Products & Services

CPI Qualified Plan Consultants, Inc. announced the Alta Trust Tactical Advantage collective investment trust funds have been added to...

Judy Diamond Associates launched a Directory of Retirement TPAs.

Matrix Financial Solutions will provide its plan data feed service, part of the Matrix Broker/Dealer (BD) solutions suite, to UBS Wealth Management US.

Mutual of Omaha’s Retirement Plans Division will begin offering a new online retirement education service. 

Castle Rock Innovations, LLC (CRI) is offering tools that focus on benchmarking fees and services.

Citi released a white paper that details issues facing broker/dealers and registered investment advisers (RIAs) with delivering services to meet recommended changes to fiduciary requirements.

Franklin Templeton Investments launched an iPad app that allows on-the-go U.S. financial advisers and investors to quickly access fund information and portfolio manager perspectives.

ING introduced a mobile application that allows ING retirement plan participants to access and manage their retirement plan account information on-the-go.

BMO Institutional Trust Services initiated a Retirement Readiness program to help employers better prepare employees for retirement.

Fidelity Investments’ clearing and custodial services—offered through its subsidiary, National Financial Services, LLC—will be fully integrated into NFP Advisor Services Group's IndeSuite platform.

IRAmarket.com launched a service to help reduce the paperwork for 401(k) rollovers to IRAs.

The Principal Financial Group chose Actiance’s platform, called Socialite, to help meet regulatory requirements that allow the firm’s financial professionals to use social media for business purposes.

Morningstar Inc. launched an alternative investments center as part of several enhancements to MorningstarAdvisor.com.

The funding position of a defined benefit (DB) pension plan is often linked closely to the performance of the sponsoring company’s business, J.P. Morgan Asset Management noted in...

M&I Institutional Trust Services (M&I) introduced RightTrack, a suite of education and advice tools for 401(k) plan participants.  

John Hancock Financial Network’s (JHFN) adviser support team launched customized adviser 401(k) sales training.

Matrix Financial Solutions is expanding its core mutual fund trading platform, offering advanced plan proposal and management features for financial advisers.

Drinker Biddle & Reath, LLP formed a team to aid the industry in navigating the legal and regulatory maze associated with creating sustainable income solutions.


Informa Investment Solutions (Informa) launched RetireIQ.  

Securian Retirement introduced a Client Servicing Calendar for financial advisers looking for opportunities to prove their value to retirement plan sponsor clients.