Products & Services

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.

Seyfarth Shaw, a law firm specializing in employment and benefits law, unveiled a new Employee Benefits Administrative Service Center for retirement plan clients.

Simply measuring the average participant’s retirement savings shortfall will not help employers improve plan outcomes, says Kris Gates, vice president of customer experience marketing with MassMutual.

Plan officials need to offer a greater variety of target-date fund glide path options to meet the differing needs of participants, Transamerica says in a new white paper.

Cambridge Investment Research, Inc. established a new partnership with the 401k Study Group to bring expanded education and networking resources to its advisory and broker/dealer staff.

J.P. Morgan Asset Management has revamped its Target Date Compass Program to help financial advisers steer plan sponsor clients through an increasingly complex target-date fund (TDF) selection process.

Invesco PowerShares Capital Management has launched the PowerShares Variable Rate Preferred Portfolio (VRP).

Envestnet, Inc. has enhanced the capabilities of its Impact Investing Solutions platform, through which retirement plan clients can develop socially responsible investing (SRI) programs.

Abandoned 401(k) accounts don’t do anyone any good, and they just may be hitting critical mass, according to the Retirement Clearinghouse.

Matrix Financial Solutions selected Risk Compliance Performance Solutions (RCP) to provide uncashed check mitigation services to its qualified retirement plan clients.

Retirement planning software provider Trust Builders, Inc. is partnering with employee benefits and compliance expert Kristi Cook on the next release of The Retirement Analysis Kit (TRAK) system.

Aspire Financial Services released the TPA Playbook for Success, a proprietary education and communication tool designed to drive competitive advantage for the firm’s third-party administrator (TPA) partners.

BlackRock, Inc. has expanded its proprietary CoRI retirement suite with new income projection and portfolio allocation analysis tools.

Advisers with substantial corporate plan expertise who also meet specific criteria, including a nomination and application, have a new title at Bank of America Merrill Lynch.

A new online portal from InHub LLC, a Securities and Exchange Commission-registered online investment adviser, helps fiduciaries quickly develop and circulate requests for proposals (RFPs).

Automatic features help increase employee participation in defined contribution (DC) plans and can significantly improve participant outcomes, says a new paper from BMO Retirement Services.

Wealth Management Systems Inc. (WMSI) launched a small business retirement plan comparison calculator that can help growing employers benchmark retirement plan performance.