Products & Services

Mutual of Omaha has enlisted the help of Charles Epstein, the creator and “coach” of “The 401k Coach” program, to provide advisers with training and business support.

Newkirk announced the availability of an enhanced QDIA Notice Service.

kasina and Horsesmouth found that advisers appreciate well-constructed value-added programs because they often lead to business growth.   

A 25-piece kit from Bank of America (BofA) Merrill Lynch is designed to help financial advisers deliver flexible retirement and benefit plan services to corporate clients.

The expanded Retirement Education Portal from the Principal Financial Group offers financial professionals access to an online library focused on retirement income planning, in addition to tools and...

The American Society of Pension Professionals & Actuaries (ASPPA) and the Centre for Fiduciary Excellence (CEFEX) have announced changes to their service provider certification program.

Lincoln Financial has contracted with DST Retirement Solutions, a provider of retirement plan recordkeeping software, to enhance its recordkeeping and administrative services platform for plan sponsors, participants, and...

T. Rowe Price will be rolling out a new value-add series called “Pitch Points” to better serve the defined contribution (DC) adviser market.    

Russell Investments has launched a new series of benchmarks to reflect the global frontier market.

State Street Corporation has enhanced its wealth manager services capabilities.

Charles Schwab has created a Twitter account specifically designed for independent registered investment advisers (RIAs).

American Pension Services is introducing a 413(c) multiple-employer defined contribution plan, called “The Platinum 401k” program.   

Putnam Investments has announced the nationwide availability of Putnam 529 for America, its new adviser-sold 529 college savings plan.

Plan Fiduciary Services, Inc. is sponsoring the Affiliated Employers Retirement Savings Plan, a multiple-employer plan it says will lower plan administration costs.

Windham Capital Management revealed the “Windham Tactical Portfolio,” an active asset allocation strategy that uses proprietary risk measures to control exposures throughout market cycles.

Retirement Plan Advisory Group (RPAG), a national independent retirement plan practice management, firm has enhanced its proprietary Scorecard System with the addition of Overlap, a holdings-based fiduciary analysis...

National Financial, a Fidelity Investments company and provider of custody and clearing services to broker/dealers, announced a suite of fee-based trading capabilities into its Streetscape brokerage workstation.

The SPARK Institute has released final information sharing standards and data records for lifetime income solutions that are used in retirement plans.

At the PLANADVISER National Conference in Orlando last week, the panelists were unanimous: it’s not a matter of “if,” but rather “when” retirement income products become mainstream.

The “Model Manager Exchange” (MMX) currently features 150 portfolios from 35 financial professionals.