Products

Penbridge Advisors announced the release of an advanced pension risk transfer (PRT) index charting tool that improves plan sponsor and adviser understanding of annuity buy-out pricing and other...

A new Spanish-language version of the SmartPlan retirement educational program purports to be the first solution of its kind tailored specifically to the Spanish-speaking community.

A product released by Natixis Global Asset Management addresses individual investors’ worries about the costs associated with living longer.

SEI Institutional Group announced the launch of two institutional funds created to align with the investment directives set forth by the United States Conference of Catholic Bishops (USCCB).

ShareBuilder 401k, a specialist in low-cost retirement plans built on exchange-traded funds, is waiving new plan setup fees from May 4 through May 17.

Morningstar says it has launched one of the first market-monitoring applications (apps) for use on the Apple Watch.

PlanQuest's team of retirement plan specialists works with clients to customize and deliver consulting services that address their needs and plan goals.

Financial software and platform provider Sapiens International Corporation introduced improved eligibility and enrollment capabilities within its defined contribution recordkeeping platform.

Strategic Insight announced enhancements to its U.S. investment research content for 2015, including the launch of a dedicated liquid alternatives research practice area.

A new guidebook for advisers and clients aids in managing the money of a loved one with dementia.

A consumer engagement and onboarding solution pairs with an integrated platform to help registered investment advisers (RIAs) expand assets under management.

An integrated platform supports advisers with a communication tool, providing them with more free time to work with clients.

MillenniuM Investment and Retirement Advisors has teamed with TriCore to offer an integrated, open-architecture qualified plan program.

Deferred income annuities can help reduce the overall cost of retirement, according to a research paper from Northwestern Mutual and a team of academic experts.

A set of consumer-facing tools and a white paper from HealthView Services aim to help people incorporate health care costs into retirement planning.

With its sights set on competing in the defined contribution investment only (DCIO) market, MassMutual Retirement Services introduced a new institutional sales and operations team.

Retirement Clearinghouse (RCH) hopes it newest service innovation will have as big of an impact on retirement plan participant outcomes as the introduction of auto-enrollment.

To ensure regulations compliance and proper treatment of broker/dealer income, Global Retirement Partners (GRP) will offer access to accommodation broker/dealer services.

TIAA-CREF unveils Churchill Asset Management, a majority-owned subsidiary focused on originating, underwriting and managing senior loan investments.

FRA PlanTools says its compliance solutions have been “re-engineered from the ground up” to better serve Employee Retirement Income Security Act (ERISA) fiduciaries.