Products & Services

Invesco is adding a consulting series to its PlanForward program, designed to help advisers and consultants build a compelling value proposition and enhance their brand recognition.

GuidedChoice has launched Retirement Readiness, a solution that allows retirement plan participants to see how prepared they are for retirement and helps them take action to improve their...

Fidelity Investments has expanded its Spartan equity index mutual fund line-up with five low-cost funds.

The new fiduciary designation, Global Fiduciary Strategist (GFS), is being offered by 3ethos, a fiduciary training firm.

Hank Kim, Esq., Executive Director and Counsel for the National Conference on Public Employee Retirement Systems (NCPERS), has unveiled a proposal for a new type of retirement plan.

Morgan Stanley Smith Barney is offering a new service to help corporate clients track retirement eligibility dates and collect employment taxes from employees who receive restricted stock units...

RidgeWorth Investments launched a Web site dedicated to helping financial advisers learn how to use online tools to grow their business.

MetLife Resources has launched a redesigned Web site to help plan sponsors and participants better plan for retirement. 

Transamerica Retirement Services has launched RetireTrack, a Web-based interactive and customizable retirement savings tools for retirement plan participants. 

Vanguard will offer a bundled 401(k) and profit-sharing plan service for companies with assets of less than $20 million through a partnership with Ascensus.

Jennifer A. Cooper, CFA, has established Diligence Review Corp. to meet the demand for specialty due diligence services.

To empower employers and provide them with actionable information about their plan participants’ retirement readiness, Putnam Investments is making its Lifetime Income Score available more broadly to the...

Cambria Investment Management has filed paperwork with the Securities and Exchange Commission (SEC) to market its own line of actively managed exchange-traded funds (ETFs).

Russell Investments is aiming to help plan sponsors have a better understanding of if their participants are saving enough for retirement with its new “Target Replacement Income” (TRI)...

Fidelity Investments is rolling out a fixed income market research and education site.

Fifth Third Bank announced changes to its retirement planning site in response to feedback it collected through surveys, focus groups, and other interactions with its 401(k) clients.

Nationwide Financial Services, Inc. has expanded its retirement plan offerings with a new product “designed by and for retirement plan specialist advisors.” 

The Profit Sharing/401(k) Council of America (PSCA) has released a three-course 401(k) Day campaign that encourages employers to promote the benefits of saving for retirement year-round.

ADP has established a Strategic Advisory Services group, dedicated to advising clients on their benefits administration services.

UBS Investment Bank introduced 12 ETRACS Exchange Traded Notes (ETNs) linked to the daily performance of an index in the S&P 500 VIX Futures Index Series, which began...