Products

ADP released the ADP Plan Health Review, a tool to help plan sponsors measure the retirement readiness of their employees.

Charles Schwab brought out a dividend income-focused money management strategy from ThomasPartners for independent registered investment adviser (RIA) clients.

Natixis Global Asset Management (NGAM) enhanced tools to help retirement plan advisers manage, improve and expand their practices.

The global strategies of 300 North Capital and Willowbridge Associates were added to the Altegris Macro Strategy Fund to enhance its potential to generate absolute returns.

T. Rowe Price filed a preliminary prospectus with the Securities and Exchange Commission (SEC) to launch 11 target-date funds (TDFs).

A publication from Dechert LLP and RR Donnelley addresses advertising by registered investment advisers (RIAs) so they can keep compliant.  

Cetera Financial Group has debuted an unbundled, open architecture solution for advisers who serve as 3(21) fiduciaries to offer more customized advice to plan sponsors. 

VestmarkONE Advisor was rolled out as a solution offering flexibility and intuitive design that lets financial advisers manage all fee-based advisory accounts.

The ClearDirection 401(k), introduced by CUNA Mutual Group, offers support for plan advisers such as optional co-fiduciary options and an open architecture design. 

The Merrill Lynch Advisor Alliance program at Lincoln Financial Group has been expanded to include a group variable annuity and an enhanced net asset value-based program. 

Jefferson National added seven funds designed to meet the needs of registered investment advisers (RIAs) and fee-based advisers. 

Mesirow Financial and RPG Consultants announced an alliance for 3(38) fiduciary services.

Fidelity Investments has introduced its NetBenefits Smartphone application.

Goldman Sachs Asset Management (GSAM) has launched the Goldman Sachs Multi-Manager Alternatives Fund to bring alternative investments to a wider investor base.

Russell Investments has updated its “Corporate Pension Finance Handbook,” which addresses topics affecting corporate pension plans.

A wider array of investment options, an adviser-focused micro site and new branding are among the improvements to OppenheimerFunds’ Scholar’s Edge 529 Plan.

The Vanguard Group launched a campaign that uses coffee to help people better understand the role costs play in long-term investing.

Retirement plan industry training from a partnership of firms and industry organizations is intended to help advisers maintain and grow their retirement plan practice. 

Segal Rogerscasey and Frontier Advisors have established the Global Investment Research Alliance (GIRA).

Wealth Management Systems Inc. introduced a tool to simplify deciding between a traditional and a Roth individual retirement account (IRA) plan.