Products

Morningstar launched Annuity Intelligence, which evaluates variable annuities and gives data on more than 100,000 annuity subaccounts and 1,950 annuity contracts.

SunGuard launched a mobile browser option for its Relius Administration Web suite of products.

Arrow Investment Advisors launched institutional share classes for the firm’s five tactical and alternative investment mutual funds. 

MetLife announced broader availability and enhancements to its multiproduct, multichannel M-Powered Enrollment program.

SunTrust Banks Inc. launched SunTrust Retirement Income Navigator, which lets its advisers help clients maximize retirement income while drawing down assets for tax advantages.   

 Tamarac, a division of Envestnet Inc., will participate in Schwab Intelligent Integration, according to Schwab Advisor Services.   

 Pulse Logic introduced a benchmarking tool to help plan advisers assess the services they provide and what fees are appropriate.   

The Principal Financial Group created an online resource to help plan sponsors understand the new retirement plan disclosure regulations.  

 LPL Financial launched the Rollover Results Program, a platform for retirement plan advisers, plan sponsors and plan participants.   

 The Board Institute Inc. introduced an evaluation and education tool in collaboration with fi360, CEFEX and Cambridge Fiduciary Services LLC.   

 Jefferson National increased its alternative investment offerings with a number of fund additions.  

Fiduciary Plan Governance LLC released a product to help assist with the burden and risk of new fee disclosure requirements.

Mercer introduced “My Retirement Workshop,” an online retirement planning and education campaign for employees whose 401(k) plans it administers 

A workplace investor education program field tested in three states increased employee participation in workplace savings and investing programs, its creators claim.

 Amp, an interactive marketing tool, was introduced by Boulevard R for advisers to use with prospects and clients on an iPad.   

Fidelity Investments launched its first global equity income funds.  

FiPath for Advisors introduced ReferMyAdvisor, which generates prospective clients through an automated e-mail marketing platform that contacts an adviser’s existing clients.  

 The Fidelity Investments App was updated to enable stock plan participants to better access and track their portfolios, and conduct transactions.   

 The Penn Mutual Life Insurance Company introduced the Smart Foundation Variable Annuities that add some flexibility to guaranteed retirement income.   

The Hartford introduced three investment managers and 16 investment options to its defined contribution (DC) retirement program offering.