Products & Services

 Aria Retirement Solutions introduced the first of its series of RetireOne guaranteed income solutions.  

Brown Advisory added a new mutual fund, the Brown Advisory Equity Income Fund.  

Schwab Retirement Plan Services Inc. launched Schwab Index Advantage, a 401(k) plan offer designed to lower costs, simplify investing and help workers better prepare for retirement. 

 The Principal Financial Group expanded its investment fiduciary support to include ERISA 3(21) and 3(38) fiduciary services.  

The SPARK Institute released spreadsheet templates of its Data Layouts for Non-Registered Investment Product Disclosures to Retirement Plan Participants.

Robeco Investment Management launched two mutual funds.

Ameritas Life Insurance Corp. acquired BNL Financial Corp. officially on December 31, 2011.  

Mercer has aligned its investment organization to meet changing client needs and to advise on challenging market conditions.

 State Street Global Advisors (SSgA) launched ETF Fact or Fiction, a website that provides individual investors with a resource for exchange traded fund (ETF) education.

USI Consulting Group announced it is now offering guaranteed lifetime retirement income solutions through Highland Capital Brokerage, Inc. 

CBIZ, Inc. purchased the employee benefits and retirement book of business from Advantage Benefit Planning (ABP) of Pleasantville, New Jersey, effective December 30, 2011.

SPARK and The SPARK Institute were purchased from Robert Wuelfing and reorganized as a single non-profit, member-driven association.

 Granite Investment Advisors introduced The Granite Value Fund, an actively managed equity value fund.

The Plan Sponsor Council of America (PSCA) debuted a new website and education opportunities for members. 

Consensus is a new benchmarking tool to help retirement plan advisers gauge client satisfaction.

Great-West Retirement Services enhanced its websites for plan sponsor clients, advisers and third-party administrator (TPA) partners.   

Research indicates that having employer-sponsored retiree health benefits could encourage workers to retire before age 65.

Ariel Investments launched two all-cap no-load mutual funds.

MassMutual's Retirement Services Division has launched MassMutual Barings Dynamic Allocation Fund, the latest addition to the MassMutual Funds families.

Sentinel Benefits & Financial Group (SBFG) released a tool for participants to use on personal mobile devices.