Products & Services

ExpertPlan has completed a 2,000 retirement plan conversion for Sterling Trust Company.  

Newkirk has developed two communication tools to assist plan sponsors with participant fee disclosures.   

Retirement Desk, a firm specializing in small and mid-sized retirement plans, is offering an investment management solution. 

RSI’s Retirement Plan DecisionDesk will enable employers to help employees roll their savings from a previous retirement plan into their current plan.

MetLife Mature Market Institute has released a free consumer retirement planning guide, The MetLife Tips for Types Workbook.  

Matthews International Capital Management, LLC, has expanded its fund lineup to include the firm’s first dedicated fixed income investment strategy. 

Deutsche Bank and Invesco PowerShares Capital Management, LCC launched two exchange-traded notes (ETNs).   

Dynasty Financial Partners and Envestnet have collaborated on a new wealth-management platform, supported with research from Callan Associates.

New York Life Retirement Plan Services has made enhancements to its plan sponsor and adviser websites, providing clients a full overview of their plans' health.

William Blair Funds launched the William Blair Macro Allocation Fund on November 29. 

Eighty-two percent of small business owners believe that employees should have a pension benefit for life. 

Nationwide Financial is introducing a healthcare assessment tool designed to help financial advisers weave healthcare costs into a discussion about retirement planning.  

State Street Global Advisors (SSgA) announced the SPDR Barclays Capital Short Term Treasury ETF and the SPDR Barclays Capital Investment Grade Floating Rate ETF began trading on the...

The Hartford has introduced two fixed index annuities. 

Morgan Stanley Smith Barney has made enhancements to its consulting capabilities for defined contribution plans. 

Dow Jones Indexes launched the Dow Jones RBP U.S. Small-Cap Index. 

Charles Schwab has redesigned its educational website for personal finance. 

UBS Wealth Management Americas (WMA) is adopting a new mobile technology strategy for its financial advisers, called UBS FA Mobile.  

A recently introduced tool from Fiduciary Benchmarks seeks to help plan sponsors optimize their plan design and improve their participants’ retirement readiness.

Transamerica Retirement Services has expanded the core investment platform offered to company-sponsored retirement plans with the addition of 38 stock and bond investment choices.