Products

Castle Rock and fi360 Integrate Solutions

Retirement plan technology providers fi360 and Castle Rock Innovations launched a collaborate solution that combines the firms’ various data technologies and adviser tool sets.

Pensionmark Releases Document Storage System

Pensionmark Retirement Group recently launched its Employer Document Vault, an enterprise-level document storage system that can manage thousands of client records and millions of documents.

America’s Best 401k Adds Online Advice

America’s Best 401k, a retirement services provider specializing in the small and mid-sized market segments, engaged investment advice provider Jemstep to bring online advice solutions to plan clients.

SSgA Offers Crash Course in ETFs

A new education program from State Street Global Advisers (SSgA) offers financial professionals nearly 30 short courses on how to incorporate exchange-traded funds (ETFs) into investment portfolios.

J.P. Morgan Revamps Engagement Program

With the second release of its Audience of One program, J.P. Morgan Retirement Plan Services hopes to deepen engagement with participants through tailored messaging and robust data technology...

What’s Wrong with Benchmarking?

The focus on comparison rather than outcomes is misguided, and comparing one plan to another can be pointless, says Josh Itzoe, partner and managing director of Greenspring Wealth...

NFP Launches NQDC Platform

Employee benefits and insurance services provider National Financial Partners Corp., known as NFP, unveiled the EXEC360 platform to help advisers run non-qualified deferred compensation (NQDC) plans.

Actionable Information Creates Higher Savings

Four years after the launch of its Lifetime Income Analysis experience, participants in Putnam Investments-administered 401(k) plans continue to take significant steps forward in increasing their level of...

Envestnet Releases Liquid Alt. Portfolios

The portfolio consulting group of Envestnet Inc. launched a new multi-manager portfolio series called the Liquid Endowment Portfolios, designed to address rising correlations across asset classes.

LPL Upgrades Reporting Platform

The latest release of the Portfolio Manager investment platform and reporting system from LPL Financial features customizable firm branding capabilities and time-saving scheduling options.