Products & Services

Lincoln Financial Distributors (LFD) and Primerica Inc. will be releasing more annuity products.

Morningstar Inc. has introduced the next generation of Morningstar Retirement Manager, its advice and managed account service for defined contribution (DC) participants.

Meeder Investment Management announced the launch of its 3(38) fiduciary service.

A  trade group has been formed to educate plan sponsors and consultants about how investing in commercial real estate may enhance retirement security for defined contribution plans.

The DB (defined benefit) Benchmarking Module was released for use by subscribers of PlanTools’ benchmarking solution.

Franklin Templeton has unveiled a R6 share class for employer-sponsored retirement plans.

The Asia Focus Fund and the Emerging Asia Fund were launched by Matthews Asia.

Starter(k), a payroll deduction individual retirement account (IRA) for small businesses, has been released.

Summit Investment Advisors Inc. has changed its name to Ameritas Investment Partners Inc. 

Transamerica Retirement Solutions has launched its Retirement Plan Exchange, a retirement plan solution for small businesses.

Mercer has launched an online retirement planning and education program for 401(k) plan participants to better prepare them for their financial future.

OppenheimerFunds Inc. (OFI) plans to unveil a new brand and visual identity.

Socialite, a social media platform from Actiance that allows people in regulated industries to share content and delegate access, has several new features.

TIAA-CREF’s white paper, “Prepared for Life: Managing Your Plan to Drive Retirement Readiness,” examines best practices to improve retirement plan outcomes.

Plan Outcome Assessment will analyze defined contribution (DC) plans to help plan sponsors gauge their participants’ retirement readiness. 

Participants of retirement plans with higher education institutions are saving more than their corporate counterparts, says a new report from Transamerica Retirement Solutions.

Schwab Retirement Plan Services announced they will add Morningstar Associates LLC  as a managed account provider for their Schwab Index Advantage service.

The Stable Value Investment Association (SVIA) released a list of frequently asked questions (FAQs) regarding stable value guaranteed insurance accounts. 

FRA/PlanTools began a blog for plan sponsors and advisers with original content on the fiduciary obligations of the Employee Retirement Income Security Act (ERISA).

MassMutual's Retirement Services Division is launching an addition to its suite of plan health and retirement readiness resources.