Products

The Retirement Advisor University (TRAU), a collaboration with UCLA Anderson School of Management Executive Education, has formed The Plan Sponsor University (TPSU). 

Two new offerings from Manning & Napier offer income through investments in equities, fixed income and real estate.

LiveWell Models, a series of risk-based asset class model portfolios created for the LiveWell Retirement Series, were introduced by Sammons Retirement Solutions Inc.

Goldman Sachs Asset Management LP (GSAM) has repositioned the Goldman Sachs Balanced Fund as the Goldman Sachs Income Builder Fund (Class A Shares: GSBFX).

What do crash test dummies talk about when they’re not crash-testing vehicles? Apparently they share tips on saving for a secure retirement.

ING U.S. Investment Management introduced a customizable liability-driven investing (LDI) collective trust solution to assist plan sponsors with matching assets to future benefit payments.

SCI Companies enhanced its 401(k) solutions in an effort to increase participation rates for its clients.

Mesirow Financial’s Investment Strategies group is hosting a series of educational webinars titled “Fiduciary Responsibilities and Outsourcing Options.”

CPI Qualified Plan Consultants Inc. combined its six regions into three divisions: Northeastern, Central/Southeastern and Western.

 Client360° Trading, a new platform for the firm’s Client360° suite of tools, was rolled out by Commonwealth Financial Network, a registered investment adviser.   

Fidelity Investments has launched Plan for Life, an enhanced retirement planning solution.

Securian has added a QR (quick response) code to retirement plan participants’ quarterly account statements and envelopes.

The Russell Multi-Strategy Alternative Fund and the Russell U.S. Strategic Equity Fund were introduced by Russell Investments. 

 The Value Line Asset Allocation Fund (VLAAX) has been added to the Schwab Mutual Fund OneSource Select List.   

Wells Fargo Retirement announced enhancements to its service that measures the effectiveness of employer-sponsored retirement plans.

Custodia Financial launched Protect My 401(k) Loan, a campaign to raise awareness of 401(k) involuntary loan defaults, and introduce a solution.

The financial services provider Securian enhanced its Book of Business tool to allow advisers to see their Securian accounts from a number of angles.

Fiduciary Benchmarks (FBi) will provide 408(b)(2) summary disclosure documents and independent third-party benchmarking to ExpertPlan’s 16,000-plus clients.

Plan sponsors are preparing for the first participant fee disclosures to be issued by August 30.

Determining cash flow and examining fixed expenses are crucial in achieving retirement readiness, according to financial advisory firm’s “90/70/30” Rule.”