Products & Services

The RBC BlueBay Absolute Return Fund, a specialty fixed-income mutual fund for U.S. investors, was launched by RBC Global Asset Management Inc.   

Lincoln Financial Group’s Retirement Plan Services business introduced HeroPlus, a new nationwide Length of Service Award Program (LOSAP).

Leveraging data from its peer comparison tool, ING U.S. developed the ING State of Savings interactive map.

ReviewMy401kPlan.com is set to launch soon as an online resource for plan sponsors to find and connect with qualified retirement plan advisers.

A suite of online report templates was released to address the regulatory and custom needs of BNY Mellon’s Asset Servicing client base.

The number of offerings in MetLife’s PlanSmart financial education program, a workplace-based series of financial education and planning workshops, has been expanded.

Bell Investment Advisors, a registered investment advisory firm in the Bay Area, will host a webinar, “Year-End Review and 2013 Preview,” on December 6.

Lincoln Trust Company introduced an online tool that helps 401(k) plan participants determine the true cost of their retirement plan.

For consumers anxious about a low interest rate environment, Genworth rolled out CapMax, available only on Genworth’s SecureLiving Index Annuities.

 Breckinridge Capital Advisors developed a proprietary in-house Sustainability Modeling Framework that rates corporate and municipal bonds.  

Invesco Distributors Inc. unveiled a website that gives advisers a simple step-by-step approach to address the growing complexities of retirement planning with their clients.

The Country Rotation Portfolio and Sector Rotation Portfolio from Innealta Capital have been added to Jefferson National’s offerings.

The Newport Group released a mobile version of its plan participant website, plandestination.com.

New York Life Investments and Reliance Trust Company have introduced a stable value fund.

Rocaton Investment Advisors LLC rolled out PlanRisk, an online pension risk assessment tool for corporate plan sponsors.

The Principal has introduced a training program and resources to help advisers tap the business-owner market via employee stock ownership plans (ESOPs).

An institutional investor equities holdings comparison platform was introduced by eVestment. 

A new iPad application gives financial advisers registered with Symmetry Partners LLC mobile access to sales and marketing tools.

A report underscores the necessity and analyzes the techniques available for defined benefit plans to hedge interest rate risk.

 LPL Financial LLC introduced DocuSign’s eSignature solution to its adviser technology platform.