Callan Associatesâ€™ Trust Advisory Group will act as adviser to a series of target maturity collective funds designed for defined contribution plan participants.
The Depository Trust&Clearing Corporation (DTCC) has launched a redesigned service to streamline the gathering of fund prospectus information.
The Standard is making a new fee education campaign available to employees of its retirement plan clients.
CitiStreet has announced the rollout of an enhanced managed account service.
A partnership between Mutual of Omaha and Mesirow Financial will offer plan sponsors access to fiduciary services including investment guidance and monitoring, the companies announced.
Nationwide Financial Services, Inc. has kicked off a campaign to help plan sponsors and investment professionals take advantage of opportunities in the Pension Protection Act of 2006 (PPA).
The Online 401(k) has partnered with E-chx Inc., to offer a combined 401(k)-payroll service.
BenefitStreet Inc. has introduced a new 401(k) platform that will enable investors to choose both exchange traded funds (ETFs) and mutual funds in the same plan.
AllianceBernstein Investments, Inc. has launched a program that allows financial advisers to leverage proprietary AllianceBernstein research to conduct targeted 401(k) plan evaluations that correspond to the needs of plan sponsors.
Financial Advisors Legal Association, a national industry defense and education provider for financial professionals, has announced the rollout of a comprehensive errors and omissions insurance policy designed specifically for individual financial professionals, broker/dealer and registered investment adviser (RIA) firms.
Wealth management solutions provider Envestnet Asset Management is partnering with Business Logic Corporation, a financial software provider, to offer a unified retirement solution for retirement plan providers, financial advisers, and sponsors.
Securian Retirement has come out with target-date funds that use an employeeâ€™s age rather than their expected retirement age.
Sustainable Asset Management (SAM) is expected to make its Sustainable Water, Sustainable Climate, and Global Sustainability strategies available to U.S. institutional and retail investors by the end of the year.
Mutual of Omaha now offers employers in the state of New York a portfolio of retirement services that includes, among other things: 401(k) plans, target date funds, and investment performance and monitoring.
Merrill Lynch has revamped its retirement Web site and has kicked off a month of national, Web-based promotions to draw attention to it.
Fiserv Investment Support Services is now offering collective investment funds (CIFs) as an option for retirement plans.
Prudential Retirement has added two mid-cap growth institutional sub-advised funds to its investment platform.
Lincoln Employer Markets, a division of Lincoln Financial Group, is partnering with Ibbotson Associates to offer the Lincoln Ibbotson Insight Series of funds to its defined contribution clients.
Retirement plan products and services provided by The Standard will now be sold under the Mainspring Retirement Plan Solutions name.
A booklet from Putnam Investments is expected to help individuals analyze their current retirement savings, figure out whether they are on track and, if they are not on track, how to close any shortfall.