Products & Services

Millennium Trust Company is offering an automated e-signature capability for its service agreement process.

Credit unions providing a 401(k) program to 100 employees or more can save money and streamline their administrative tasks by joining a new multiple employer plan (MEP) administered...

Aon Hewitt is partnering with financial software provider HelloWallet to bring more robust financial wellness services to its U.S. clients.

The Retirement Advantage, Inc. (TRA) released a new mobile application offering financial advisers and wholesalers remote access to key sales and plan administration resources.

Retirement plan services provider Boulevard R unveiled a new tool within its Retiremap financial wellness program that allows employers to calculate the return on investment (ROI) of financial...

Investment management firm Vanguard announced it will cease offering administration services for defined benefit (DB) retirement plans.

America’s Best 401k, a provider of 401(k) plan solutions for medium and small-sized businesses, has released an online tool that assesses and compares plan fees.

Insurance provider Allianz Life has joined others in the retirement industry to support National Retirement Planning Week.

OneAmerica has launched its OneSolution platform, a collection of tools and services for employers to better manage their retirement plans and increase plan participation.

Archford Capital Strategies launched an FDIC-insured, bank-issued, principal-protected investment to help employee stock ownership plans (ESOPs) match future repurchase obligations.

MassMutual’s retirement services division launched an enhanced participant website designed to make it easier for employees to prepare for retirement.

Lincoln Financial Group has launched its Presidential Managed Risk Moderate Fund.

The Bank of New York Mellon is accepting new investors into the Mellon Stable Value Fund, a bank-sponsored collective investment fund for defined contribution benefit trusts.

Recordkeeping and custodial services provider Retirement Revolution added vWise’s SmartPlan Enterprise solution to its retirement plan product offerings.

An independent study from financial research firm MacroRisk Analytics suggests the fi360 Fiduciary Score, a proprietary mutual fund rating system, has a strong correlation to investment performance.

A suite of succession planning resources from NFP Advisor Services aims to help advisers capitalize on buying or selling a practice. 

The Center for Due Diligence (CFDD) launched a liquid alternatives Web page designed to help manufacturers, distributors and advisers of these products.

Alliance Benefit Group North Central States, Inc. launched a new mobile application that provides users with centralized access to retirement and health-related savings accounts.

CenterSquare Investment Management, Inc. has launched the CenterSquare Value-Added Fund III, L.P.

FCRC Apps LLC, a financial services application developer, added a new embedded surveying feature to its suite of digital fiduciary governance support tools offered through eFiduciary.net.