Products

Employers and employees are taking action to get financially fit, according to the Bank of America Merrill Lynch 401(k) report.

Jackson National Life Insurance Company has unveiled a thought-leadership site and social media group to provide educational resources for advisers and investors.

For the third edition of the Guide to Retirement, a couple of key themes were top of mind, Katherine Roy, chief retirement strategist at J.P. Morgan Asset Management,...

Marcello Cosentino expanded Security Benefit Corporation’s registered independent adviser (RIA) and independent broker/dealer channel with four states.   

Target Date Fund Analytics (TDF Analytics) was released by Markov Processes International (MPI) for plan sponsors, their advisers and for providers of an increasingly used product.

The Worksite Financial Solutions platform from LPL Financial LLC provides tools for plan sponsors and advisers to help participants throughout financial life stages.  

Lincoln Trust has introduced a low-cost retirement plan solution, Model(k), providing fiduciary risk management for broker/dealers serving the small and midsize 401(k) market.

Putnam Investments is helping 401(k) participants gauge how much income they will need for health care costs in retirement.

Dunham & Associates Investment Counsel Inc. (DAIC) launched the Dunham Alternative Strategy Fund (DNASX).

Vanguard is expanding its family of low-cost bond offerings.

Mutual of America has developed 10 questions plan sponsors should consider when evaluating their organization’s retirement plan.

RolloverSystems has rebranded to Retirement Clearinghouse (RCH) and is expanding its suite of services.

Mercer launched the Mercer U.S. Pension Buyout Index, featuring monthly average pricing information from independent third-party insurers.

Together with CMG Capital Management Group, Jefferson National has launched three new tactically managed model portfolios.

New York Life Retirement Plan Services launched its mobile application for retirement plan participants.

Alta Trust Company announced it has partnered with custodian Folio Institutional for investment managers seeking to establish collective investment funds.  

Prudential Retirement has joined the annual America Saves Week campaign to encourage Americans to make a commitment to increase savings...

State Street Global Advisors (SSgA) introduced the SPDR Russell 2000 Low Volatility ETF (SMLV) and the SPDR Russell 1000 Low Volatility ETF (LGLV).

ING U.S. has expanded its suite of retirement saving, planning and education resources with a new Web-based financial benchmarking tool.

Clear Sailing Investment Group (CSIG) and Hand Benefits & Trust launched collective trust funds for Clear Sailing’s retirement plan clients.