Products & Services

Northern Trust added client collateral to the categories managed by its Exposure Analysis tool, to help institutional clients collect complex information at the fund or plan level.

 A website that helps advisers identify retirement savings gaps and simplify planning considerations was launched by The Principal.  

Further diversification, risk management and customization are the future for target-date funds (TDFs), panelists told the 2012 PLANADVISER National...

The Geographic Exposure Index Series by Russell Investments provides client exposure to emerging markets.

Advantus Capital Management launched the Strategic Dividend Income (SDI) Fund.

AXA Equitable developed a website to inform 401(k) and 457 plan sponsors about fulfilling their fiduciary obligations.

 Captrust launched a website that offers a new perspective on best practices for nonqualified deferred compensation plans (NQDCs).

Employees should aim to save at least eight times their ending salary to meet retirement income needs, Fidelity Investments suggests.

A tool to help plan sponsors and advisers visualize the impact of a reenrollment into target-date funds on participant outcomes was launched by J.P. Morgan Asset Management. 

Research from Russell Investments provides a guide for managing volatility in institutional multi-asset portfolios.

Kiplinger Washington Editors Inc. and Social Security Solutions launched a Web-based tool to help workers maximize benefits in retirement. 

A new program, The Opportunity to Articulate Your Value, is designed to help advisers address plan sponsors’ evolving needs.

Benefit Plans Administrative Services Inc. (BPAS) released a program that aims to help terminated employees continue repaying loans after separation from service.

Traditionally, 401(k) Day has been the Friday following Labor Day.

The three primary lines of business in the former M&I Institutional Trust Services will be renamed to reflect their integration into BMO’s global businesses.

When The Hartford announced it would be selling its retirement business, MassMutual perked up.

An alpha-generating investment process that draws on the global dividend-paying universe was developed by Acadian Asset Management LLC.

Pentegra Retirement Services’ retirement plan products have been selected for members of the Independent Bankers Association of New York State (IBANYS).

Raymond James Financial Inc. is offering advisers Goal Planning & Monitoring (GPM), a financial planning software solution powered by MoneyGuidePro.

The Center for Fiduciary Excellence (CEFEX) has rolled out a service to help plan sponsors mitigate the risk associated with the selection of service providers.