Products & Services

The Worksite Financial Solutions platform from LPL Financial LLC provides tools for plan sponsors and advisers to help participants throughout financial life stages.  

Lincoln Trust has introduced a low-cost retirement plan solution, Model(k), providing fiduciary risk management for broker/dealers serving the small and midsize 401(k) market.

Putnam Investments is helping 401(k) participants gauge how much income they will need for health care costs in retirement.

Dunham & Associates Investment Counsel Inc. (DAIC) launched the Dunham Alternative Strategy Fund (DNASX).

Vanguard is expanding its family of low-cost bond offerings.

Mutual of America has developed 10 questions plan sponsors should consider when evaluating their organization’s retirement plan.

RolloverSystems has rebranded to Retirement Clearinghouse (RCH) and is expanding its suite of services.

Mercer launched the Mercer U.S. Pension Buyout Index, featuring monthly average pricing information from independent third-party insurers.

Together with CMG Capital Management Group, Jefferson National has launched three new tactically managed model portfolios.

New York Life Retirement Plan Services launched its mobile application for retirement plan participants.

Alta Trust Company announced it has partnered with custodian Folio Institutional for investment managers seeking to establish collective investment funds.  

Prudential Retirement has joined the annual America Saves Week campaign to encourage Americans to make a commitment to increase savings...

State Street Global Advisors (SSgA) introduced the SPDR Russell 2000 Low Volatility ETF (SMLV) and the SPDR Russell 1000 Low Volatility ETF (LGLV).

ING U.S. has expanded its suite of retirement saving, planning and education resources with a new Web-based financial benchmarking tool.

Clear Sailing Investment Group (CSIG) and Hand Benefits & Trust launched collective trust funds for Clear Sailing’s retirement plan clients.

ERISA (Employee Retirement Income Security Act) 3(21) and 3(38) fiduciary services have been added by July Business Services for qualified retirement plan sponsors.  

Strategic Benefits Services (SBS) is expanding to include clients throughout the New England Region.

Retirement Plan Consultants (RPC) has implemented SunGard’s Relius Administration plan administration and recordkeeping solution.

The 7th Annual America Saves Week is February 25 through March 2.

Northwestern Mutual is hosting a webcast designed to shatter the top five retirement planning myths.