Products

An online tool from Wells Fargo Retirement helps individuals create a savings plan and allows them to see their potential monthly income in retirement.

The Guardian Insurance & Annuity Co. Inc. is hosting a 401(k) summit focused on the micro- and small-plan markets.

Fiserv Inc. updated its Unified Wealth Platform with advanced trading and modeling capabilities, improved model data reporting and more intuitive user interfaces.

ING U.S. has announced plans to rebrand in the future as Voya Financial.

Vanguard has expanded the availability of its low-cost 401(k) plan service for small to midsize businesses to plan sponsors that work with third-party plan administrators (TPAs).

Mercer has released a list of six tips for plan sponsors that are considering a participant cash-out program for their defined benefit (DB) plans.

A registered investment adviser (RIA), Square 1 Asset Management, has been unveiled by Square 1 Bank.

VelocityShares LLC introduced three emerging market depositary receipt (DR) exchange traded funds (ETFs) on the NASDAQ. 

The Mariner Incubation Fund will be managed by Eric Pellicciaro, who joined Mariner Investment Group from BlackRock.

MFS Investment Management has rolled out Class R5 shares, offering a lower-cost investment for advisers and plan sponsors.

ING U.S. Investment Management became program manager for the adviser-sold portion of the state of Iowa’s IAdvisor529 Plan.

The J.P. Morgan Funds Guide to the Markets for the second quarter of 2013 has been released.

Fred Reish, a partner at Drinker Biddle & Reath, the Los Angeles law firm, has launched fredreish.com, a blog about retirement regulation and compliance.

NestWise has launched a program to help middle-class Americans develop strong financial behaviors.

The LiveWell Plus Mutual Fund IRA was launched by Sammons Retirement Solutions Inc. to help advisers gather retirement assets and provide a savings boost.

Aston Asset Management LP partnered with Lee Munder Capital Group LLC to debut a mutual fund, the ASTON/LMCG Emerging Markets Fund.

Charles Schwab released the Android version of its Schwab Advisor Center app for independent investment advisers who work with Schwab Advisor Services.

Fred Reish will speak at Transamerica’s April 16 webinar, which will focus on the concept and potential benefits of fund revenue equalization for retirement plans.

 Natixis Global Asset Management (NGAM) launched a multi-strategy mutual fund dynamically allocated across multiple hedge fund managers.   

Four Seasons Financial Education has expanded its financial wellness programs to include custom-tailored 401(k) education.