Products

A new website offers plan sponsors and advisers guidance on meeting fiduciary obligations related to employer-sponsored retirement plan fee disclosure regulation.

Frozen pension plans are substantially different from open plans and need to be managed accordingly to prevent litigation and ensure positive outcomes for plan participants.

Customers of the Mutual of America Life Insurance Company can now make account-related changes and execute transactions through a mobile website.

Institutional investment data and analytics provider eVestment issued a pair of retooled solutions for managing traditional and alternative investment strategies.

Sapiens International Corporation announced the upcoming release of its Retirement Services Recordkeeping Platform.

Stadion Money Management rebranded its series of target-date collective investment trusts (CITs).

The DoubleLine Shiller Enhanced CAPE Fund uses the long-term stock valuation principles of Nobel Prize-winning Yale economics professor Robert Shiller.  

A series of animated “whiteboards,” released by New York Life Retirement Plan Services, aims to illustrate prominent 401(k) planning concepts for employer-sponsored retirement plan participants.

BNP Paribas Investment Partners Trust Company added a share class to offer employer-sponsored retirement plans access to its U.S. Treasury Inflation Protected Securities (TIPS) comingled investment fund.

BNY Mellon has added the Liquidity Aggregator to its risk and collateral management-related services.

Aon Hewitt has launched DC Nexus, a web-based solution for defined contribution (DC) recordkeeping clients and their advisers.

Northern Trust has launched a new iPad application (app) designed to provide executive-level users with performance, exposure and risk information they need.

Mutual of Omaha’s retirement plans division has added LPL Financial’s retirement advice and education solutions to its 401(k) products.

The Insured Retirement Institute (IRI) has relaunched its IRIonline.org website.

Two-thirds of advisers lack succession plans, Fidelity Institutional Wealth Services found.

It’s National Save for Retirement Week, and ING U.S. is using the event to promote a multimedia customer education campaign ending October 26.

BNY Mellon and CIBC Mellon, the bank’s joint venture with Canadian Imperial Bank of Commerce, have merged the firms’ respective securities lending desks.

Innealta Capital has launched a new mutual fund, the Innealta Risk Based Opportunity Moderate Fund.

WealthStation CompAct is SunGard’s financial planning tool that lets advisers produce results-based, holistic financial plans quickly, simply and interactively.

A personal financial planning website shows people how they can walk through their financial lives, starting with a career in their 20s all the way through retirement.