Products & Services

 Wealth Management Systems Inc. (WMSI) has launched its latest Web application, Rollover Central.   

SunGard is expanding its managed services capabilities to help retirement plan administrators and recordkeepers reduce costs, comply with new regulations and focus on service differentiation. 

 Natixis Global Asset Management (NGAM) has reached an agreement to acquire McDonnell Investment Management LLC.  

Invesco PowerShares Capital Management LLC announced the anticipated listing of the PowerShares S&P 500 High Dividend Portfolio on October 18 on the NYSE Arca.

ShareBuilder 401k introduced online tools and resources to help plan sponsors and employees better understand their 401(k) fee disclosure statements and determine fee reasonabless.

Mutual of America is expanding its current “Save More for Your Retirement” customer education campaign to shine a spotlight on National Save for Retirement Week.

ExpertPlan Inc. will provide recordkeeping and administrative services for One Capital Management LLC’s Strategic Retirement Solutions Model Program.

 Nationwide Financial is integrating its alternative and fee-based annuity solutions into the company’s traditional product offerings.   

Portfolio Evaluations Inc. (PEI) launched a fiduciary protection program, PEI Shield, which aims to help retirement plan fiduciaries with evolving fiduciary regulations and requirements.

The American Society of Pension Professionals & Actuaries (ASPPA) released a new educational certificate, The Employee Stock Ownership Plan (ESOP) Administration Certificate.

Informa Investment Solutions (IIS), a supplier of software and solutions for the investment industry, said it has agreed to acquire Zephyr Associates Inc.

Nearly 61% of advisers report annuities are the No. 1 unsolicited product request, Cerulli Associates reports.

Principal Financial Group is offering a suite of separate accounts designed to help defined benefit (DB) plans of all sizes implement a liability-driven investing (LDI) strategy.

Castle Rock Investment Company rolled out the Fee Disclosure Review Service to assist plan sponsors with 408(b)(2) compliance.

John Hancock made available its recently renamed Retirement Choices At series of target-date funds (TDFs) in the investment-only marketplace to plan sponsors.

Nationwide Financial Services added the Nationwide Fixed Select Contract to its retirement plan offerings to help participants grow plan assets and meet retirement needs.

RetireReady, a customizable, turnkey participant education program to help independent advisers deliver value to retirement plan sponsor clients, was introduced by Commonwealth Financial Network.

Dimensional Managed DC has been rolled out on a platform by ASPire Financial Services LLC and OBS Financial Services Inc.

A book was written to help plan sponsors educate workers about how to generate lifetime income in retirement.

Great-West Life & Annuity Insurance Co. and its business segment, Great-West Retirement Services, will now market under the Great-West Financial brand.