Products & Services

J.P. Morgan Asset Management introduced a tool to help retirement plan advisers facilitate conversations with plan sponsors about 401(k) plan design.

Morningstar expanded and standardized its managed product databases to help retirement plan advisers and sponsors comply with new participant fee disclosure requirements.

Palmer Square Capital Management LLC unveiled the Palmer Square SSI Alternative Income Fund, which seeks absolute returns and a steady income stream.

The SPARK Institute created an Investment Provider Information Form for Multivendor 403(b) Plan Participant Disclosure.

TD Ameritrade Institutional created a marketing toolkit for independent registered investment advisers (RIAs) to outline the benefits of working with a fiduciary adviser.

American Beacon Advisors launched American Beacon The London Company Income Equity Fund to focus on dividend income and capital appreciation.

Nationwide Financial unveiled a 408(b)(2) Solutions Kit to help clients adapt to the Department of Labor (DOL) fee disclosure regulations, which take effect July 1.

Morningstar launched Annuity Intelligence, which evaluates variable annuities and gives data on more than 100,000 annuity subaccounts and 1,950 annuity contracts.

SunGuard launched a mobile browser option for its Relius Administration Web suite of products.

Arrow Investment Advisors launched institutional share classes for the firm’s five tactical and alternative investment mutual funds. 

MetLife announced broader availability and enhancements to its multiproduct, multichannel M-Powered Enrollment program.

SunTrust Banks Inc. launched SunTrust Retirement Income Navigator, which lets its advisers help clients maximize retirement income while drawing down assets for tax advantages.   

 Tamarac, a division of Envestnet Inc., will participate in Schwab Intelligent Integration, according to Schwab Advisor Services.   

 Pulse Logic introduced a benchmarking tool to help plan advisers assess the services they provide and what fees are appropriate.   

The Principal Financial Group created an online resource to help plan sponsors understand the new retirement plan disclosure regulations.  

 LPL Financial launched the Rollover Results Program, a platform for retirement plan advisers, plan sponsors and plan participants.   

 The Board Institute Inc. introduced an evaluation and education tool in collaboration with fi360, CEFEX and Cambridge Fiduciary Services LLC.   

 Jefferson National increased its alternative investment offerings with a number of fund additions.  

Fiduciary Plan Governance LLC released a product to help assist with the burden and risk of new fee disclosure requirements.

Mercer introduced “My Retirement Workshop,” an online retirement planning and education campaign for employees whose 401(k) plans it administers