Products & Services

The EZ K Plan from Revzon Consulting Group is a full- service, one-stop 401(k) plan package that lets registered investment advisers meet the needs of small-company clients.

Blue Prairie Group is partnering with the Plan Sponsor Council of America to provide an online fiduciary training program for clients impacted by the Employee Retirement Income Security...

Vanguard has announced a new tool, My Plan Manager, designed to make retirement plan sponsors’ plan data more accessible and actionable so they can help participants reach retirement...

ERISApedia.com has begun publishing the Fiduciary Responsibility eSource, a publication which provides guidance for 401(k) and 403(b) plan advisers and sponsors.

Advisers are aging—and few have a succession plan, or even a grip on how to sell, merge or add to their practice, say the creators of RIA Match...

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.