Products & Services

The Greenwich Roundtable released a white paper discussing how investors can manage complexity of alternative investments to improve their returns.

ADP has launched the ADP ACCESS FlexAccount, a plan-level administration tool designed to give 401(k) plan sponsors greater flexibility in paying plan fees and expenses.

Gold Bullion International (GBI) and The Kingdom Trust Company are collaborating on a physical precious metal alternative investment offering for financial advisers and investors.  

State Street Global Advisors (SSgA) published a white paper outlining tax-management strategies for advisers to implement with clients before the year is out.  

MassMutual Retirement Services launched RetireSmart TV, a series of online videos covering a range of financial topics, featuring Farnoosh Torabi.

A revised handbook for multiemployer plan trustees and administrators has been released from the The International Foundation of Employee Benefit Plans.

The IRA Financial Group, creators of the Self Directed IRA LLC program, has expanded its real estate program to include international investments.

Amerivest Investment Management, a subsidiary of TD Ameritrade, has launched Amerivest Supplemental Income Portfolios powered by Morningstar Associates. 

Principal Funds has launched the Principal Global Multi-Strategy Fund, designed with risk-adverse near-retirees in mind.  

CPI Qualified Plan Consultants has added the mutual funds of Russell Investments to its retirement plan platform. 

Russell Investments has introduced a mobile application based on its adviser-facing website.

FiPath has launched FiPath for Advisors, an online marketing solution to help advisers generate leads.  

The Tax & Accounting business of Thomson Reuters has made a deal with Thompson Hine LLP to provide clients with custom retirement plans that meet IRS requirements. 

Commonwealth Financial Network has launched Investor360°, an online tool for investors to view multiple aspects of their portfolio.

AARP announced the launch of its Social Security Benefits Calculator, an interactive tool designed to help people make the decision about what is the best age to claim...

Lincoln Trust Company has launched the Advantage Plan, a pre-packaged, low-cost 401(k) solution geared toward small companies.

Morningstar, Inc. introduced forward-looking, analyst-driven global fund ratings for approximately 350 U.S. funds.  

Gosselin Consulting Group stresses the importance of understanding the different plan financing strategies on 401(k) plan participants in a recently published paper.

Prudential Retirement has launched a Web site that provides plan consultants, advisers, and sponsors multi-media content about retirement income.

Fidelity Investments has expanded its emerging markets fund offering with the Fidelity Total Emerging Markets Fund and Fidelity Emerging Markets Discovery Fund.