Products

Judy Diamond Associates launched its BrokerSight database, which helps subscribers identify and begin relationships with producers in the retirement market.

IRA Financial Group has launched a free, online Solo 401(k) contribution calculator.

Roland|Criss published its third in a series of white papers addressing the new 408(b)(2) regulation’s specific impact on retirement plan sponsors.

EPIC Advisors Inc. (EPIC) chose Castle Rock Innovations’ (CRI) AXIS Retirement platform to provide compliance with the Department of Labor’s 408(b)(2) fee disclosure requirements.  

Prudential Retirement is offering J.P. Morgan SmartRetirement Target-Date Strategies and Fidelity VIP (Variable Insurance Product) Freedom Funds in its lineup of target-date funds with a guaranteed lifetime income...

 Fee disclosure regulations, in-plan guarantees, target-date strategies and retirement planning optimism will significantly impact the retirement plans industry in 2012, predicts Chuck Cornelio, president of Lincoln’s Retirement Plan...

Independent registered investment advisers (RIAs) have access to a series of new technology assessment tools, educational content and coaching programs from TD Ameritrade Institutional.

The 403(b) Transparency Taskforce launched the 403(b) Model Disclosure Form—transparency standards for disclosure of fees and services in the public school 403(b) marketplace. 

A white paper called “The Savings Crisis of Working Americans: The Retirement Industry Call to Action” is available from the Legg Mason Retirement Advisory Council (LMRAC).

Under new Department of Labor rules, retirement plan sponsors must provide fee disclosures to participants by May 31, 2012.

Allianz Life Insurance Company of North America (Allianz Life) launched the Allianz 365i Annuity and Income Maximizer Rider.

MassMutual's Retirement Services Division announced a topic lineup for its RetireSmart interactive participant education series for 2012.

Bennett Group Financial Services (BGFS) launched four mutual funds consisting of A shares available through financial professionals, banks, brokerages and insurance companies for their clients.

Dalbar introduced a Fee Disclosure Certification program for the evaluation of plan provider services.

NFP Advisor Services Group offered a complimentary, first-year Financial Services Institute (FSI) membership to all 1,400 of its financial advisers.

Investment Guidance Solutions (IGS) launched a mutual fund investing tool called IGSignals.

Knight Capital Group Inc. announced that Astor Long/Short ETF Fund was added to the 401(k) platform at Paychex Inc. 

A report from Broadridge Financial Solutions provides insights designed to help firms successfully navigate the new fee disclosure regulation being implemented by the Department of Labor.

CPI Qualified Plan Consultants released its rebranded website at cpiqpc.com. 

Commonwealth Financial Network’s Power in Practice business development coaching program will continue in 2012.