Products

A new white paper helps plan fiduciaries understand their responsibilities and adhere to the standards of conduct that apply to them.

Morgan Stanley will be offering retirement products from the Guardian Insurance & Annuity Company, Inc. on its wirehouse retirement platform.

The Financial Planning Association (FPA) launched a collection of web-based “Knowledge Circles” aimed at fostering communication and collaboration among its members.

Financial technology provider RiskFirst, formerly PensionsFirst, has expanded the focus of its pension risk analytics software for wider application in multi-asset portfolio management and compliance settings.

Don’t call index investing passive. Charles Schwab, founder and chairman of Charles Schwab, says that does a real disservice to investors. 

John Hancock Retirement Plan Services added five new asset-allocation options to the JH Signature 401(k) Plan Platform.

The Retirement Advantage, Inc. (TRA), a third-party administrator (TPA), is restructuring how it serves clients.

The Center for Fiduciary Excellence (CEFEX) expanded its adviser certification test to include more data security questions, reflecting the industry’s heightened awareness of cybersecurity threats.

The Insured Retirement Institute (IRI) and HealthView Services developed a health care cost assessment program that helps financial advisers prepare clients for long-term health care spending needs.

Investment solutions provider Manning & Napier launched a new website and retirement plan “prioritizer” to help advisers steer plan sponsor clients towards long-term benefits success.

Eagle Asset Management has initiated distribution of collective investment trusts (CITs).

The SVAnalyzer was created to evaluate 10 critical factors that can make it difficult to compare one stable value investment with another.

A new financial wellness program from Merrill Lynch helps clients assemble and compare competing financial concerns while also shaping an individualized, goal-oriented path towards a better retirement.

Retirement Clearinghouse LLC (RCH) introduced an Internet-enhanced, comprehensive search service to locate missing retirement plan participants.

Small business owners and human resources staffers can save nearly $1,000 in waived 401(k) plan startup fees through a promotion from ShareBuilder 401k to mark Small Business Week.

Plan sponsors need to understand key issues as they meet their fiduciary obligations in this changing world, Bob Collie of Russell Investments says.

Compliance consulting firm Lexington Compliance launched a registered investment adviser (RIA) registration service to help clients establish and manage new independent financial services firms.

Financial planning technology provider OMYEN Corp. recently upgraded its Social Security Maximizer software and will provide free training on maximizing benefit payments from the federal program.

T. Rowe Price, a provider of investment management services, has launched the new Credit Opportunities Fund.

A new program from the Money Management Institute (MMI) and Wheelhouse Analytics provides broad-based training on managed account solutions to the employees of financial services firms.