Products

New tool from Jackson and Morningstar offers advisers the ability to create client-specific tax illustrations in real time. 

In partnership with Pershing LLC, “we are now allowing partners to deliver advice not only across DC plans but to retail investors,” says Rob Foregger, co-founder of NextCapital.

A Pennsylvania TPA, the Paragon Alliance Group, has rolled out a website with enhancements to make its website more mobile-friendly.

A substantial rebranding and website redesign underscore the transformation to TIAA, with its simpler, more customer-centric vision.

OneAmerica has made available to plan sponsor clients Worksite Financial Solutions’ Employee Transition and Engagement Solutions.

National retirement plan advisory firm Cafaro Greenleaf has announced a new strategic partnership with InHub, which specializes in digitizing and streamlining the vendor search and RFP process.

Guardian Insurance and Annuity Company is partnering with Brinker Capital Destinations to deliver a new CIT-based qualified default investment alternative to retirement plan clients.

The new "Grow Your Savings" calculator shows the effect of increasing contributions to retirement plans and compound interest on savings.

The retirement plans division of Ameritas Life Insurance Corp. announced the launch of Ameritas GPS, a “fully transparent mutual-fund based retirement platform.”

The Retirement Resource Desk from IFP Plan Advisers will provide specialist support in the areas of advisory practice management, reporting and business development. 

Users of the web-based retirement planning platform RetireUp are now able to model and illustrate fixed-income annuities from Allianz Life Insurance Company directly within client retirement income models. 

Pershing LLC announced the addition of two new recordkeepers as part of the continued expansion and enhancement of its Retirement Plan Network.

Retirement plan advisers can assist plan sponsors in boosting awareness of the Saver’s Credit.

The Social Security guide and 2016 Medicare booklet can help with retirement planning.

Money Intel announced the launch of a 401(k) platform specifically designed for small- and medium-sized businesses and their employees.

A new managed account approach from Stadion Money Management reflects some key changes in industry thinking adopted since the Pension Protection Act popularized aggressive use of the QDIA....

Rocaton and Penbridge Partner for pension de-risking services, while Ascensus announces new adviser website capabilities. 

The firm has launched a redesigned Workplace Retirement site.

Plan Review allows advisers to use demographics to target education opportunities.

S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds; and Beaumont Capital reveals a defensive TDF alternative.