Products

The American College of Financial Services launched a redesigned chartered financial consultant (ChFC) designation program featuring new courses and content that better reflects today's financial planning challenges.

Fidelity Investments has launched an initiative to help employers evaluate and improve the retirement readiness of their employees.

New York Life Retirement Plan Services has released an interactive Retirement Readiness Dashboard to help 401(k) plan sponsors and plan advisers better gauge the effectiveness of their plans.

Evanston Capital Management has released its Evanston Alternative Opportunities Fund.

American National Bank of Texas (ANB) has teamed up with several firms to offer a retirement plan services solution known as the Select Open Architecture Retirement (SOAR) program.

The companies of OneAmerica have launched OneCheck, a set of retirement plan health monitoring tools and reports for participants and sponsors.

MassMutual Retirement is partnering with BlackRock to introduce a customizable, lower-cost alternative to managed accounts for use in defined contribution (DC) retirement plans, called MassMutual Managed Allocations.

RiversEdge Advanced Retirement Solutions announced its mobile application is now available to retirement plan participants whose accounts are recordkept by the company.

A manager of managers approach may help defined contribution (DC) plan sponsors offer more diversified investment options to participants without overwhelming them with too many options or increasing...

Cambridge Investment Research announced two new partnerships that bring expanded client service capabilities to the firm’s independent advisers.

MFS Investment Management has released the MFS Managed Wealth Fund, a flexible equity fund that seeks to provide capital growth with moderate volatility.

Whether a target-date fund (TDF) series is considered “to” or “through” retirement is not the appropriate basis for determining its peers for comparison, contends Cammack Retirement Group.

Registered investment advisory firm Redhawk Wealth Advisors has partnered with online investment advice provider Jemstep to deliver digital investment advice solutions under the Redhawk Online Advisor brand.

The Oppenheimer Emerging Markets Innovators Fund (EMIAX) will be available to retirement plans at the end of June.

OneAmerica will acquire City National Bank’s San Diego-based retirement services recordkeeping business.

 J.P. Morgan Asset Management has launched its first exchange-traded fund (ETF), JPMorgan Diversified Return Global Equity.

BlackRock has added two new strategies to its series of LifePath target-date funds (TDFs) that apply principles from the firm’s latest research into glide path investing.

The Retirement Plan Exchange is designed to reduce administrative burdens on plan sponsors.

FCRC Apps, the technology developer behind eFiduciary.net, has added the new “SkyBoks” document upload and management feature to its suite of Web-based fiduciary governance tools.

J.P. Morgan Retirement Link, the firm’s retirement plan administration solution for small and mid-size employers, has gone mobile with a new iPhone and Android application.