ShareBuilder 401k Unveils Fee Calculator Website
A new website from ShareBuilder 401k allows companies to calculate and compare 401(k) plan fees.
Products
KPMG and AxiomSL Partner to Offer PF Form Help
The tax firm KPMG LLP formed an alliance with Axiom Software Laboratories Inc. to address new regulatory requirements facing investment advisers, such as Form PF.
Wells Fargo Adds Lincoln Variable Annuity to Its Lineup
Lincoln Financial Distributors announced itsChoicePlus Assurancevariable annuity was added to Wells Fargo Advisors LLC’s advisory variable annuity program.
Investor Communications Firm Unveils Mailbox for Advisers
Software app from Mediant Communications lets advisers monitor and view documents mailed to their clients to help them evaluate their importance.
F-Squared Rebrands and Updates Fixed-Income Indices
The asset manager F-Squared Investments upgraded its AlphaSector Fixed Income Indices.
Paychex Rolls Out App for Benefits Information
Paychex Inc. launched a mobile smartphone application giving employees access to personal payroll, benefits and retirement information.
Diversified Offers Guidance for Effective Plan Design
Diversified is offering a white paper of best practices for ensuring a plan sponsor’s retirement plan is designed to help employees achieve their savings goals.
Phoenix Companies Rolls Out Annuity and Planning Tool
The Phoenix Companies Inc. introduced a single premium fixed-index annuity for people approaching or already in retirement.
Neuberger Berman Rolls Out Mutual with Hedge Fund Strategies
Neuberger Berman Group LLC launched the Neuberger Berman Absolute Return Multi-Manager Fund with multiple sub-advisers on Monday.
FSI Launches App to Advocate for Regulatory Issues
The Financial Services Institute (FSI) launched a mobile application Monday to help financial advisers advocate on industry issues using smartphones and tablets.
Organization Launches Custom QDIA Association
The Center for Due Diligence (CFDD) created a qualified default investment alternatives (QDIAs) association to help advisers assess and understand target-date funds (TDFs).
Achaean Introduces Retirement Income Tools
Achaean Financial released two products for advisers and investors, Retirement Outcome and Income Plus+.
Prudential Rolls Out Mutual Fund with International Equities
Prudential Investments introduced the Prudential Jennison International Opportunities Fund.
Prudential Rolls Out Mutual Fund with International Equities
Prudential Investments introduced the Prudential Jennison International Opportunities Fund.
Exchange Traded Concepts Introduces ETF to Invest in Hedge Fund Equity Positions
The AlphaClone Alternative Alpha ETF (exchange-traded fund) aims to include exposure to alpha-generating equity positions, Exchange Traded Concepts LLC said.
NQDC Site Expands Continuing Education Courses
The publisher of the websites myStockOptions.com and myNQDC.com expanded its continuing education offerings for retirement planning professionals.
J.P. Morgan Launches Plan Design Guide
J.P. Morgan Asset Management introduced a tool to help retirement plan advisers facilitate conversations with plan sponsors about 401(k) plan design.
Morningstar Expands Databases to Help with Fee Disclosure
Morningstar expanded and standardized its managed product databases to help retirement plan advisers and sponsors comply with new participant fee disclosure requirements.
Palmer Square Launches Alternative Income Mutual Fund
Palmer Square Capital Management LLC unveiled the Palmer Square SSI Alternative Income Fund, which seeks absolute returns and a steady income stream.
SPARK Helps with Multivendor 403(b) Disclosures
The SPARK Institute created an Investment Provider Information Form for Multivendor 403(b) Plan Participant Disclosure.