Products & Services

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...

Hartford Funds says it has entered into a preliminary agreement with Navigate Fund Solutions LLC to support the launch of a new family of NextShares exchange-traded managed funds.

Alliance Benefit Group-Illinois is now providing Dave Ramsey's SmartDollar financial counseling program to 401(k), 403(b) and 457(b) retirement plan participants.

Schwab Intelligent Technologies signed agreements with Orion Advisor Services and Redtail Technology to establish additional technology integrations benefiting registered investment advisers.

A new 403(b)(7) managed account solution launched by Redhawk Wealth Advisers is designed to help financial advisers prospect and service K-12 and higher education retirement plans.

A new retirement income investment option from Voya Financial and AllianceBernstein seeks to deliver a sustainable lifetime income strategy for participants in large 401(k) plans.

Two research studies from Strategic Insight offer guidance to gaining market share in the 529 college savings plan industry.

Greenspring Wealth Management has launched the Target Date (k)larity evaluation tool, aimed at supporting the fiduciary needs of retirement plan sponsors and participants.