Products & Services

Alerus Retirement Solutions, a division of North Dakota-based Alerus Financial, has gone live with PlanServe’s Relevant Pension Portal.

Putnam Investments is introducing the Putnam Retirement Income Lifestyle Funds, a suite of three income-oriented mutual funds, along with a Retirement Income Analysis Tool. 

The SPARK Institute released a new version of its information sharing standards and data layouts for lifetime income solutions that are used in retirement plans. 

Vanguard has added an optional Guaranteed Lifetime Withdrawal Benefit (GLWB) rider to its Vanguard Variable Annuity.

Charles Schwab has licensed a Dow Jones U.S. Dividend 100 Index to underlie the Schwab U.S. Dividend Equity ETF. 

Lockton Retirement Services is launching its Retirement Readiness Practice and proprietary suite of consulting services.  

Vestmark, a provider of advisory solutions and wealth management technology, has enhanced its VestmarkONE platform. 

SunGard has launched a mobile strategy for retirement plan specialists and financial advisers focusing on wealth management. 

United Retirement Plan Consultants is introducing a Compliance Warranty for its 10,000 current plan sponsor clients as well as all new prospects.

DailyAccess Corporation formed a strategic alliance with October Three, LLC, an actuarial, consulting, and technology firm. 

InvestSimply, a Web-based portfolio management service and registered investment adviser (RIA), is expanding its marketplace for managed personal investment portfolios.

BrightScope and Target Date Analytics released "Popping the Hood, IV," the latest study in a series that provides analysis of target-date funds (TDFs) and fund families.

The Dow Jones Industrial Average (DJIA) is launching a regional version of the index, The Asia Dow.

Fiserv, Inc., a provider of financial services technology solutions, is rolling out a Unified Wealth Management Platform for adviser clients.  

TIAA-CREF has developed a retirement plan solution designed for not-for-profit institutions with $1 million to $20 million in retirement plan assets.

Vanguard will introduce a new fund to its Target Retirement Funds in early 2012, as well as merge two funds with similar asset allocations.

First National Bank of Omaha, the Nebraska Educational Savings Trust, and the State Treasurer announced the launch of the Bank Savings Investment Option, Nebraska's FDIC-insured 529 savings option.  

The Hartford is rolling out The Hartford Lifetime Income solution that can be delivered through 401(k) plans to provide participants with a guaranteed paycheck for life.

Flexible Plan Investments has launched a turnkey, open architecture 401(k) solution called Strategic Advantage 401k.

Lincoln Financial Group is rolling out the LVIP Protected Profile Funds, a target-date fund-of-funds investment option available through its micro-to-small market retirement plan solution.