Products & Services

Morgan Stanley Smith Barney launched Select Retirement, an optional income protection feature that is specially designed to augment the Select UMA unified managed account program.

Putnam Investments said it will make sweeping changes to the management fees on its retail mutual funds.

SunGard has teamed up with iShares to launch a solution to help advisers and third-party administrators (TPAs) incorporate exchange-traded funds (ETFs) as standard options in defined contribution plans.

An Albuquerque, New Mexico-based firm has launched an “Individual 401k (i401k)” for small-business owners looking for retirement plan options.  

Morningstar, Inc., has launched a nationwide directory of retirement plan service providers.

Claymore Securities Inc. announced changes to the Claymore/Great Companies Large-Cap Growth Index ETF (NYSE Arca: XGC), including a reduction of the advisory fee.

RPG Consultants and PenChecks Inc. have announced an alliance which enables retirement plan sponsors to distribute assets on behalf of participants who cannot be located.

ETF Securities Ltd (ETFS), a provider of exchange-traded products on the London Stock Exchange, has launched its first U.S. product.

se2 (service.end2end), a provider of business technology and processing solutions for the financial services and retirement planning sector, has updated its automated 403(b) info-sharing solution.

Nationwide Financial Services said its new program, RetireSense, will help advisers build personalized retirement income solutions for clients.

CPI Qualified Plan Consultants, Inc., a third-party recordkeeping and administration company, has added the Huntington mutual funds to its retirement plan platform.

Genworth Life and Annuity Insurance Company launched a variable annuity designed to help advisers personalize a guaranteed income strategy for clients.

Financial and insurance professionals interested in marketing and selling long-term care insurance have a new online resource from the American Association for Long-Term Care Insurance.

Investment adviser Driehaus Capital Management now offers the Driehaus Active Income Fund (Ticker LCMAX), an absolute return mutual fund.

Emerging Global Advisors (EGA) has introduced the Emerging Global Shares Dow Jones Emerging Markets Titans Composite Index Fund (NYSE Arca: EEG).

AUL Retirement Services clients now have more investment options available for retirement accounts through DWS Investments, Cramer Rosenthal McGlynn (CRM), BlackRock, and Pax World Investments.

WealthEngine has launched Prospect Generator, a searchable database of more than 7 million high net worth individuals.

RolloverSystems, Inc. (RSI) has launched several moves to provide enhanced rollover asset retention solutions and participant retirement readiness tools to plan sponsors, institutional providers, third party administrators (TPAs),...

To help plan sponsors address the challenges of missing participants, Keane Retirement Services has entered into a strategic partnership with automatic rollover provider Millennium Trust Company.

Technology provider PlanTools, LLC, said its new system allows for expansion into the wealth management arena.