Products

Prudential Adds Variable Investment Options to COLI Product

Prudential Financial, Inc. has come out with a group of variable universal life insurance contracts for informally funding nonqualified benefit plans, including Supplemental Employee Retirement Plans (SERPS) and Deferred Compensation Arrangements.

InterOcean Sets Course with Fiduciary Compass

The Retirement Services division of InterOcean Wealth Management has formally introduced a new fiduciary protection service for retirement plan sponsors called The Fiduciary Compass.

Calvert Launches International Fund

Socially responsible mutual fund firm Calvert has launched a new fund that seeks long term capital appreciation by investing primarily in non-U.S. small-cap and mid-cap stocks both in the developed countries and emerging markets.

New York Life Program Helps Employers Tailor Retirement Planning

New York Life Investment Management’s retirement plan services division has come out with a program to help employers better understand workers’ retirement planning behavior by categorizing plan participants into six segments.

Principal Develops Plan Tools for Growing Businesses

Principal Financial Group has released a program that gives fledgling businesses some of the same retirement plan tools available to large plans, such as flexible participant services and retirement savings options.

Transamerica Adds Five Fund Choices

Transamerica Retirement Services has announced the addition of five investment choices from two fund families – Thornburg Securities and Fred Alger&Co., Inc.

AXA Equitable Enhances Variable Annuity Offering

AXA Equitable Life Insurance Co. has enhanced its Accumulator series of variable annuities, including an expanded choice of "living benefits" and the unbundling of optional income and death benefits.

New 529 Data Reports Aid in College Savings Planning

Money Management Executive (MME) has announced the release of comprehensive, unique 529 reports to help mutual fund companies, financial advisers, and their clients more accurately plan college savings.

SSgA Announces Fixed Income ETFs

State Street Global Advisors (SSgA) has announced five new fixed income SPDRs exchange-traded funds (ETFs) that will begin trading on the American Stock Exchange on Wednesday.

ING Offers Online Rollover Wizard

ING has announced a change in its Rollover Wizard tool to help employees roll over money from their ING employer-sponsored retirement plan into an ING Express Individual Retirement Account (IRA), completely online.

Vanguard Files for Fifth International ETF

The Vanguard Group announced that it has filed a registration statement with the Securities and Exchange Commission (SEC) for its fifth international ETF.