Products & Services

More than 12,000 Edward Jones advisers can offer OneAmerica’s 401(k) and 403(b) plans, the companies said in an announcement about the new alliance.

Global Relay updated its Twitter archiving software to help advisers meet Securities and Exchange Commission (SEC) as well as Financial Industry Regulatory Agency (FINRA) regulations.

Aria Retirement Solutions (Aria) has made several funds from Dimensional Fund Advisors (DFA) eligible for use with the RetireOne Transamerica fixed contingent annuity guaranteed income product. 

Professional Capital Services LLC (PCS) updated its retirement plan model management tools.

The Newport Group released a managed account service for advisers.

F-Squared Investments will serve as sub-adviser for the newly launched Reliance Trust AlphaSector Target Risk Collective Trust Funds.

A new guide to implementing nonqualified deferred compensation (NQDC) plans is available.

Callan Associates is making its Callan Target Date Index publicly available through an interactive tool.

Segal Rogerscasey launched an updated website.

Paladyne Systems Inc. updated its Reference Data Suite, a reference data management solution, to address increasing hedge fund and private equity regulations, and Form PF filing.

Advent Software Inc. will collaborate with Data Agent LLC to provide tools to help hedge funds and hedge fund administrators meet Form PF reporting requirements.

Through its new ETF family, Huntington Strategy Shares, Huntington Asset Advisors Inc. released a second actively managed exchange-traded fund (ETF).

Vanguard is expected to offer the Vanguard Short-Term Inflation-Protected Securities Index Fund in the fourth quarter.

Matrix Financial Solutions updated its Matrix RetireTool(k)it.

ING U.S. released a new mobile game application designed to help build investment and retirement planning awareness for consumers.

A program designed to help retirement plan advisers demonstrate their value and build stronger client relationships was launched by John Hancock Funds.  

Condor Trading LP moved into asset management with the launch of a new venture, Pacific View Asset Management LLC in San Francisco.

The mutual funds of Sentinel Investments have been added to the CPI Qualified Plan Consultants retirement plan platform.

Standard & Poor’s designed its new Target Date Style Index Series to help plan sponsors with comparisons for “to”...

MetLife Resources unveiled an online fiduciary assessment quiz.