Products

The Principal has launched a new program that is designed to help plan sponsors save time and money, and reduce the burdens of retirement plan administration.

Still River Retirement Planning Software, Inc. has launched a simplified, free version of its RetirementWorks II financial software for retirees and near-retirees.

MassMutual's Retirement Services Division has enhanced its investment offerings in its target date (lifecycle) and lifestyle (risk aware) categories to “better serve retirement plan market...

Hennion & Walsh expanded its line-up of proprietary SmartTrust Unit Investment Trust (UIT) portfolios, for a total of 18.

The Rosenbaum Law Firm P.C., specializing in retirement plan costs, design issues, and liability concerns, has formed a partnership with BrightScope to create the "Retirement Plan...

Participants with retirement plan accounts through the Principal Financial Group will now be able to access their account information on the go with Principal Mobile.

Retirement plan provider REDW Benefits, LLC has become the newest member of Alliance Benefit Group (ABG), which has more than 700,000 retirement participants in 8,000 plans.

Vanguard announced that it will expand the availability of its Admiral Shares with six additional domestic and international equity index funds.

Nationwide Funds Group is rolling out the Nationwide Alternatives Allocation Fund (NWAAX), a mutual fund offering seven alternative asset classes.

Former Russell Investments Portfolio Managers Chris Tessin and Dennis Jensen have launched Acuitas Investments, LLC, a Seattle-based boutique investment firm offering multi-manager solutions. 

BNY Mellon has launched Workbench Mobile, an iPad app enabling the firm’s institutional clients to authorize instructions and securely access key reports and account information.

FCRC Apps, LLC, a software development firm, is releasing version 3.0 of its Web-based application, eFiduciary.net.  

The U.S. Women’s Chamber of Commerce (USWCC) is launching several financial and business service enterprises, including a Multiple Employer Plan for female small-business owners.

UBS Investment bank has released two ETRACS IPO exchange-traded notes (ETNs) that are linked to the performance of the UBS Internet IPO Index.

The SPARK Institute has released a draft of data standards for investment product providers and recordkeepers to help them fulfill their part of the upcoming fee disclosure rules.

Fiduciary Management Associates (FMA), a Chicago-based institutional investment manager, launched its Small-Mid (SMID) Cap Value Equity Strategy.

MetLife wrote a paper to help plan sponsors understand their new obligations regarding investment-related performance and fee information disclosures to participants of ERISA plans.

Principal Financial Group is introducing The Principal Warranty, designed to help financial professionals, third party administrators (TPAs) and plan fiduciaries manage potential risks.

Forward Management, LLC, is introducing a no-load “investor” share class for three of its real estate and infrastructure funds.

UBS Wealth Management Americas is rolling out a number of enhancements in its multi-year technology roadmap for the equity compensation plan services business.