Products & Services

A new strategy from the Principal Financial Group and National Benefit Services, LLC (NBS) can help financial professionals and their large-plan 403(b) clients manage issues with legacy assets.

The National Tax-deferred Savings Association (NTSA) maintains the same core mission as its predecessor.

Consulting firm Mercer has released explanatory material about Social Security and Medicare that may prove useful to plan sponsors and advisers.

The Financial Services Institute (FSI) launched a mobile application providing independent financial advisers and financial services firms remote access to advocacy tools and industry updates.

Plan Sponsor Advisors (PSA) released a fully outsourced solution that manages qualified domestic relations orders (QDRO) for retirement plan fiduciaries.

An updated mobile application from LPL Financial LLC provides better access to financial and market data, along with a new secure messaging system for communicating with clients.

CoPiloted, a Boston- and Seattle-based startup, wants to help workers grow 401(k) and individual retirement account (IRA) assets through a new managed account solution.

Global asset manager Russell Investments is implementing a series of strategic asset allocation changes to several retail product offerings in the U.S. market.

ING U.S. Inc. will continue its rebranding process during 2014.

RBC Global Asset Management Inc. released four new emerging markets and fixed-income fund options.

Fidelis Fiduciary Management launched an independent investment management program for financial advisers who cannot or choose not to serve as fiduciaries for their 401(k) clients.

The Standard reached an agreement with Access Data to bring defined contribution investment only (DCIO) reporting capabilities to its fund partners.

Saturna Capital Corporation has launched lower-cost institutional shares of the no-load Amana Income, Amana Growth, and Amana Developing World funds.

Nuance Investments, a classic value investment firm, has launched the Nuance Mid Cap Value Fund.

Ameritas Life Insurance Corp. has partnered with Mesirow Financial Investment Strategies to bring fiduciary partnership services to retirement plan clients.

KCG Holdings Inc. has completed the consolidation and renaming of its U.S. broker/dealer operations into KCG Americas LLC.

Investment management firm T. Rowe Price closed its New Horizons Fund and Small-Cap Stock Fund to new investors, along with similar portfolios for institutional clients.

Five target-date funds (TDFs) are among the nine funds launched by BMO Global Asset Management.

Henderson Global Investors launched the Henderson Unconstrained Bond Fund, a mutual fund that provides investors with a dynamic approach to fixed-income investing.

Financial services and asset management firm DST reached an agreement to bring its retirement income clearing calculator (RICC) services to Prudential Retirement clients.