Products & Services

Putnam introduced its new online Wealth Management Center that features commentary on a variety of financial planning subjects, among other features.

MassMutual's Retirement Services Division announced improvements to its system for third-party administrators (TPAs) that automates and simplifies plan document processing.

The Companies of OneAmerica have launched Premier Trust for plans with assets of $5 million and above.

Putnam Investments announced that the total expense ratios across its four Absolute Return Funds have been reduced by as much as 54%.

Pulse Logic has published the results of the second of two studies on third-party administrators, analyzing performance benchmarks and best practices.

BofA Merrill Lynch Global Research introduced the Global Financial Stress Index (GFSI), a cross-market gauge of risk, hedging demand and investment flows.

J.P. Morgan Funds, the mutual fund arm of J.P. Morgan Asset Management, announced that J.P. Morgan Insights are now available as podcasts on iTunes.

AllianceBernstein has launched Secure Retirement Strategies (SRS), a target-date solution that provides guaranteed lifetime retirement income to participants of large defined contribution (DC) plans.

Prudential introduced the Prudential Protection Account in response to the financial crises and plan sponsors’ demand for products with built-in guarantees.

Pershing Advisor Solutions, a BNY Mellon company, will be hosting a series of practice management forums in Atlanta, Seattle, and Boston in the next few weeks.  

Working off the “unified managed household” (UMH) advice model, Envestnet says it has created the industry’s first advisory platform with integrated analysis, guidance, and reporting features.  

The Insured Retirement Institute (IRI) and RegEd are introducing the “Industry Wide Solution” for the National Association of Insurance Commissioners (NAIC) annuity suitability requirements. 

MassMutual's Retirement Services Division is introducing a new Web site it says is an "engine for action" for participants striving to plan and save for retirement.

Sustainable Asset Management (SAM) and Dow Jones Indexes announced the creation of the Dow Jones Sustainability World Enlarged Index (DJSI World Enlarged).

Nyhart, an Indianapolis-based independent actuarial and employee benefits consulting firm, announced what it calls standards for the Next Generation 401(k).

AllianceBernstein L.P. has launched the AllianceBernstein International Discovery Equity Portfolio. 

IndexIQ, a developer of index-based alternative investments, has partnered with institutional consultant Rocaton Investment Advisors.

E*TRADE Securities LLC expanded its retirement planning center, centralizing access to the free educational resources, planning tools, and products, the company announced.

MetLife is offering a new resource that provides employers and brokers with practical strategies for developing more competitive benefits programs for highly compensated employees.

Plan sponsors hoping for a simpler, easier way to satisfy the obligation to furnish summary plan descriptions (SPDs) to participants - are still hoping.