Products

Natixis Global Associates (NGA) launched a risk-managed emerging markets mutual fund from AlphaSimplex Group (ASG).

PenChecks has introduced a debit card option for retirement plan distributions.

State Street Global Advisors (SSgA) announced changes to the indices and names of five financial industry SPDR exchange-traded funds (ETFs). 

Allianz Life Insurance Company of North America has launched a three-part animated series to help investors better understand annuities.

Transamerica Retirement Services has introduced an ERISA Section 3(21) fiduciary service to help retirement plan advisers and sponsors mitigate investment fiduciary risk.

Alerus Retirement Solutions, a division of North Dakota-based Alerus Financial, has gone live with PlanServe’s Relevant Pension Portal.

Putnam Investments is introducing the Putnam Retirement Income Lifestyle Funds, a suite of three income-oriented mutual funds, along with a Retirement Income Analysis Tool. 

The SPARK Institute released a new version of its information sharing standards and data layouts for lifetime income solutions that are used in retirement plans. 

Vanguard has added an optional Guaranteed Lifetime Withdrawal Benefit (GLWB) rider to its Vanguard Variable Annuity.

Charles Schwab has licensed a Dow Jones U.S. Dividend 100 Index to underlie the Schwab U.S. Dividend Equity ETF. 

Lockton Retirement Services is launching its Retirement Readiness Practice and proprietary suite of consulting services.  

Vestmark, a provider of advisory solutions and wealth management technology, has enhanced its VestmarkONE platform. 

SunGard has launched a mobile strategy for retirement plan specialists and financial advisers focusing on wealth management. 

United Retirement Plan Consultants is introducing a Compliance Warranty for its 10,000 current plan sponsor clients as well as all new prospects.

DailyAccess Corporation formed a strategic alliance with October Three, LLC, an actuarial, consulting, and technology firm. 

InvestSimply, a Web-based portfolio management service and registered investment adviser (RIA), is expanding its marketplace for managed personal investment portfolios.

BrightScope and Target Date Analytics released "Popping the Hood, IV," the latest study in a series that provides analysis of target-date funds (TDFs) and fund families.

The Dow Jones Industrial Average (DJIA) is launching a regional version of the index, The Asia Dow.

Fiserv, Inc., a provider of financial services technology solutions, is rolling out a Unified Wealth Management Platform for adviser clients.  

TIAA-CREF has developed a retirement plan solution designed for not-for-profit institutions with $1 million to $20 million in retirement plan assets.