Products & Services

A workplace investor education program field tested in three states increased employee participation in workplace savings and investing programs, its creators claim.

 Amp, an interactive marketing tool, was introduced by Boulevard R for advisers to use with prospects and clients on an iPad.   

Fidelity Investments launched its first global equity income funds.  

FiPath for Advisors introduced ReferMyAdvisor, which generates prospective clients through an automated e-mail marketing platform that contacts an adviser’s existing clients.  

 The Fidelity Investments App was updated to enable stock plan participants to better access and track their portfolios, and conduct transactions.   

 The Penn Mutual Life Insurance Company introduced the Smart Foundation Variable Annuities that add some flexibility to guaranteed retirement income.   

The Hartford introduced three investment managers and 16 investment options to its defined contribution (DC) retirement program offering.

Financial Engines' Income+ has been integrated into J.P. Morgan Retirement Plan Services’ 401(k) offering.   

Putnam Investments plans to offer two new share classes to qualified retirement plans.

 Pacific Life introduced an online tool to help advisers engage clients in a conversation about building sustainable lifetime retirement income.   

Findley Davies, a human resources consultant, launched “Retirement Focus,” a mobile application for iPhones and Android smartphones.

A certification program for ERISA 3(38) for advisers was initiated by Rosenbaum Law Firm and DALBAR Inc.

 Primerica began an on-demand, online training program developed by Integrated Retirement.    

 Allstate expanded its retirement product suite with IncomeProtector and GrowthProtector launched in 40 states.   

Russell Investments and Barclays launched a set of investable liability-driven investment (LDI) fixed-income benchmarks for U.S. corporate pension funds. 

 The attorneys and securities compliance consultants at Warner Norcross and Judd LLP, a Michigan law firm, started a blog for broker/dealers, advisers and private investment funds.   

Great-West Life & Annuity Insurance Company introduced a retirement income product that combines the traits of a mutual fund with a lifetime income guarantee.

 Benefit Consultants Group (BCG) will be assuming the daily valuation retirement plan clients from IPA Northeast (IPA).     

Castle Rock Investment Company is hosting a working lunch to discuss new fee disclosure rules.

Prudential Annuities, the domestic annuity division of Prudential Financial Inc., announced two new asset-allocation options for its investment lineup.