Products

Investment research firm Morningstar, Inc. has launched a service to help institutional investors evaluate funds, investment strategies and asset management firms.

J.P. Morgan has entered the exchange-traded fund (ETF) market through the launch of a geographically diverse suite of core equity ETFs called the Diversified Return ETFs.

Mutual of Omaha Retirement Services is now offering 401(k) Admin Advantage, an Employee Retirement Income Security Act (ERISA) 3(16) administration service.

Commonwealth Financial Network launched a new client management dashboard, Client360°, to help financial advisers unify client information and streamline access to planning tools and accounts.

Sage Advisory Services, an Austin, Texas-based asset manager, released a liability-driven investing (LDI) solution tailored for small pension plans.

The Retirement Advantage, Inc. (TRA) launched a new program that provides enhanced operational and business development services to qualifying adviser partners, as well as discounted pricing for sponsor...

Summit Professional Networks has acquired Pension Data Resources, Inc. (PDR), known in the retirement planning industry for its PensionPlanet.com brand.

Independent retirement plan administration firm TriStar Pension Consulting launched a new website featuring improved functionality and navigation for plan sponsors, advisers and participants.

In order to meet demand for a multi-factor approach, State Street Global Advisors (SSgA) unveiled a suite of advanced beta SPDR exchange-traded funds (ETFs).

OneAmerica has relaunched its retirement plan participant website.

Nearly three-quarters (71%) of affluent pre-retirees have not determined their most sensible Medicare option.

Retirement plan sponsors and advisers have a new solution available from Allovest for plan participants who lack access to advice.

Employee Fiduciary LLC is now offering a fee comparison service for 401(k) plan sponsors.

Vanguard’s new “Enroll Now” process simplifies retirement plan enrollment and potentially increases the savings of participants.

The Employee Benefit Research Institute (EBRI) rolled out a new mobile app, offering its research for download.

The SPARK Institute Business Ideas Exchange Committee has released its new “RFP Guide for Selecting Defined Contribution Service Providers.”

BMO Global Asset Management is now offering retirement share classes for four BMO Funds.

Corporations and nonprofits, as well as their advisers, in San Antonio, Texas, now have a new resource for fiduciary services.

Miracle Mile Advisors, a California-based investment advisory firm, has partnered with TD Ameritrade to launch a “modern 401(k) platform” built around low-cost exchange-traded funds (ETFs).

Qualified Plans, LLC (QP) has acquired Benefits Administration Services, LLC (BAS), in Birmingham, Alabama.