Products & Services

Aspire Financial Services launched an enhanced 403(b) enrollment and client service portal.

The Guardian Life Insurance Company of America says more than eight in 10 (81%) of its financial representatives regularly engage with clients  and prospects on social media channels.

Redtail Technology and Morningstar have partnered to integrate proprietary investment research and portfolio analytics within new client relationship management (CRM) software tools for advisers.

John Hancock Retirement Plan Services (RPS) released a new website and online tool set that helps advisers simplify 401(k) plan management.

The Guardian Insurance & Annuity Company, Inc. (GIAC) added 21 investment options to The Guardian Choice and The Guardian Advantage group retirement plan products.

Software developer NextCapital Group says it is building digital portfolio management and advice delivery tools that have the potential to reshape the defined contribution (DC) retirement plan industry.

Pentegra Retirement Services introduced the “Pentegra SmartPath,” a new brochure that details recommended progressive 401(k) plan design best practices.

Unified Trust Company has partnered with Castle Rock Innovations to implement the AXIS Retirement Analytics Platform for plan cost and performance benchmarking purposes.

Thomson Reuters launched a suite of indices to measure the performance of European companies with superior ratings for environmental, social and corporate governance (ESG) practices.

Safe harbor 401(k) plans require an initial plan year at least three months long, making October 1 the effective deadline for establishing a new safe harbor plan in...

Retirement plan investment adviser Plan Strategies, Inc. (PSI) launched three portfolio allocation offerings.

The Institute for the Fiduciary Standard is recognizing September as a month for renewed focus on fiduciary issues and outreach.

Merrill Edge’s MythBuster, which helps small-business owners navigate retirement plan choices, can be a resource for advisers answering questions about starting a plan.

Lincoln Financial Group’s Retirement Plan Services business enhanced its Ibbotson Insight Series investment lineup available in the Lincoln Director employer-sponsored retirement plan program.

The Total Social Security program, from Senior Market Sales, supplies advisers with the necessary tools and resources to serve growing client demand for Social Security strategies.

Triad Hybrid Solutions, a registered investment advisory firm (RIA) newly created by Triad Advisors, serves fee- and commission-based independent financial advisers.

A new collective investment fund from Alta Trust Company strives to bring an endowment investment philosophy and liquid alternative opportunities to defined contribution retirement plans.

The Social Security Administration has declared this week “National my Social Security Week.”

The ModelTool(k)it from Matrix Financial Solutions helps advisers manage portfolio models of recommended mutual funds and ETFs in 401(k) plans. 

A new target-date fund series will be co-managed by Morningstar Associates and AllianceBernstein, and boasts a diverse cast of managers, including Franklin Templeton and PIMCO.