A new white paper from the Principal Financial Group helps financial professionals guide their clients to a personalized retirement income strategy, the company said.
The Hartford’s Retirement Plans Group introduced the “No Gaps Four-Point Sales System†to help advisers sell the company’s qualified plans as part of their retail sales initiative.
ExpertPlan partnered with Morningstar Investment Services to launch ExpertNvest, an investment management program providing fiduciary relief for 401(k) sponsors.
MassMutual’s Retirement Services Division introduced a tool allowing employers and advisers to make plan-specific investment options available to participants based on a target retirement date and/or investment objective.
Morningstar has added two categories and one broad asset class to its proprietary classification system for mutual fund portfolios domiciled in the United States.
Barclays Global Investors (BGI) and 529 plan administrator Upromise Investments, Inc., introduced a 529 college savings plan designed with portfolios that invest exclusively in BGI's iShares exchange-traded funds...
USAA launched a new family of five Target Retirement funds with costs it says are 47% below the latest comparable Lipper category expense ratio average.
MetLife Resources has enhanced its suite of solutions for 403(b) plans not subject to the Employee Retirement Income Security Act (ERISA) with the launch of ExpertSelect.
PIMCO filed documents with the Securities and Exchange Commission (SEC) to launch its first bond exchange-traded fund (ETF), according to published reports.
Paradigm Asset Management Co. LLC, announced the development of an All Cap Core Opportunistic Strategy created to offer unconstrained exposure to a broad range of investment opportunities by...
Westport, Connecticut-based WealthNotes Capital Management launches an exchange-traded note (ETN) tracking the performance of the S&P 500 130/30 Total Return Strategy Index.