Products & Services

A “Sample Glossary of Investment-Related Terms for Disclosures to Retirement Plan Participants” is available to help plan sponsors comply with new Department of Labor fee-disclosure regulations.  

Russell Investment’s Retirement Plan Architecture System takes a three-pronged approach to retirement plans: selling, implementing and servicing plans.

Diversified has introduced the next generation of its personalized retirement planning tool for participants.  

401k ProAdvisor is providing fiduciary reviews and cost analysis to assist retirement plan sponsors in evaluating upcoming fee disclosure information.

Nuveen Investments is launching a business development program for advisers looking to expand their practice into the defined contribution retirement plan space.

TIAA-CREF has launched the Global Natural Resources Fund.

Morningstar, Inc. has launched a sector classification system for the universe of fixed income funds. 

Genworth Financial has launched two index annuities, which allow consumers to allocate across five different crediting strategies based on individual needs and risk tolerances.

Security Benefit is launching SecurePoint Retirement, a 401(k) product with 3(38) investment management fiduciary protection from Mesirow Financial.

Fidelity Investments' clearing and custody company, National Financial, has announced a new myStreetscape portal.   

ExpertPlan has completed a 2,000 retirement plan conversion for Sterling Trust Company.  

Newkirk has developed two communication tools to assist plan sponsors with participant fee disclosures.   

Retirement Desk, a firm specializing in small and mid-sized retirement plans, is offering an investment management solution. 

RSI’s Retirement Plan DecisionDesk will enable employers to help employees roll their savings from a previous retirement plan into their current plan.

MetLife Mature Market Institute has released a free consumer retirement planning guide, The MetLife Tips for Types Workbook.  

Matthews International Capital Management, LLC, has expanded its fund lineup to include the firm’s first dedicated fixed income investment strategy. 

Deutsche Bank and Invesco PowerShares Capital Management, LCC launched two exchange-traded notes (ETNs).   

Dynasty Financial Partners and Envestnet have collaborated on a new wealth-management platform, supported with research from Callan Associates.

New York Life Retirement Plan Services has made enhancements to its plan sponsor and adviser websites, providing clients a full overview of their plans' health.

William Blair Funds launched the William Blair Macro Allocation Fund on November 29.