Products

ANB Teams Up to Offer Retirement Solution

American National Bank of Texas (ANB) has teamed up with several firms to offer a retirement plan services solution known as the Select Open Architecture Retirement (SOAR) program.

Helping DC Plans Improve Investment Outcomes

A manager of managers approach may help defined contribution (DC) plan sponsors offer more diversified investment options to participants without overwhelming them with too many options or increasing...

MFS Releases Flexible Equity Fund

MFS Investment Management has released the MFS Managed Wealth Fund, a flexible equity fund that seeks to provide capital growth with moderate volatility.

A New Proposal for Monitoring TDFs

Whether a target-date fund (TDF) series is considered “to” or “through” retirement is not the appropriate basis for determining its peers for comparison, contends Cammack Retirement Group.

Jemstep and Redhawk Partner on Advice Delivery

Registered investment advisory firm Redhawk Wealth Advisors has partnered with online investment advice provider Jemstep to deliver digital investment advice solutions under the Redhawk Online Advisor brand.

BlackRock Revamps LifePath Strategies

BlackRock has added two new strategies to its series of LifePath target-date funds (TDFs) that apply principles from the firm’s latest research into glide path investing.

FCRC Apps Launches SkyBoks Document Portal

FCRC Apps, the technology developer behind eFiduciary.net, has added the new “SkyBoks” document upload and management feature to its suite of Web-based fiduciary governance tools.

J.P. Morgan Retirement Link Goes Mobile

J.P. Morgan Retirement Link, the firm’s retirement plan administration solution for small and mid-size employers, has gone mobile with a new iPhone and Android application.