Products

Portfolio Evaluations Inc. (PEI) launched a fiduciary protection program, PEI Shield, which aims to help retirement plan fiduciaries with evolving fiduciary regulations and requirements.

The American Society of Pension Professionals & Actuaries (ASPPA) released a new educational certificate, The Employee Stock Ownership Plan (ESOP) Administration Certificate.

Informa Investment Solutions (IIS), a supplier of software and solutions for the investment industry, said it has agreed to acquire Zephyr Associates Inc.

Nearly 61% of advisers report annuities are the No. 1 unsolicited product request, Cerulli Associates reports.

Principal Financial Group is offering a suite of separate accounts designed to help defined benefit (DB) plans of all sizes implement a liability-driven investing (LDI) strategy.

Castle Rock Investment Company rolled out the Fee Disclosure Review Service to assist plan sponsors with 408(b)(2) compliance.

John Hancock made available its recently renamed Retirement Choices At series of target-date funds (TDFs) in the investment-only marketplace to plan sponsors.

Nationwide Financial Services added the Nationwide Fixed Select Contract to its retirement plan offerings to help participants grow plan assets and meet retirement needs.

RetireReady, a customizable, turnkey participant education program to help independent advisers deliver value to retirement plan sponsor clients, was introduced by Commonwealth Financial Network.

Dimensional Managed DC has been rolled out on a platform by ASPire Financial Services LLC and OBS Financial Services Inc.

A book was written to help plan sponsors educate workers about how to generate lifetime income in retirement.

Great-West Life & Annuity Insurance Co. and its business segment, Great-West Retirement Services, will now market under the Great-West Financial brand.

The retirement services division of the OneAmerica companies has unveiled a new retirement education and engagement program for plan participants.

BMO Global Asset Management introduced the BMO Low Volatility Equity Fund, designed to provide long-term returns comparable to U.S. large cap stocks but with less volatility.

Golden Retirement LLC’s Savings2Income program (S21) aims to address the needs of Baby Boomers planning for retirement with a combination of tax strategies and annuities.

The 401K Coach released the Fiduciary Advisor’s Rollover Toolkit to provide a solution and formal process for financial advisers to offer rollover IRA services.

AmericanFunds rolled out a multi-fund version of its Recordkeeper Direct tool, with the goal of providing advisers more investment and pricing flexibility.

With the expansion of its Class I Shares lineup to 21 funds, OppenheimerFunds aims to provide greater transparency into defined contribution (DC) plan fees.

 To meet increasing Boomer demand for retirement income, TD Ameritrade is offering fixed and variable annuities from a range of insurance carriers.  

MullinTBG, a unit of Prudential Retirement, updated its participant website to improve user experience and streamline nonqualified deferred compensation (NQDC) plan online account details.