Products

Advisers can put their proficiency in alternative investments to the test with the Fundamentals of Alternative Investments Certificate.

The International Foundation of Employee Benefit Plans (IFEBP) will recognize the importance of financial wellness and retirement security on the 10th annual National Employee Benefits Day, April 2.

The ADP Mobile Solutions application, which allows people to access their retirement account information via smartphones, is now available in the Amazon Appstore.

Alliance Benefit Group (ABG), a network of 14 regional consulting and financial services firms, launched the 401(k) Choice platform for broker/dealers and financial advisers working with retirement plans.

PlanPilot, a retirement plan services consulting firm, is offering a new plan design database that supports higher education retirement plans.

Retirement plan technology providers fi360 and Castle Rock Innovations launched a collaborate solution that combines the firms’ various data technologies and adviser tool sets.

Pensionmark Retirement Group recently launched its Employer Document Vault, an enterprise-level document storage system that can manage thousands of client records and millions of documents.

America’s Best 401k, a retirement services provider specializing in the small and mid-sized market segments, engaged investment advice provider Jemstep to bring online advice solutions to plan clients.

New indices released by Thomson Reuters offer liquid access to and performance analysis of the U.S. private equity industry.

Fidelity Investments made its workplace benefits application, NetBenefits, available to iPad and iPad Mini mobile tablet users.

A new education program from State Street Global Advisers (SSgA) offers financial professionals nearly 30 short courses on how to incorporate exchange-traded funds (ETFs) into investment portfolios.

Following best practices can secure an extra 3% in net returns for the clients of advisers, according to Vanguard Advisor.

OTB Strategic Consulting, Inc., a business advisory firm, has launched The FIRE System, an online 401(k) self-assessment tool for plan fiduciaries.

With the second release of its Audience of One program, J.P. Morgan Retirement Plan Services hopes to deepen engagement with participants through tailored messaging and robust data technology...

The focus on comparison rather than outcomes is misguided, and comparing one plan to another can be pointless, says Josh Itzoe, partner and managing director of Greenspring Wealth...

Employee benefits and insurance services provider National Financial Partners Corp., known as NFP, unveiled the EXEC360 platform to help advisers run non-qualified deferred compensation (NQDC) plans.

Four years after the launch of its Lifetime Income Analysis experience, participants in Putnam Investments-administered 401(k) plans continue to take significant steps forward in increasing their level of...

Insurance and financial services firm Nationwide Financial has integrated LPL Financial LLP’s Worksite Financial Solutions platform into its 401(k) products.

The portfolio consulting group of Envestnet Inc. launched a new multi-manager portfolio series called the Liquid Endowment Portfolios, designed to address rising correlations across asset classes.

Inspired partly by the way Amazon understands and uses customer behaviors, Fidelity Investments rolled out a suite of tools and technologies with a heightened focus on outcomes.