Products & Services

Morgan Stanley Smith Barney is offering a new service to help corporate clients track retirement eligibility dates and collect employment taxes from employees who receive restricted stock units...

RidgeWorth Investments launched a Web site dedicated to helping financial advisers learn how to use online tools to grow their business.

MetLife Resources has launched a redesigned Web site to help plan sponsors and participants better plan for retirement. 

Transamerica Retirement Services has launched RetireTrack, a Web-based interactive and customizable retirement savings tools for retirement plan participants. 

Vanguard will offer a bundled 401(k) and profit-sharing plan service for companies with assets of less than $20 million through a partnership with Ascensus.

Jennifer A. Cooper, CFA, has established Diligence Review Corp. to meet the demand for specialty due diligence services.

To empower employers and provide them with actionable information about their plan participants’ retirement readiness, Putnam Investments is making its Lifetime Income Score available more broadly to the...

Cambria Investment Management has filed paperwork with the Securities and Exchange Commission (SEC) to market its own line of actively managed exchange-traded funds (ETFs).

Russell Investments is aiming to help plan sponsors have a better understanding of if their participants are saving enough for retirement with its new “Target Replacement Income” (TRI)...

Fidelity Investments is rolling out a fixed income market research and education site.

Fifth Third Bank announced changes to its retirement planning site in response to feedback it collected through surveys, focus groups, and other interactions with its 401(k) clients.

Nationwide Financial Services, Inc. has expanded its retirement plan offerings with a new product “designed by and for retirement plan specialist advisors.” 

The Profit Sharing/401(k) Council of America (PSCA) has released a three-course 401(k) Day campaign that encourages employers to promote the benefits of saving for retirement year-round.

ADP has established a Strategic Advisory Services group, dedicated to advising clients on their benefits administration services.

UBS Investment Bank introduced 12 ETRACS Exchange Traded Notes (ETNs) linked to the daily performance of an index in the S&P 500 VIX Futures Index Series, which began...

The Institutional Retirement Income Council (IRIC) is encouraging plan sponsors to begin offering plan participants more options for generating retirement income.

John Hancock Annuities has launched “Inflation Guard,” an annuity that combines a principal guarantee with the ability to help protect the purchasing power of retirement assets from the...

Charles Schwab has created Schwab Intelligent Integration solutions for independent registered investment advisers (RIAs). 

M&I Institutional Trust Services is rolling out PlanView, an interactive online enhancement that enables retirement plan sponsors and advisers to evaluate plan and participant metrics.

The SPARK Institute released its final version of data layouts for sharing investment-specific information for non-registered investment products that retirement plan administrators must disclose to participants under the...