Products

Planning Guides Available from IFEBP

Two updated employee retirement planning guides from the International Foundation of Employee Benefit Plans (IFEBP) offer retirement plan participants help with timing retirement and managing pension benefits.

BlackRock Unveils CoRI Funds

Five mutual funds from BlackRock Inc. seek to deliver a total return that tracks the expected median cost of lifetime income.

OMYEN Releases Social Security Software

Financial advice and technology company OMYEN Corp. launched a software program that recommends strategies for workers to most effectively draw Social Security benefits.

Investor360 Platform Gets an Upgrade

Commonwealth Financial Network, an independent broker/dealer and registered investment adviser (RIA) network, released Investor360 version 4.0., which features various enhancements and greater customization for advisers.

Plan Design, Meet Big Data

A new tool from J.P. Morgan Retirement Plan Services gives sponsors and advisers a data-driven view of participant behavior that can help improve plan design and communications.

The Next "Best Thing" in Plan Offerings?

Over the past couple of weeks, two retirement industry providers have introduced offerings they purport to be the next trend in the evolution of retirement plan offerings.

Putnam Targets Volatility-Weary Investors

Putnam Investments is putting more emphasis on investment strategies that can help financial advisers and their clients pursue strong, risk-adjusted performance in volatile markets.

Taking Auto Plan Features a Step Further

Automatic retirement plan features are gaining traction as a best practice way to help participants achieve retirement readiness, but one provider is taking them a step further.

Fidelity Releases Fixed-Income Portfolio Tool

Fidelity Financial Advisor Solutions, a unit of Fidelity Investments that provides mutual funds and other investment services, released an interactive calculator that helps financial professionals build fixed-income portfolios.

TD Ameritrade Unveils Plan Solution

A new program from TD Ameritrade offers registered investment advisers (RIAs) a turnkey solution for simplified development and management of qualified defined contribution retirement plans.