Products

 A registration maintenance service for compliant document management was rolled out by RIA in a Box, a provider of registration and compliance consulting services.   

The actively managed long/short exchange-traded fund (ETF) is the latest offering from AdvisorShares.

New York Life Retirement Plan Services has enhanced its Client Access website, with upgrades to plan participation and contribution dashboards for each plan sponsor.

Proprietary environmental, social and governance (ESG) ratings from Mercer will be included in client reports related to manager searches and performance.  

An additional 21 investment options from Securian Retirement offer diversity to advisers looking for more choices for retirement plan clients. 

Commonwealth Financial Network, a privately held independent broker/dealer, revamped its public-facing website at www.commonwealth.com.

Reporting capabilities for Form PF were added to the alternatives product suite of services for J.P. Morgan Worldwide Securities Services.

Russell Investments unveiled a series of six target-duration liability-driven investing (LDI) commingled trust funds.

The Retirement Services division of MassMutual enhanced its defined contribution (DC) plan participant statements to help paint a clearer picture of participant retirement readiness.

 Targeted at small businesses, 401KAdministrationServices.com provides specialized full-service 401(k) plan recordkeeping services.  

Millennium Trust Company’s Savings Plus IRA has been added to MassMutual’s rollover solutions for retirement plan participants and existing individual retirement account (IRA) holders.

United Planners added the Matrix plan data feed service to the United Planners Retirement Platform.

More than 12,000 Edward Jones advisers can offer OneAmerica’s 401(k) and 403(b) plans, the companies said in an announcement about the new alliance.

Global Relay updated its Twitter archiving software to help advisers meet Securities and Exchange Commission (SEC) as well as Financial Industry Regulatory Agency (FINRA) regulations.

Aria Retirement Solutions (Aria) has made several funds from Dimensional Fund Advisors (DFA) eligible for use with the RetireOne Transamerica fixed contingent annuity guaranteed income product. 

Professional Capital Services LLC (PCS) updated its retirement plan model management tools.

The Newport Group released a managed account service for advisers.

F-Squared Investments will serve as sub-adviser for the newly launched Reliance Trust AlphaSector Target Risk Collective Trust Funds.

A new guide to implementing nonqualified deferred compensation (NQDC) plans is available.

Callan Associates is making its Callan Target Date Index publicly available through an interactive tool.