Products & Services

Morningstar Inc. has been selected by Charles Schwab to provide global equity analyst research and ratings for independent registered investment advisers (RIAs) that custody with the firm.

Lincoln Financial Group is providing educational materials for plan sponsors to use in connection with National Save for Retirement Week.

The Principal Financial Group has introduced a personalized, at-a-glance retirement wellness scoring system for retirement plan participants.

The recent evolution of target-date funds (TDFs), like other investing programs popular with qualified retirement plan investors, has been a story of falling fees.

The MFEA Star Awards program announced the first winners of the STAR Retirement Awards—a new awards category covering the retirement plan services marketplace.

Michael Woomer is among the chorus of retirement plan professionals telling plan sponsors that managing fiduciary risk is about having processes in place.

Securian Financial group has unleashed a campaign called BOLD, for “Business Owner Life-stage Design,” that helps advisers address and plan for the many financial needs of small business...

ADP Retirement Services is providing plan sponsors with a self-directed brokerage account (SDBA) option they can offer to their plan...

Sage Advisory Services and July Business Services launched a full-service packaged solution for cash balance plans.

Investors of all ages have an improper allocation to equities in their portfolios, a new study contends.

Pentegra Retirement Services launched a new website providing industry expertise and tools for plan sponsors and other fiduciaries.

Kidder Benefits Consultants will provide ERISA Section 3(16) plan-level, discretionary fiduciary services to its clients, beginning immediately.

MassMutual Retirement Services is targeting employers with less than $15 million in retirement plan assets with the MassMutual Aviator 401(k) solution.

Goldman Sachs Asset Management says it has strengthened its fixed income fund platform through changes to the Goldman Sachs Core Plus Fixed Income Fund.

Small and mid-size businesses have a new nonqualified deferred compensation (NQDC) plan option from The Principal Financial Group.

Lincoln Financial Group’s retirement plan services business launched the Lincoln Secured Retirement Income investment option, a guaranteed withdrawal benefit (GWB) designed to provide guaranteed income for life.

The companies of OneAmerica have opened a new regional office for retirement services in Honolulu.

Five new indices created by Wilshire Associates Incorporated are designed to provide critical benchmarking support to investors seeking exposure to liquid alternatives.

Full-service registered investment adviser (RIA) Redhawk Wealth Advisors Inc. has introduced Fiduciaryk, a turn-key solution for financial advisers to prospect and service qualified retirement plans.

John Hancock Investments lowered expenses across its suite of Retirement Living Portfolios, pledging up to 31% in fee savings for shareholders.