Products & Services

Great-West Retirement Services has developed a communications campaign to support 401(k) Day, an event that encourages employers to set aside some time to remind their workforce of the...

Morningstar Associates, LLC, has announced that USI Consulting Group is now offering managed retirement accounts through Morningstar Retirement Manager.

PenChecks is offering a new service to help sponsors carry out mandatory distributions into an IRA.

Millennium Trust Company, a provider of custody and IRA services, announced it has been selected as the custodian for John Hancock's plan termination solution.

Investment advisers who custody with Charles Schwab can now access a Web site boasting more intuitive tools to manage client accounts.

Advisors Trusted Advisor now offers the Roth 2010 Conversion Package, containing marketing tools, education materials, and a Roth conversion tool.

LPL Financial Corporation today launched its Retirement Plus Program as part of its efforts to beef up support for retirement plan-focused independent financial advisers.

Principal Financial Group said its new kit offers financial professionals marketing materials to identify and help clients through life events, such as retirement.

Akre Capital Management, LLC, has launched the Akre Focus Fund.

ThriveOn, Inc., has added Open Enrollment and New Hire Training modules to its online Benefits Learning Center solution.

A new whitepaper from Wealth2k says advisers should not ignore the Web in their retirement income communication strategies.

As Charles Schwab reports seeing an uptick in advisers going independent, the firm released a white paper to help advisers considering the transition.

Fidelity has launched a guidance program "to help investors better understand and consider fixed-income investments as part of their investment goals."

Standard & Poor’s Equity Research Services has added a new bond research portal to its MarketScope Advisor (MSA) platform.

The Hartford Financial Services Group, Inc., has introduced online information-sharing reports and automated data-sharing capabilities for third-party administrators (TPAs) to help 403(b) sponsors meet new requirements.

Tactical ETF Strategies, a division of Gerard Asset Management, LTD., will be available for employer-sponsored retirement plans effective October 1.

AXA Equitable Life Insurance Company announced its intent to participate in the Internal Revenue Service's (IRS) 403(b) prototype program.

No matter how tight your—or your plan sponsor clients'—budget is, the Profit Sharing/401k Council of America (PSCA) has materials available that will...

Wells Fargo & Company has announced the launch of the Wells Fargo Build America Bond Index. 

Prudential Annuities said its new Web site educates consumers about variable annuities in language that makes sense.