Products & Services

The SPARK Institute and the Investment Company Institute (ICI) released a sample investment term glossary for retirement plan participants.

In J. P. Morgan Asset Management’s 2012 Guide to Retirement, financial advisers are given a complete picture of retirement and its key issues.

 Transamerica Retirement Services launched an asset allocation service designed to make saving for retirement easier for participants in company-sponsored retirement plans.

 The Centre for Fiduciary Excellence (CEFEX) will expand its assessment guidelines for retirement plan sponsors, financial advisers and recordkeepers.   

Vestmark announced the introduction of comprehensive compliance solutions for fee-based accounts within its unified wealth management platform, VestmarkONE.  

 Altegris announced Tuesday the launch of a share class designed exclusively for registered investment advisers (RIAs).  

Security Benefit Corporation has formed a partnership with fi360 for fiduciary education.

Genworth Financial Wealth Management introduced a program with lending opportunities for advisers seeking practice acquisitions.  

Mercer released the e-book “What’s Working Around the World.”

Along with a survey, Genworth Financial launched an advisers’ app with 2012 data on the costs of long-term care.  

CPI Qualified Plan Consultants, Inc., added collective investment funds (CIFs) and exchange-traded funds (ETFs) to its retirement plan platform. 

State Street Global Advisors (SSgA) launched SSgA Upromise 529 Plan.

 The Principal Financial Group updated its defined benefit termination program and released a white paper.

Lincoln Financial Group's Retirement Plan Services Business announced enhancements to its LifeSpan customized model asset allocation program. 

RPG Consultants and IRON Financial formed an alliance to enable retirement plan sponsors to use IRON Financial’s technology and portfolio management capabilities. 

In support of National Retirement Planning Week, AXA Equitable compiled a suite of mobile retirement planning apps, tools and online resources.

Transamerica Retirement Services launched  “RENEW Your Commitment to Retirement Planning,” an online program that helps retirement plan participants re-energize their commitment to saving for retirement.   

Prudential Financial produced a white paper to address Americans' challenges in achieving their retirement objectives.

New York Life Retirement Plan Services launched a new website for retirement plan sponsors and advisers.

TD Ameritrade Institutional has expanded its mobile tools to give independent registered investment advisers (RIAs) access to its Veo platform.