Products & Services

A new online personal financial planning and budgeting tool from ING U.S. enables users to organize, integrate and manage all their money matters on a single platform.

Participants might respond better to education if it’s more like a game, says Chris Whitlow of edu(k)ate, an app developer that delivers gameified financial literacy.

Global markets are well past the point where investors can ignore the sustainability profile of the stocks and bonds they’re holding, says Gerrit Heyns of Osmosis Investment Management.

Registered investment advisers (RIAs) are the service target of Brownstone Investment Group, which specializes in fixed income, and expanded its services specifically for advisers. 

The American Society of Pension Professionals & Actuaries (ASPPA) will be launching an enhanced version of its website on April 7.

Advisers can put their proficiency in alternative investments to the test with the Fundamentals of Alternative Investments Certificate.

The International Foundation of Employee Benefit Plans (IFEBP) will recognize the importance of financial wellness and retirement security on the 10th annual National Employee Benefits Day, April 2.

The ADP Mobile Solutions application, which allows people to access their retirement account information via smartphones, is now available in the Amazon Appstore.

Alliance Benefit Group (ABG), a network of 14 regional consulting and financial services firms, launched the 401(k) Choice platform for broker/dealers and financial advisers working with retirement plans.

PlanPilot, a retirement plan services consulting firm, is offering a new plan design database that supports higher education retirement plans.

Retirement plan technology providers fi360 and Castle Rock Innovations launched a collaborate solution that combines the firms’ various data technologies and adviser tool sets.

Pensionmark Retirement Group recently launched its Employer Document Vault, an enterprise-level document storage system that can manage thousands of client records and millions of documents.

America’s Best 401k, a retirement services provider specializing in the small and mid-sized market segments, engaged investment advice provider Jemstep to bring online advice solutions to plan clients.

New indices released by Thomson Reuters offer liquid access to and performance analysis of the U.S. private equity industry.

Fidelity Investments made its workplace benefits application, NetBenefits, available to iPad and iPad Mini mobile tablet users.

A new education program from State Street Global Advisers (SSgA) offers financial professionals nearly 30 short courses on how to incorporate exchange-traded funds (ETFs) into investment portfolios.

Following best practices can secure an extra 3% in net returns for the clients of advisers, according to Vanguard Advisor.

OTB Strategic Consulting, Inc., a business advisory firm, has launched The FIRE System, an online 401(k) self-assessment tool for plan fiduciaries.

With the second release of its Audience of One program, J.P. Morgan Retirement Plan Services hopes to deepen engagement with participants through tailored messaging and robust data technology...

The focus on comparison rather than outcomes is misguided, and comparing one plan to another can be pointless, says Josh Itzoe, partner and managing director of Greenspring Wealth...