Products & Services

The Retirement Advantage, Inc. (TRA), a third-party administrator (TPA), is restructuring how it serves clients.

The Center for Fiduciary Excellence (CEFEX) expanded its adviser certification test to include more data security questions, reflecting the industry’s heightened awareness of cybersecurity threats.

The Insured Retirement Institute (IRI) and HealthView Services developed a health care cost assessment program that helps financial advisers prepare clients for long-term health care spending needs.

Investment solutions provider Manning & Napier launched a new website and retirement plan “prioritizer” to help advisers steer plan sponsor clients towards long-term benefits success.

Eagle Asset Management has initiated distribution of collective investment trusts (CITs).

The SVAnalyzer was created to evaluate 10 critical factors that can make it difficult to compare one stable value investment with another.

A new financial wellness program from Merrill Lynch helps clients assemble and compare competing financial concerns while also shaping an individualized, goal-oriented path towards a better retirement.

Retirement Clearinghouse LLC (RCH) introduced an Internet-enhanced, comprehensive search service to locate missing retirement plan participants.

Small business owners and human resources staffers can save nearly $1,000 in waived 401(k) plan startup fees through a promotion from ShareBuilder 401k to mark Small Business Week.

Plan sponsors need to understand key issues as they meet their fiduciary obligations in this changing world, Bob Collie of Russell Investments says.

Compliance consulting firm Lexington Compliance launched a registered investment adviser (RIA) registration service to help clients establish and manage new independent financial services firms.

Financial planning technology provider OMYEN Corp. recently upgraded its Social Security Maximizer software and will provide free training on maximizing benefit payments from the federal program.

T. Rowe Price, a provider of investment management services, has launched the new Credit Opportunities Fund.

A new program from the Money Management Institute (MMI) and Wheelhouse Analytics provides broad-based training on managed account solutions to the employees of financial services firms.

Mirae Asset Global Investments, an investment services provider specializing in emerging market equities, launched an enhanced website focusing on financial adviser support and education.

Investment services provider Manning & Napier, Inc. has established a dedicated defined contribution investment only (DCIO) wholesaler team to help grow its presence in the expanding market segment.

Newfound Research and 3D Asset Management have released the PrudentPath Target-Date Portfolio Series, a suite of model lifecycle portfolios utilizing exchange-traded funds (ETFs) and hybrid management.

BOK Financial launched a new website for retirement plan sponsors and participants.

Thomson Reuters launched the Thomson ONE Anywhere mobile wealth management solution for iPad and Android tablets.

A new defined benefit (DB) service provider guide, developed by The Principal Financial Group, explores best practices for advisory firms to engage and win new DB plan clients.