Products & Services

Fidelity Financial Advisor Solutions, a unit of Fidelity Investments that provides mutual funds and other investment services, released an interactive calculator that helps financial professionals build fixed-income portfolios.

Called the Principal Income Protector, a new tool from The Principal Financial Group helps financial professionals deliver post-retirement income solutions and advice.

John Hancock Investments is contractually lowering expenses for nearly all funds with Class R6 institutional share classes.

TD Ameritrade Institutional revealed plans to develop and launch an “intelligent technology platform” for use by financial advisers.

TD Ameritrade Institutional launched a campus-to-career program to help independent advisory firms win and retain the next generation of financial services talent.

A new program from TD Ameritrade offers registered investment advisers (RIAs) a turnkey solution for simplified development and management of qualified defined contribution retirement plans.

OneAmerica has launched Index(b), an indexed investing option designed for nonprofit organizations.

Milliman Inc., a provider of actuarial and consulting products and services, has enhanced its retirement-related mobile applications.

Stadion Money Management has added a 401(k) managed account solution to Nationwide’s RIA Managed Accounts Services Platform.

Northeast Professional Planning Group Inc. (NPPG) now offers ERISA 3(16) fiduciary services to assist plan sponsors in day-to-day administration and compliance efforts.

Global Financial Private Capital rolled out Legacy Lock and Adviser to Adviser Continuity, two succession and business continuity programs for partner advisers.

MassMutual’s retirement services division extended its weekday call center hours to be more accessible to plan participants.

Investment management firm Vanguard will be partnering with HelloWallet, a financial wellness service, to help employees save more for retirement.

An account platform from Gemini Alternative Funds LLC, a subsidiary of Northstar Financial Services Group, provides investment advisers with centralized access to alternative investments.

The Guardian Insurance & Annuity Company Inc. added the Federated Investors Capital Preservation Fund to its fund lineups.

The American Academy of Actuaries has released a report that provides guidance for evaluating retirement plans.

Mutual of America released an enhanced version of its website.

A new service from the Principal Financial Group enables workers to enroll in an employer-sponsored retirement plan through text messages.

Retirement services provider FRA PlanTools released a custom 408(b)(2) checklist product.

Incapital and Nuveen Asset Management unveiled a new equity unity trust built around Bob Doll’s 2014 market predictions.