Products & Services

USAA Life Insurance Cos. has announced a new immediate income annuity, the Guaranteed Retirement Income Plan.

Retirement plan provider Retirement Desk is offering a no-cost fee benchmarking service for advisers and sponsors. 

Fiduciary Benchmarks' Defined Contribution Plan Design Optimization Service provides an analysis of the impact of key plan design parameters on employee retirement readiness.

Aite Group concludes that advisers who manage their clients’ assets directly are in a better position to take immediate action when markets show volatility.

Putnam Investments has launched the Putnam Short Duration Income Fund, which seeks to combine characteristics of both money market funds and ultra-short bond funds.

Russell Investments has launched its first international equity factor exchange-traded funds (ETFs).

Lincoln Financial Group is making its mutual fund-based, net asset value (NAV) retirement solution, Lincoln Alliance, available to small-to-mid-sized retirement plans.

Raymond James has formed a partnership with Actiance to provide its financial advisers access to social media tools including LinkedIn, Facebook, and Twitter. 

Charles Schwab has unveiled several enhancements to its technology offerings that support independent registered investment advisers (RIAs) at its annual conference in San Francisco.

SunTrust Banks, Inc. launched an enhanced version of PlanLink, its online access point for employees of SunTrust’s Institutional 401(k) clients. 

Charles Schwab has made several key enhancements to its Schwab EquiView recordkeeping system and Equity Award Center Web site.

The Retirement Income Solutions division of Sun Life Financial has launched the Sun Life Solutions Variable Annuity and the Sun Income Vision Living Benefit. 

The Platinum 401k multiple employer plan program will now include a retirement income option from The Hartford.

The Principal has produced a small-plan market tool kit that offers resources to help financial professionals tap into a growing market segment and build their practices with diversified...

Vanguard plans to introduce two international bond index funds, which represent the company’s first international fixed income offerings for U.S. investors.   

American Century Investments is rolling out three alternative portfolios: Core Equity Plus, Disciplined Growth Plus, and Market Neutral Value.  

eMoney Advisor, a provider of Web-based wealth management and planning solutions for financial advisers, has launched Ask eMoney, an online community for advisory firms.   

A new Web site is offering financial advisers social media support, intended to increase their client base.   

IRA Financial Group has produced a guide covering the rules of operating a solo 401(k) plan, which is available for free to clients.

TD Ameritrade announced an integration of Saleforce customer relationship management (CRM) software, along with other third party systems, into its Veo adviser platform.