schroders introduced an R6 share class across 10 of its mutual funds and is making adjustments to bolster its presence in the United States.

A new paper from TIAA-CREF outlines a process for evaluating the reasonableness of retirement plan fees.

A new company is providing a new way to benchmark fees paid by retirement plans.

Ongoing fiduciary responsibility and spending money on former employees are two reasons to consider amending a plan to include automated rollovers, Millennium Trust says.

A U.S. Congressman has introduced a bill to encourage small businesses to offer retirement plans for employees.

Target-date funds are the default of choice for many plan sponsors, says Russell Investments, but they aren't a buy-it-and-forget-it solution for sponsors or providers.

An interactive Retirement Wellness Planner from the Principal Financial Group helps users manage, visualize and plan for their retirement savings goals.

Continuing an annual tradition, consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution plans should take over the next year.

QBI, a provider of administration and consulting services for qualified retirement plans, launched a new service providing 3(16) fiduciary support to plan sponsors.

CLS Investments, an investment adviser in Omaha, has upgraded its (k)Star program.

The DCIIA has released a FAQ document about new regulations for qualifying longevity annuity contracts in retirement plans.

The new Gibraltar Ventures organization will explore, develop and invest in new strategies to advance retirement and financial security, according to Prudential.

RiskFirst’s web-based platform, PFaroe, has been integrated with Northern Trust’s global operating platform.