Products

Aspire Financial Services released the TPA Playbook for Success, a proprietary education and communication tool designed to drive competitive advantage for the firm’s third-party administrator (TPA) partners.

BlackRock, Inc. has expanded its proprietary CoRI retirement suite with new income projection and portfolio allocation analysis tools.

Advisers with substantial corporate plan expertise who also meet specific criteria, including a nomination and application, have a new title at Bank of America Merrill Lynch.

A new online portal from InHub LLC, a Securities and Exchange Commission-registered online investment adviser, helps fiduciaries quickly develop and circulate requests for proposals (RFPs).

Automatic features help increase employee participation in defined contribution (DC) plans and can significantly improve participant outcomes, says a new paper from BMO Retirement Services.

Wealth Management Systems Inc. (WMSI) launched a small business retirement plan comparison calculator that can help growing employers benchmark retirement plan performance.

Benefits solutions provider ADP has introduced the IPS Zero investment platform, designed for retirement plan advisers who employ a fee-for-service compensation structure.

Alliance Benefit Group – Illinois (ABG-IL) is offering a financial fitness program to retirement plan participants.

Invesco National Trust Company (INTC) will now offer an additional 15 collective trust funds (CTFs).

Envestnet Tamarac, a division of Envestnet, Inc. that provides integrated portfolio software for independent advisers, has released the next generation of its client relationship management (CRM) application.

Investment advisory firm Arnerich Massena has expanded its fiduciary education program to include retirement plans.

A new customizable report card tool from Great-West Financial helps retirement plan sponsors and advisers evaluate a plan’s overall performance according to a variety of key metrics.

Millennium Trust Company is offering an automated e-signature capability for its service agreement process.

Credit unions providing a 401(k) program to 100 employees or more can save money and streamline their administrative tasks by joining a new multiple employer plan (MEP) administered...

Aon Hewitt is partnering with financial software provider HelloWallet to bring more robust financial wellness services to its U.S. clients.

The Retirement Advantage, Inc. (TRA) released a new mobile application offering financial advisers and wholesalers remote access to key sales and plan administration resources.

Retirement plan services provider Boulevard R unveiled a new tool within its Retiremap financial wellness program that allows employers to calculate the return on investment (ROI) of financial...

Investment management firm Vanguard announced it will cease offering administration services for defined benefit (DB) retirement plans.

America’s Best 401k, a provider of 401(k) plan solutions for medium and small-sized businesses, has released an online tool that assesses and compares plan fees.

Insurance provider Allianz Life has joined others in the retirement industry to support National Retirement Planning Week.