Products

Forward Management, LLC, has launched the Forward Tactical Growth Fund (FFTGX).

PAi debuted EZ-Illustrator, a tool designed to help financial advisers determine whether their clients are a good match for a comparability profit-sharing plan.

PlanTools, LLC, announced the release of its Expense Analysis and Benchmarking Tool that will offer more than 10 reports.

Putnam Investments has launched a Web site to support its nine Putnam Global Sector Funds targeting stocks in sectors across the MSCI World Index.

ExpertPlan and Charles Schwab Trust Company (CSTC) have teamed up to create a new trading platform under which Schwab will perform custody, trust, and clearing services for plans...

Diversified Investment Advisors, Inc., has enhanced its nonqualified deferred compensation (NQDC) plan solution, Retirement Advantage, to assist plan sponsors and their advisers in meeting 409A requirements.

An insurance marketing Web site has unveiled an iPhone application where users can calculate their necessary retirement savings and receive quotes on insurance coverage.

Following Charles Schwab’s lead, Fidelity Investments said it is waiving and reducing some custody and technology fees for independent advisers.

Madison Dean has announced it will manage all U.S. investors' retirement accounts commission-free, starting Wednesday.

PIMCO has launched the PIMCO Real Income Funds, mutual funds designed to provide retirees a steady stream of monthly income hedged against inflation.

Focus Retirement Plan Partners has announced an enhanced suite of retirement plan consulting services available to retirement plan sponsors and financial advisers serving plan sponsor clients.

The Hartford Mutual Funds has reopened The Hartford MidCap Value Fund to new investors, effective September 1.

Bank of China (Suisse) Fund Management (BOCS) is offering the BOCS Fund to Chinese and foreign investors.

Great-West Retirement Services has developed a communications campaign to support 401(k) Day, an event that encourages employers to set aside some time to remind their workforce of the...

Morningstar Associates, LLC, has announced that USI Consulting Group is now offering managed retirement accounts through Morningstar Retirement Manager.

PenChecks is offering a new service to help sponsors carry out mandatory distributions into an IRA.

Millennium Trust Company, a provider of custody and IRA services, announced it has been selected as the custodian for John Hancock's plan termination solution.

Investment advisers who custody with Charles Schwab can now access a Web site boasting more intuitive tools to manage client accounts.

Advisors Trusted Advisor now offers the Roth 2010 Conversion Package, containing marketing tools, education materials, and a Roth conversion tool.

LPL Financial Corporation today launched its Retirement Plus Program as part of its efforts to beef up support for retirement plan-focused independent financial advisers.