Products & Services

Principal Funds said its new tool aids financial professionals in designing an effective wealth transfer strategy for clients.

Zacks Investment Management, a Chicago-based registered investment adviser (RIA), has expanded its separately managed account (SMA) offering to the mid-size retirement plan market.

Ascensus launched SingleSource Select, designed to simplify the consulting process for retirement plan advisers.

Old Mutual Capital has announced the launch of Old Mutual Global Funds, a suite of eleven offshore funds available to non-U.S. investors.

Ibbotson Associates was selected by ING Financial Advisers, LLC, to create a family of active exchange-traded fund (ETF) model portfolios that change allocation to take advantage of price...

Advisor Software Inc. introduced a Web-based institutional Monte Carlo simulator, ASI Portfolio Forecaster, the company said.

OppenheimerFunds, Inc. (OFI) Retirement Services Division announced the launch of a Form 5500 tool for advisers alongside other products for participants, sponsors, and advisers.

MassMutual's handheld e4 technology has delivered an average on-site enrollment rate of 92% among those who previously were not contributing.

AXA Equitable Life Insurance Company launched a Web site designed for people near or at retirement.

A new white paper from the Principal Financial Group helps financial professionals guide their clients to a personalized retirement income strategy, the company said.

The Hartford’s Retirement Plans Group introduced the “No Gaps Four-Point Sales System” to help advisers sell the company’s qualified plans as part of their retail sales initiative.

ExpertPlan partnered with Morningstar Investment Services to launch ExpertNvest, an investment management program providing fiduciary relief for 401(k) sponsors.

MassMutual’s Retirement Services Division introduced a tool allowing employers and advisers to make plan-specific investment options available to participants based on a target retirement date and/or investment objective.

Dow Jones Indexes is expanding its Dow Jones Global Titans family by adding a blue-chip index for India.

A St. Louis-based firm has unveiled Fiduciary Health Check to help employers meet their legal responsibilities for their retirement plans.

Morningstar has added two categories and one broad asset class to its proprietary classification system for mutual fund portfolios domiciled in the United States.

Barclays Global Investors (BGI) and 529 plan administrator Upromise Investments, Inc., introduced a 529 college savings plan designed with portfolios that invest exclusively in BGI's iShares exchange-traded funds...

USAA launched a new family of five Target Retirement funds with costs it says are 47% below the latest comparable Lipper category expense ratio average.

MetLife Resources has enhanced its suite of solutions for 403(b) plans not subject to the Employee Retirement Income Security Act (ERISA) with the launch of ExpertSelect.

A suburban Philadelphia money manager has unveiled a 130/30 mutual fund.