Products & Services

Morningstar, Inc. introduced forward-looking, analyst-driven global fund ratings for approximately 350 U.S. funds.  

Gosselin Consulting Group stresses the importance of understanding the different plan financing strategies on 401(k) plan participants in a recently published paper.

Prudential Retirement has launched a Web site that provides plan consultants, advisers, and sponsors multi-media content about retirement income.

Fidelity Investments has expanded its emerging markets fund offering with the Fidelity Total Emerging Markets Fund and Fidelity Emerging Markets Discovery Fund.

The Hartford has launched an online educational resource to help consumers identify potential financial risks and better understand their benefits options. 

DST Retirement Solutions and Wealth Management Systems Inc. (WMSI) formed a partnership to provide expanded rollover service options to DST clients.

WealthTrace has released an online retirement planning application for financial advisers and individuals who want to create their own retirement plan. 

Smart401k is offering a new, flexible service delivery model for plan sponsors and plan-level advisers. 

USAA Life Insurance Cos. has announced a new immediate income annuity, the Guaranteed Retirement Income Plan.

Retirement plan provider Retirement Desk is offering a no-cost fee benchmarking service for advisers and sponsors. 

Fiduciary Benchmarks' Defined Contribution Plan Design Optimization Service provides an analysis of the impact of key plan design parameters on employee retirement readiness.

Aite Group concludes that advisers who manage their clients’ assets directly are in a better position to take immediate action when markets show volatility.

Putnam Investments has launched the Putnam Short Duration Income Fund, which seeks to combine characteristics of both money market funds and ultra-short bond funds.

Russell Investments has launched its first international equity factor exchange-traded funds (ETFs).

Lincoln Financial Group is making its mutual fund-based, net asset value (NAV) retirement solution, Lincoln Alliance, available to small-to-mid-sized retirement plans.

Raymond James has formed a partnership with Actiance to provide its financial advisers access to social media tools including LinkedIn, Facebook, and Twitter. 

Charles Schwab has unveiled several enhancements to its technology offerings that support independent registered investment advisers (RIAs) at its annual conference in San Francisco.

SunTrust Banks, Inc. launched an enhanced version of PlanLink, its online access point for employees of SunTrust’s Institutional 401(k) clients. 

Charles Schwab has made several key enhancements to its Schwab EquiView recordkeeping system and Equity Award Center Web site.

The Retirement Income Solutions division of Sun Life Financial has launched the Sun Life Solutions Variable Annuity and the Sun Income Vision Living Benefit.