Products

Software developer NextCapital Group says it is building digital portfolio management and advice delivery tools that have the potential to reshape the defined contribution (DC) retirement plan industry.

Pentegra Retirement Services introduced the “Pentegra SmartPath,” a new brochure that details recommended progressive 401(k) plan design best practices.

Unified Trust Company has partnered with Castle Rock Innovations to implement the AXIS Retirement Analytics Platform for plan cost and performance benchmarking purposes.

Thomson Reuters launched a suite of indices to measure the performance of European companies with superior ratings for environmental, social and corporate governance (ESG) practices.

Safe harbor 401(k) plans require an initial plan year at least three months long, making October 1 the effective deadline for establishing a new safe harbor plan in...

Retirement plan investment adviser Plan Strategies, Inc. (PSI) launched three portfolio allocation offerings.

The Institute for the Fiduciary Standard is recognizing September as a month for renewed focus on fiduciary issues and outreach.

Merrill Edge’s MythBuster, which helps small-business owners navigate retirement plan choices, can be a resource for advisers answering questions about starting a plan.

Lincoln Financial Group’s Retirement Plan Services business enhanced its Ibbotson Insight Series investment lineup available in the Lincoln Director employer-sponsored retirement plan program.

The Total Social Security program, from Senior Market Sales, supplies advisers with the necessary tools and resources to serve growing client demand for Social Security strategies.

Triad Hybrid Solutions, a registered investment advisory firm (RIA) newly created by Triad Advisors, serves fee- and commission-based independent financial advisers.

A new collective investment fund from Alta Trust Company strives to bring an endowment investment philosophy and liquid alternative opportunities to defined contribution retirement plans.

The Social Security Administration has declared this week “National my Social Security Week.”

The ModelTool(k)it from Matrix Financial Solutions helps advisers manage portfolio models of recommended mutual funds and ETFs in 401(k) plans. 

A new target-date fund series will be co-managed by Morningstar Associates and AllianceBernstein, and boasts a diverse cast of managers, including Franklin Templeton and PIMCO.

Guide Financial, a provider of software solutions for advisory firms and financial institutions, has launched a new investment analytics and portfolio builder program.

Four new tablet-friendly retirement readiness modeling tools from Wealth Management Systems Inc. (WMSI) help users set and track retirement savings goals based on projected income needs.

LPL Financial LLC has launched its new Worksite Financial Solutions website to help employees gain confidence in their financial future.

LPL Financial LLC has partnered with financial technology firm Redtail Technology, Inc. to revamp LPL’s customer relationship management (CRM) platform and enhance the firm’s core technology offerings.

Retirement Revolution, a provider of retirement planning and investment platforms, has added AdviceIQ’s digital branding and database services to its suite of financial adviser tools.