Products & Services

Principal Funds is launching the Web site Preferredsecurities.com as a place for advisers to learn about the potential of investing with preferred securities.  

The TIAA-CREF Lifecycle 2055 Fund is designed to meet the needs of investors who are currently18 to 22 years old and plan to retire in or around 2055.

The Windham Investment Risk Cycle strategy was designed to measure the interactions between global markets and determine how fragile one may be.

For employees with stock options or nonqualified deferred compensation (NQDC) plans at work, myStockOptions.com and myNQDC.com are offering guidance on how to successfully save for college.

PNC Institutional Investments has expanded its relationship with Morningstar Associates to offer managed accounts in its defined contribution (DC) platform.

TIAA-CREF has collaborated with the Center for Due Diligence (CFDD) and PlanTools to create the Advisor Network.   

A recently published white paper from MetLife offers guidance for advisers about how to help clients transition from the accumulation phase to the drawdown phase in retirement.  

Minnesota Life recently added two Ivy Funds Variable Insurance Portfolios (VIPs) to Waddell & Reed Advisors' products. 

VALIC is introducing Plan Essentials, a comprehensive platform of investment products and services in partnership with Mesirow Financial.

ING has expanded its fiduciary services to help defined contribution plan sponsors better navigate their responsibilities under the Employee Retirement Income Security Act (ERISA).

Putnam has introduced an iPhone application allows participants to find savings opportunities through comparison shopping, and then immediately direct that savings to their 401(k) account.

Fiserv, Inc. will be integrating Morningstar analytics and data into its front-office Financial Advice Solutions, providing advisers retirement income modeling, and financial planning.

FiduciaCare, an online solution for defined contribution plan sponsors and their advisers, is being offered on the Mid-Atlantic Trust Company platform.

IndexIQ has launched the IQ Japan Mid-Cap exchange-traded fund (ETF), which is dedicated to providing access to Japan’s mid-cap stock sector. 

Guggenheim Funds Distributors is bringing to market two actively managed exchange-traded funds (ETFs), which seek to offer access to the fixed income marketplace.

Global X Funds has released the Global X Farming exchange-traded fund (ETF), with the ticker: Barn. 

J.P. Morgan Retirement Plan Services (RPS) has launched an online social media forum for plan sponsor clients, called Voice of the Community. 

Loring Ward Total Retirement (LWTR) will provide advisers the ability to work with a range of retirement plan solutions.

Matthews International Capital Management, LLC, adviser to the Matthews Asia Funds, has launched an extension of its fund lineup to include a portfolio dedicated to investing in small,...

PlanTools has completed its “Revenue Sharing Database,” which houses and automates the disclosure of open architecture and group annuity revenue sharing agreements.