Products & Services

Summit Professional Networks has acquired Pension Data Resources, Inc. (PDR), known in the retirement planning industry for its PensionPlanet.com brand.

Independent retirement plan administration firm TriStar Pension Consulting launched a new website featuring improved functionality and navigation for plan sponsors, advisers and participants.

In order to meet demand for a multi-factor approach, State Street Global Advisors (SSgA) unveiled a suite of advanced beta SPDR exchange-traded funds (ETFs).

OneAmerica has relaunched its retirement plan participant website.

Nearly three-quarters (71%) of affluent pre-retirees have not determined their most sensible Medicare option.

Retirement plan sponsors and advisers have a new solution available from Allovest for plan participants who lack access to advice.

Employee Fiduciary LLC is now offering a fee comparison service for 401(k) plan sponsors.

Vanguard’s new “Enroll Now” process simplifies retirement plan enrollment and potentially increases the savings of participants.

The Employee Benefit Research Institute (EBRI) rolled out a new mobile app, offering its research for download.

The SPARK Institute Business Ideas Exchange Committee has released its new “RFP Guide for Selecting Defined Contribution Service Providers.”

BMO Global Asset Management is now offering retirement share classes for four BMO Funds.

Corporations and nonprofits, as well as their advisers, in San Antonio, Texas, now have a new resource for fiduciary services.

Miracle Mile Advisors, a California-based investment advisory firm, has partnered with TD Ameritrade to launch a “modern 401(k) platform” built around low-cost exchange-traded funds (ETFs).

Qualified Plans, LLC (QP) has acquired Benefits Administration Services, LLC (BAS), in Birmingham, Alabama.

A new white paper helps plan fiduciaries understand their responsibilities and adhere to the standards of conduct that apply to them.

Morgan Stanley will be offering retirement products from the Guardian Insurance & Annuity Company, Inc. on its wirehouse retirement platform.

The Financial Planning Association (FPA) launched a collection of web-based “Knowledge Circles” aimed at fostering communication and collaboration among its members.

Financial technology provider RiskFirst, formerly PensionsFirst, has expanded the focus of its pension risk analytics software for wider application in multi-asset portfolio management and compliance settings.

Don’t call index investing passive. Charles Schwab, founder and chairman of Charles Schwab, says that does a real disservice to investors. 

John Hancock Retirement Plan Services added five new asset-allocation options to the JH Signature 401(k) Plan Platform.