Products & Services

Stadion Money Management is offering ERISA 3(38) discretionary investment management for its target-date funds (TDFs).

The American Society of Pension Professionals & Actuaries (ASPPA) grassroots campaign aims at protecting tax incentives.

Personality plays a large role in the way people plan for retirement, Guardian Retirement Solutions contends.

There are ways to prevent missing out on the full value of Social Security, a Prudential white paper illustrates.

The Guardian Insurance & Annuity Company expanded its investment option lineup for two qualified retirement plan platforms.

A new tool from Charles Schwab, Compliance Solutions is designed to help companies meet regulatory requirements, manage risk and protect their reputations.

Interactive Data Corporation unveiled its white label suite of ETF Web tools to help advisers analyze, build and promote investment strategies using ETFs.

Mid Atlantic Trust Company (MATC) expanded its ModelxChange platform.

The new fund leverages Russell’s multi-asset investing strengths and is in response to advisers seeking lower-volatility, equity-like returns.

Northern Trust rolled out a Diversified Frontier Markets Index Strategy.

Clark Capital Management Group added three of its retail strategies to their roster of Navigator 401(k) Solutions.

Schwab Intelligent Technologies will launch a review site featuring ratings and adviser feedback on providers.

 Focus Financial Partners LLC launches industry-wide succession planning solution.   

Invesco Distributors Inc. rolled out an iPad app designed specifically for advisers who work closely with defined contribution (DC) retirement plans.

An adviser-focused program for volatility management, income generation and perspectives on the market (VIP) was unveiled by Pioneer Investments.

Investors wanting to know more about exchange-traded funds (ETFs) can visit the ETF Education Exchange.

Wealth Trace released a new version of its online retirement planning software for financial advisers.

Asset manager Nepsis Capital Management has integrated Lincoln Trust retirement plans into its wealth management practice.

Assets have nearly doubled, from $572 billion in 2008, to $1.1 trillion through the first half of 2012.

Boulevard R’s Retiremap was developed to help employers and plan sponsors with retirement plan education.