Products & Services

Pentegra Retirement Services is offering The Pentegra Fiduciary Promise.

Institutional governing boards and committees need to think critically about how to integrate environmental, social and governance (ESG) factors into their investment process.

BPAS launched “A 90-Minute Crash Course on DC Plans,” on its website, a podcast on some of the key issues surrounding defined contribution (DC) plans.

Two reports from Cogent Research are designed to help advisers optimize communication materials and distribution strategy, as well as benchmark their practice against competitors.

LIMRA is offering a new training program by social media expert Erik Qualman, author of Socialnomics.  

TD Ameritrade Institutional has integrated Laser App Anywhere, a cloud-based auto-fill technology that eliminates the need to re-enter information such as addresses and phone numbers.

Ascensus has partnered with LPL Financial LLC to provide access to its Worksite Financial Solutions platform for LPL plans and plan participants

The Newport Group released the all-new plandestination.com.

Visium Asset Management launched the Visium Event Driven Fund (VIDVX), the first mutual fund offering for the alternative asset management firm.

The Enterprise Management Consulting program from LPL Financial was created to assist affiliated large enterprises with growth, profitability and adviser support.

Franklin Templeton Investments introduced four new funds within the company’s retirement target-date fund (TDF) lineup.

SunGard’s MyRetirement income calculator now gives defined contribution plan participants the ability to determine sustainable spending amounts throughout retirement.

Bank of America’s investment businesses launched a program that supports clients’ needs to align investments with the environmental, social and governance (ESG) issues.

ABG Investment Services Inc. (ABGIS) rolled out The (k)Series, a 3(38) service offering of fund menus that combines simple choices and educated decisions for advisers.

The Enhanced Trading and Rebalancing (ET&R) platform from LPL Financial LLC lets advisers manage portfolio trading activity across multiple client accounts.

ERISA attorney Philip J. Koehler has launched ERISA Fiduciary Administrators LLC (EFA).

Principal Funds rolled out a tool to streamline and increase the success rate in the Request for Proposal (RFP) process.

A white paper from the hedge fund strategies group of Commonfund shows how hedge funds can be effective diversifiers and balance equity risk in portfolios.

Broadridge has debuted an online tool displaying views into long-term mutual fund and exchange-traded fund (ETF) sales and asset data collection.

Institutional investment data and analytics provider eVestment has launched a attribution platform for its eVestment Analytics service.