Products & Services

Retirement Made Simpler (RMS) released an online toolkit to provide employers with step-by-step guidance for implementing 403(b) plan automatic features.

Primax Payment Systems partnered with Northeast Retirement Services and Union Center National Bank of Union, New Jersey to launch an optional service providing solutions for the administration and...

The Retirement Plan Advisory Group (RPAG) updated its adviser-centric Web site, Knowledge Center, with improved navigation and document storage.

The Vanguard Group unveiled an international real estate index fund with ETF Shares based on the S&P Global ex-U.S. Property Index.

Ascensus has partnered with Mesirow Financial’s Investment Strategies Group to deliver investment fiduciary protection to plan sponsors.

Charles Schwab issued a report today that examines how independent registered investment adviser (RIA) firms can benefit from segmenting their client base and offers strategies on how to...

A recent upgrade to AdvisorVision monitors retirement plans and automatically alerts advisers when something in the plan requires their immediate attention.

Van Eck Global launched an exchange-traded fund (ETF) which seeks to give investors exposure to the equities of companies primarily engaged in the producing, refining, and recycling of...

ING Investment Management reduced the expense ratios for the "I" shares of five of its actively managed fundamental equity funds, the company announced.

Participants in nonqualified deferred compensation (NQDC) plans have a new online education resource: the Web site myNQDC.com.

Diversified Investment Advisors has a new in-plan investment option that guarantees income for life, while allowing retirement plan participants to participate in the stock and bond markets and...

USAA has launched two new mutual funds addressing inflation and rising interest rates.

MetLife Resources entered into a partnership with Advised Assets Group, LLC (AAG), a registered investment adviser that delivers investment advisory services to defined contribution plan sponsors and plan...

The Newport Group introduced a new personal account aggregation feature for participants in its plans.

AARP has revamped its retirement calculator “to enhance usability, but maintain accuracy in its results.”

CPI Qualified Plan Consultants, a third-party recordkeeping and administration company, announced the addition of a third fixed-interest option from VALIC to the CPI platform.

The Principal Financial Group created the “Savings-to-Employment Income Ratio” to help investors estimate the health of their retirement savings; a white paper was written to complement the tool. ...

BPAS, a provider of defined contribution (DC), actuarial, institutional trust and flex services, has upgraded its Web site.

BlackRock, Inc. and SunGard have announced a solution that will support the use of funds generating lifetime retirement income within corporate defined contribution (DC) plans.

Tamarac Inc., a provider of integrated portfolio management software and services, has created Advisor View, a new performance reporting application.