Products

With its new 401(k) Solution product, KPP Financial aims to provide small and mid-size companies and non-profit organizations with in-depth investment advisory services.

A white paper details how successful retirement advisers can take steps to push their practice to the next level—over $1 billion in assets under management.

With an initial focus on gender diversity, Schwab Advisor Services unveiled the RIA Talent Advantage program and an associated online community to facilitate cross-firm discussion and innovation.

Wilshire Consulting announced the launch of Wilshire Mobile, a new suite of mobile applications (apps) increasing the availability of important retirement plan data and benefits news for clients.

Hartford Funds appointed Bill Dougherty as channel leader for its defined contribution investment only (DCIO) business, while introducing retirement-specific share classes for 12 mutual funds.

Pershing LLC, a BNY Mellon company, added new advisory and institutional share classes from nine fund families to its FundVest mutual fund platform.

LPL Financial unveiled a new Worksite Financial Solutions mobile application (app) that extends retirement plan participant and sponsor services provided through the firm’s desktop platform.

Investment Manager MacKay Shields LLC is expanding into the U.S. retirement market by delivering new investment opportunities for qualified defined contribution retirement plan sponsors.

Markov Processes International (MPI) has released its MPI Stylus Web research system as a mobile application (app) for the iPad, Android and Microsoft Surface tablet devices.

A new partnership between Western Union Business Solutions and CPAS helps make seamless pension fund payments for U.S. retirees living abroad.

Morningstar Inc. has been selected by Charles Schwab to provide global equity analyst research and ratings for independent registered investment advisers (RIAs) that custody with the firm.

Lincoln Financial Group is providing educational materials for plan sponsors to use in connection with National Save for Retirement Week.

The Principal Financial Group has introduced a personalized, at-a-glance retirement wellness scoring system for retirement plan participants.

The recent evolution of target-date funds (TDFs), like other investing programs popular with qualified retirement plan investors, has been a story of falling fees.

The MFEA Star Awards program announced the first winners of the STAR Retirement Awards—a new awards category covering the retirement plan services marketplace.

Michael Woomer is among the chorus of retirement plan professionals telling plan sponsors that managing fiduciary risk is about having processes in place.

Securian Financial group has unleashed a campaign called BOLD, for “Business Owner Life-stage Design,” that helps advisers address and plan for the many financial needs of small business...

ADP Retirement Services is providing plan sponsors with a self-directed brokerage account (SDBA) option they can offer to their plan...

Sage Advisory Services and July Business Services launched a full-service packaged solution for cash balance plans.

Investors of all ages have an improper allocation to equities in their portfolios, a new study contends.