Products & Services

The Defined Contribution Institutional Investment Association (DCIIA) released a white paper that examines how to design investment menus for defined contribution (DC) plans.

In seeking to expand within the retirement market, SEI has partnered with Rothschild Asset Management to offer a suite of collective investment trusts (CITs). 

BlackRock turned to registered investment advisers (RIAs) for help in developing its new exchange-traded funds (ETFs). 

The Principal Deferred Income Annuity, a new product, offers a flexible premium and the option to delay the start of income payments.

TIAA-CREF launched the TIAA-CREF International Opportunities Fund (TIOIX, TIOTX, TIOSX, TIOPX).

Lodestar is an interactive global market intelligence platform that allows users to explore and customize more than 20 years’ worth of Cerulli research data.

The Plan Sponsor Council of America (PSCA) has begun its 56th Annual Survey questionnaire, which will examine trends with defined contribution (DC) plans.

Enhanced resources on the website of Prime Advisors Inc. include portfolio access, assets under management, market updates, recent company events, industry presentations and publications.

New York Life lowered the initial premium payment for its Guaranteed Future Income Annuity (GFIA), from $10,000, to $5,000.

Next week, Public Broadcasting System’s (PBS) Frontline program will re-air a documentary called “The Retirement Gamble.”

An online tool from Wells Fargo Retirement helps individuals create a savings plan and allows them to see their potential monthly income in retirement.

The Guardian Insurance & Annuity Co. Inc. is hosting a 401(k) summit focused on the micro- and small-plan markets.

Fiserv Inc. updated its Unified Wealth Platform with advanced trading and modeling capabilities, improved model data reporting and more intuitive user interfaces.

ING U.S. has announced plans to rebrand in the future as Voya Financial.

Vanguard has expanded the availability of its low-cost 401(k) plan service for small to midsize businesses to plan sponsors that work with third-party plan administrators (TPAs).

Mercer has released a list of six tips for plan sponsors that are considering a participant cash-out program for their defined benefit (DB) plans.

A registered investment adviser (RIA), Square 1 Asset Management, has been unveiled by Square 1 Bank.

VelocityShares LLC introduced three emerging market depositary receipt (DR) exchange traded funds (ETFs) on the NASDAQ. 

The Mariner Incubation Fund will be managed by Eric Pellicciaro, who joined Mariner Investment Group from BlackRock.

MFS Investment Management has rolled out Class R5 shares, offering a lower-cost investment for advisers and plan sponsors.