Products & Services

The Retirement Advantage Inc. (TRA) has introduced a series of plan design solutions aimed at helping employers in various industries boost their employees’ retirement readiness.

LPL Financial LLC is expanding its Worksite Financial Solutions platform to include workshops and webcasts developed and delivered by Financial Finesse’s team of financial planners.

Nationwide announced enhanced retirement plan services to help advisers be more efficient.

TIAA-CREF launched the TIAA-CREF Lifecycle 2060 and Lifecycle Index 2060 Funds, as well as the TIAA-CREF Emerging Markets Debt Fund.

Advisers could serve an untapped market with a new group benefit from the Principal Financial Group that offers income protection for part-time employees.

The Center for Retirement Research (CRR) at Boston College has released a booklet explaining ways retirement savers can use home equity to achieve additional income in retirement.

Charles Schwab announced the addition of more than 60 exchange-traded funds (ETFs) to the Schwab ETF OneSource platform, bringing the total to about 180 ETFs.

Benefit Plans Plus (BPP) LLC has released a new mobile application (app) designed to support retirement plan advisers and 401(k) wholesalers.

Morningstar Inc. introduced the industry's first strategic beta exchange-traded product (ETP) classification system, to help investors better identify, compare and analyze strategic beta investment products.

As software, applications (apps) and technological devices continue to evolve, they will effectively support rather than replace retirement plan advisers.

Beaumont Capital Management (BCM), provider of quantitative ETF-based investment portfolios, launched the new strategies on the ASSETMark platform.

A new white paper from consulting and communication solutions firm ShoeFitts Marketing helps financial advisers establish and adhere to key social media best practices.

BlackRock shuttered several funds in its exchange-traded fund (ETF) line, including 10 target-date ETFs.

TIAA-CREF launched PlanFocus, a new website for retirement plan sponsors.

Exchange-traded fund (ETF) investment strategist iSectors LLC says its Post-MPT Growth Allocation product is now available as a collective investment fund (CIF) for tax-qualified, employer-sponsored defined contribution (DC)...

National broker/dealer Securities America has partnered with Medicare BackOffice to deliver licensed Medicare advice to individuals within the retirement planning context.

The retirement and benefit consulting firm USI Consulting Group has begun offering retirement planning and consulting services that include guaranteed lifetime income solutions for defined contribution (DC) plan...

Invesco PowerShares Capital Management, LLC listed the PowerShares LadderRite 0-5 Year Corporate Bond Portfolio (LDRI) on the NASDAQ.

Redtail Technology and Finance Logix have partnered to integrate new analytical tools to support individualized client financial planning within the Redtail CRM system.

DALBAR Inc., which provides evaluation and accreditation of retirement plan service providers, has rendered a positive opinion on the methodologies used by the AXIS Retirement Analytics Platform.