Products June 29th, 2015 Portfolio Service Helps RIAs Enter Institutional Market Charles Schwab released an automated investment management platform to help RIAs reach new market segments.
Products June 26th, 2015 John Hancock Offers LPL’s Advice Tool Web-based, it also enables participants to engage with an adviser directly.
Products June 26th, 2015 Advisers Must Reconstruct Sponsors’ Retirement Plans Axia Advisory urges advisers to introduce best practices.
Products June 25th, 2015 Morningstar Compares Active vs. Passive Performance The inaugural Active/Passive Barometer report shows that passive investing trumps active.
Products June 25th, 2015 CLS, Riskalyze Roll Out Autopilot An automated asset management platform from CLS Investments and Riskalyze is now live.
Products June 24th, 2015 Paycor Unveils 401(k) Plan Administration Service Cloud-based benefits solutions provider Paycor launched a new support service for 401(k) plans.
Products June 23rd, 2015 S.F. Firm Rolls Out Simplified 401(k) Solution ForUsAll has created a simple and inexpensive 401(k) product for small businesses with 3(16) and 3(38) fiduciary services.
Products June 23rd, 2015 Manning & Napier Releases QDIA Sync The new tool accounts for plan demographics in TDF selection.
Products June 17th, 2015 BNY Mellon Raising Commitment to DC Plans Launches new publication for sponsors and advisers.
Products June 17th, 2015 State Street Publishes DC Plan Resource for Multi-Nationals The paper provides insights to help multi-national companies with defined contribution plans (DC) in different countries.
Products June 16th, 2015 Pensionmark Introduces Custom TDFs The funds aim to provide returns in line with market indexes.
Products June 16th, 2015 LifeLock Offers 401(k) Identity Protection A new service scans for unauthorized withdrawals and transfers from 401(k) accounts.
Products June 10th, 2015 Franklin Templeton Expands TDF Series The firm has added a 2055 fund to its target-date fund series.
Products June 9th, 2015 MassMutual Launches New Benefits Guidance Tool The employee benefits guidance tool aims to help retirement savers make important financial decisions.
Products June 4th, 2015 TRA Debuts All-Platform-Friendly Website Through responsive Web design, the TRA website delivers full functionality and content across multiple devices.
Products June 4th, 2015 PSNC 2015: Plan Decumulation Strategies and Products Income products are a hot topic for the retirement plan industry.
Products June 3rd, 2015 Franklin Templeton Premieres Payout Fund Series The five-fund lineup offers a flexible drawdown solution.
Products June 3rd, 2015 AB Rolls Out Multi-Manager Target-Date Series The AB Multi-Manager Select Retirement Funds, a new target-date series from AllianceBernstein, is co-managed with Morningstar Associates.
Products June 2nd, 2015 New Retirement Plan Program Targets Not-for-Profits A workplace solution from Transamerica and Merrill Lynch expands offerings for 403(b) clients.
Products May 28th, 2015 Transamerica App Could Boost Participant Engagement Transamerica Retirement Solutions has updated My TRSRetire, its mobile application for participants.