Products & Services

TIAA-CREF has released a guide to new 403(b) regulations to help plan sponsors deal with new 403(b) regulations.

Pershing, a subsidiary of The Bank of New York Mellon Corporation, launched Lockwood AdvisorFlex Portfolios, a unified managed account program for financial advisers.

Great-West Retirement Services has joined with Ceridian Small Business Services to introduce a payroll interface 401(k) service that allows employers to reduce the administration of their 401(k) plan.

WealthCounsel launched a new Web site portal designed to serve the informational needs of attorneys, financial professionals, consumers, and the news media on topics related to estate planning.

RolloverSystems Inc. (RSI), has enhanced its services for advisers, retirement plan sponsors, and third-party administrators (TPAs) in the management of 401(k) plans rollovers.

Investors Capital Advisory Services (ICAS) added a new mutual-fund wrap program designed for advisers looking to provide clients with a low-cost/no-platform-fee alternative.

The Hartford and Plan Administrators, Inc. (PAi) have created Solo db Life, a defined benefit retirement plan designed for business owners with less than 10 employees who need...

Asset manager Van Eck Global today launched an exchange-traded fund (ETF) in hopes of profiting from the growth of solar power.

FundQuest, a managed account provider, has launched nine mutual funds as part of its new ActivePassive Funds family.

The Vanguard Group has unveiled the Vanguard Managed Payout Funds, designed to function much like an endowment by investing over the long-term to preserve or build capital while...

Wealth Management Systems (WMSI) has announced that AllianceBernstein Investments will soon join WMSI’s Advisor Referral Network.

Independent insurance broker Lockton Companies in Atlanta is launching retirement plan consulting services for both corporate and not-for-profit organizations.

Mercer has recently introduced an online retirement savings educational program to employees whose 401(k) plans it administers and the general public.

Callan Associates’ Independent Adviser Group (IAG) and Natixis Global Associates’ Managed Portfolio Advisors (MPA) have announced the Callan Unified Managed Account (UMA) program.

Russell Investments has launched a series of new multimanager funds, designed specifically for the “decumulation″ phase of retirement saving and seeking to provide a steady, but not guaranteed,...

RetirementWORKS, Inc., a subsidiary of Still River Retirement Planning Software, has released a new financial planning site for those approaching or who are already in retirement.

UBS Wealth Management Americas has launched its DC Advisory service.

Invesco PowerShares announced three actively-managed equity exchange-traded funds (ETFs) and PowerShares' first actively-managed fixed-income ETF began trading on the NYSE Arca.

Thrivent Financial for Lutherans’ Landmark Group is now offering a new separate account manager, available through Thrivent’s Managed Account Program, to help investors better manage capital gains taxes.

The Phoenix Companies, Inc. introduced a low-cost, no-load annuity sold through Phoenix’s distribution partners, including wirehouses, regional broker/dealers, and financial institutions.