Products

Legal & General Investment Management America unveiled a new U.S. index fund management business.

LearnVest content and financial wellness support are now available for many advisers working with Fidelity Institutional, along with expanded options for digitizing client support and advice.

The Multi-Asset Income Fund from American Century Investments aims to provide sustainable monthly income from a diversified mix of domestic and foreign fixed-income and equity investments.

Securian’s Social Security Timing calculator enables advisers to compute the amount of income couples forego by claiming early.

Now available on more than 20 retirement plan platforms, the Edge Collective Fund Series brings financial wellness services to plan participants directly through the investment menu.

The Plan Sponsor Council of America (PSCA) re-launched its online ERISA Fiduciary Training Program.

In an effort to streamline communications and further enhance existing security measures, TriStar Pension Consulting has implemented Plan Sponsor Link’s new secure web portal.

The retirement plans division of Ameritas Life Insurance Corp. expanded the investment options available within its retirement plans products by adding 32 new funds.

Cetera Financial Group introduced the Advanced Planning Group, a specialist support team equipping the firm's top advisers with advanced legal, tax, accounting and insurance resources.

A new tool from Franklin Templeton Investments helps financial advisers as they guide clients through important decisions around the timing of Social Security benefits.

The availability of in-plan lifetime income improves participant satisfaction, confidence and outcomes due to better long-term investing behaviors, according to a white paper from Prudential.

The Legg Mason BW Dynamic Large Cap Value Fund utilizes a dynamic shifting tool and a proprietary quantitative strategy.

Northern Trust Asset Management launched a new fund for institutional investors that encompasses quality small capitalization stocks across global developed equity markets.

Historical index data for the Endowment Index is now available through major index and investment databases.

PIEtech Inc. unveiled the new myMoneyGuide financial advice delivery solution, which provides streamlined investor education and one-on-one participant support.

Augmented reality technology via a mobile application (app) from Transamerica Retirement Solutions can help drive up retirement savings. 

Investment management firm Eaton Vance says it has won approval to offer “exchange-traded mutual funds” that deliver nontransparent actively managed investment strategies as exchange-traded funds (ETFs).

Buck Consultants at Xerox announced the launch of SavIncent, an incentive-based financial wellness program.

Nationwide has expanded the company’s 3(38) investment fiduciary service from IRON Financial, LLC.

J.P. Morgan Asset Management said it will offer R6 share classes of the J.P. Morgan SmartRetirement Mutual Fund series of target-date funds (TDFs).