Products & Services

The retirement services division of the OneAmerica companies has unveiled a new retirement education and engagement program for plan participants.

BMO Global Asset Management introduced the BMO Low Volatility Equity Fund, designed to provide long-term returns comparable to U.S. large cap stocks but with less volatility.

Golden Retirement LLC’s Savings2Income program (S21) aims to address the needs of Baby Boomers planning for retirement with a combination of tax strategies and annuities.

The 401K Coach released the Fiduciary Advisor’s Rollover Toolkit to provide a solution and formal process for financial advisers to offer rollover IRA services.

AmericanFunds rolled out a multi-fund version of its Recordkeeper Direct tool, with the goal of providing advisers more investment and pricing flexibility.

With the expansion of its Class I Shares lineup to 21 funds, OppenheimerFunds aims to provide greater transparency into defined contribution (DC) plan fees.

 To meet increasing Boomer demand for retirement income, TD Ameritrade is offering fixed and variable annuities from a range of insurance carriers.  

MullinTBG, a unit of Prudential Retirement, updated its participant website to improve user experience and streamline nonqualified deferred compensation (NQDC) plan online account details.

Third-party administrator Trinity Pension Consultants released the Cash Balance (CB) Navigator mobile application, enabling advisers to generate a client’s maximum annual contribution amount.

SunGard released a new version of its Omni Web Solution for defined contribution and defined benefit plan participants, plan sponsors and customer representatives.

LPL Financial LLC added two portfolios from LPL Financial Research and two managed alternative investment portfolios from Fortigent to its Model Wealth Portfolios (MWP) platform.

A library of videos, articles and infographics was launched by Putnam Investments aimed at helping advisers to use social media and technology in practice management.

New York Life launched Income Plus, a variable annuity designed to meet the needs of pre-retiree Baby Boomers who seek a guaranteed future lifetime income stream amid volatile...

Northern Trust is offering participant access to its retirement benefit payment detail via its Web portal, Passport.

RetireEase Choice, a flexible premium deferred income annuity from MassMutual, was designed to guarantee a future income stream for financial security.

An alliance between RPG Consultants and Main Management LLC will enable plan sponsors to utilize RPG’s technology and Main Management’s portfolio management capabilities.

Pensionmark has unveiled an enhanced website and Online Education Center.

Orinda Asset Management LLC launched the Orinda SkyView Macro Opportunities Fund, an institutional multi-manager mutual fund.

Subadvised by Nationwide Asset Management, the fund aims to offer inflation protection as well as liquidity and a low-risk...

The Ballpark E$timate iPhone application, provided in part by the Employee Benefit Research Institute (EBRI), was developed to help with retirement saving.