Products

Putnam Investments has launched a Web site dedicated to helping advisers better serve their clients.  

The Employee Benefits Security Administration (EBSA) will host a Webcast on the importance of saving geared towards college seniors and new entrants to the workforce.  

UpTick Data Technologies developed a customized reporting solution for Robert W. Baird & Co.’s Retirement Plans Services division.

Schwab Advisor Services has published a new white paper focusing on legal and regulatory considerations for advisers looking to transition to an independent RIA business model.  

Plan sponsors and participants have become more conservative in recent years, leading them to stable value products that preserve capital and deliver steady returns, according to a white...

Invesco is adding a consulting series to its PlanForward program, designed to help advisers and consultants build a compelling value proposition and enhance their brand recognition.

GuidedChoice has launched Retirement Readiness, a solution that allows retirement plan participants to see how prepared they are for retirement and helps them take action to improve their...

Fidelity Investments has expanded its Spartan equity index mutual fund line-up with five low-cost funds.

The new fiduciary designation, Global Fiduciary Strategist (GFS), is being offered by 3ethos, a fiduciary training firm.

Hank Kim, Esq., Executive Director and Counsel for the National Conference on Public Employee Retirement Systems (NCPERS), has unveiled a proposal for a new type of retirement plan.

Morgan Stanley Smith Barney is offering a new service to help corporate clients track retirement eligibility dates and collect employment taxes from employees who receive restricted stock units...

RidgeWorth Investments launched a Web site dedicated to helping financial advisers learn how to use online tools to grow their business.

MetLife Resources has launched a redesigned Web site to help plan sponsors and participants better plan for retirement. 

Transamerica Retirement Services has launched RetireTrack, a Web-based interactive and customizable retirement savings tools for retirement plan participants. 

Vanguard will offer a bundled 401(k) and profit-sharing plan service for companies with assets of less than $20 million through a partnership with Ascensus.

Jennifer A. Cooper, CFA, has established Diligence Review Corp. to meet the demand for specialty due diligence services.

To empower employers and provide them with actionable information about their plan participants’ retirement readiness, Putnam Investments is making its Lifetime Income Score available more broadly to the...

Cambria Investment Management has filed paperwork with the Securities and Exchange Commission (SEC) to market its own line of actively managed exchange-traded funds (ETFs).

Russell Investments is aiming to help plan sponsors have a better understanding of if their participants are saving enough for retirement with its new “Target Replacement Income” (TRI)...

Fidelity Investments is rolling out a fixed income market research and education site.