Products & Services

 Tamarac, a division of Envestnet Inc., will participate in Schwab Intelligent Integration, according to Schwab Advisor Services.   

 Pulse Logic introduced a benchmarking tool to help plan advisers assess the services they provide and what fees are appropriate.   

The Principal Financial Group created an online resource to help plan sponsors understand the new retirement plan disclosure regulations.  

 LPL Financial launched the Rollover Results Program, a platform for retirement plan advisers, plan sponsors and plan participants.   

 The Board Institute Inc. introduced an evaluation and education tool in collaboration with fi360, CEFEX and Cambridge Fiduciary Services LLC.   

 Jefferson National increased its alternative investment offerings with a number of fund additions.  

Fiduciary Plan Governance LLC released a product to help assist with the burden and risk of new fee disclosure requirements.

Mercer introduced “My Retirement Workshop,” an online retirement planning and education campaign for employees whose 401(k) plans it administers 

A workplace investor education program field tested in three states increased employee participation in workplace savings and investing programs, its creators claim.

 Amp, an interactive marketing tool, was introduced by Boulevard R for advisers to use with prospects and clients on an iPad.   

Fidelity Investments launched its first global equity income funds.  

FiPath for Advisors introduced ReferMyAdvisor, which generates prospective clients through an automated e-mail marketing platform that contacts an adviser’s existing clients.  

 The Fidelity Investments App was updated to enable stock plan participants to better access and track their portfolios, and conduct transactions.   

 The Penn Mutual Life Insurance Company introduced the Smart Foundation Variable Annuities that add some flexibility to guaranteed retirement income.   

The Hartford introduced three investment managers and 16 investment options to its defined contribution (DC) retirement program offering.

Financial Engines' Income+ has been integrated into J.P. Morgan Retirement Plan Services’ 401(k) offering.   

Putnam Investments plans to offer two new share classes to qualified retirement plans.

 Pacific Life introduced an online tool to help advisers engage clients in a conversation about building sustainable lifetime retirement income.   

Findley Davies, a human resources consultant, launched “Retirement Focus,” a mobile application for iPhones and Android smartphones.

A certification program for ERISA 3(38) for advisers was initiated by Rosenbaum Law Firm and DALBAR Inc.