Products

401kDIRECT scheduled an October 15 launch for its 401kDIRECT MAX Plan to be available for advisers, administrators, and plan sponsors.

Executor’s Resource launched EstateLogic, an estate and legacy preparation Web offering.

Securian Retirement is offering a plan participant education program focused on helping participants reduce debt and boost retirement savings.

Trust Builders, Inc., provider of educational solutions for retirement planning, made available a distribution strategy utilizing tax management to extend retirement income.

Advisor Software, Inc., announced that Pension Dynamics Corporation will make ASI Portfolio Forecaster available to 401(k) plan participants who are using the firm’s Web-based platform.

Rollover Systems Inc. (RSI), a Charlotte-based rollover management service provider, announced a services suite that it said will help advisers and plan sponsors terminate 401(k) plans.

OppenheimerFunds, Inc. (OFI) Retirement Services released a white paper about its Tru(k)ourse product, a tool to implement automatic plan provisions.

Calvert launched its latest sustainable and responsible investment (SRI) mutual fund, part of a new series of investment portfolios known as Calvert Solution Strategies.

Security Benefit is adding five mutual funds from American Funds to the SFR Program, a group retirement platform for 403(b)(7), 457(b), and 401(k) plans.

MasteryPOINT unveiled Plan Investment Plus (PIP), an online service it said will help advisers work with plan sponsors in meeting their obligation to review plan investments.

Natixis Global Associates (NGA) announced the launch of the Delafield Select Fund.

RSM McGladrey’s Retirement Resources will add the WisdomTree ETF 401(k) Platform to its existing retirement plan offering.

MetLife launched an online Income Annuities Guide.

Wells Fargo&Co. launched the Wells Fargo Advantage Social Sustainability Fund.

Standard&Poor’s announced the launch of the S&P U.S. Commercial Paper Index.

Everybody talks about the changing face of retirement, but a new index purports to help put a face on that changing face.

International Value Advisers, LLC (IVA) announced the launch of its inaugural mutual funds, IVA Worldwide Fund and IVA International Fund.

MSCI Barra launched the MSCI Frontier Emerging Markets Index and a more tradable proxy for this benchmark, the MSCI Frontier Emerging Markets APEX Index.

ExpertPlan, provider of private label recordkeeping solutions for the micro to small retirement plan market, will be adding defined benefit plans to its existing suite of retirement products...

TradePMR and Sterne Agee Financial Services (SAFS) announced the new Hybrid Advisor platform designed to serve both commission and fee-based clients.