Products & Services

PNC Institutional Investments has expanded its relationship with Morningstar Associates to offer managed accounts in its defined contribution (DC) platform.

TIAA-CREF has collaborated with the Center for Due Diligence (CFDD) and PlanTools to create the Advisor Network.   

A recently published white paper from MetLife offers guidance for advisers about how to help clients transition from the accumulation phase to the drawdown phase in retirement.  

Minnesota Life recently added two Ivy Funds Variable Insurance Portfolios (VIPs) to Waddell & Reed Advisors' products. 

VALIC is introducing Plan Essentials, a comprehensive platform of investment products and services in partnership with Mesirow Financial.

ING has expanded its fiduciary services to help defined contribution plan sponsors better navigate their responsibilities under the Employee Retirement Income Security Act (ERISA).

Putnam has introduced an iPhone application allows participants to find savings opportunities through comparison shopping, and then immediately direct that savings to their 401(k) account.

Fiserv, Inc. will be integrating Morningstar analytics and data into its front-office Financial Advice Solutions, providing advisers retirement income modeling, and financial planning.

FiduciaCare, an online solution for defined contribution plan sponsors and their advisers, is being offered on the Mid-Atlantic Trust Company platform.

IndexIQ has launched the IQ Japan Mid-Cap exchange-traded fund (ETF), which is dedicated to providing access to Japan’s mid-cap stock sector. 

Guggenheim Funds Distributors is bringing to market two actively managed exchange-traded funds (ETFs), which seek to offer access to the fixed income marketplace.

Global X Funds has released the Global X Farming exchange-traded fund (ETF), with the ticker: Barn. 

J.P. Morgan Retirement Plan Services (RPS) has launched an online social media forum for plan sponsor clients, called Voice of the Community. 

Loring Ward Total Retirement (LWTR) will provide advisers the ability to work with a range of retirement plan solutions.

Matthews International Capital Management, LLC, adviser to the Matthews Asia Funds, has launched an extension of its fund lineup to include a portfolio dedicated to investing in small,...

PlanTools has completed its “Revenue Sharing Database,” which houses and automates the disclosure of open architecture and group annuity revenue sharing agreements.

Steven Harding, formerly of Independent Fiduciary Services (IFS), has started P2E Consulting Group LLC.

Russell Investments has launched what it says is the first comprehensive series of Factor exchange-traded funds (ETFs), designed to help investors manage significant risk factors within their portfolios.

Nationwide Financial is introducing IncomeInsight, a resource for advisers to use when exploring a variable annuity with a lifetime guaranteed minimum withdrawal benefit option for clients’ retirement portfolios....

New York Life Investments has developed the Guaranteed Interest Pension Account (GPA) to help mid- and large-size corporate pension plan sponsors and their advisers manage near-term liabilities.