Products

Financial advice and technology company OMYEN Corp. launched a software program that recommends strategies for workers to most effectively draw Social Security benefits.

Commonwealth Financial Network, an independent broker/dealer and registered investment adviser (RIA) network, released Investor360 version 4.0., which features various enhancements and greater customization for advisers.

A new tool from J.P. Morgan Retirement Plan Services gives sponsors and advisers a data-driven view of participant behavior that can help improve plan design and communications.

Over the past couple of weeks, two retirement industry providers have introduced offerings they purport to be the next trend in the evolution of retirement plan offerings.

Putnam Investments is putting more emphasis on investment strategies that can help financial advisers and their clients pursue strong, risk-adjusted performance in volatile markets.

Automatic retirement plan features are gaining traction as a best practice way to help participants achieve retirement readiness, but one provider is taking them a step further.

American United Life Insurance Company (AUL) introduced a pension risk transfer solution.

Schwab Retirement Plan Services, Inc. has launched a full-service 401(k) program based on low-cost exchange-traded funds (ETFs).

Fidelity Financial Advisor Solutions, a unit of Fidelity Investments that provides mutual funds and other investment services, released an interactive calculator that helps financial professionals build fixed-income portfolios.

Called the Principal Income Protector, a new tool from The Principal Financial Group helps financial professionals deliver post-retirement income solutions and advice.

John Hancock Investments is contractually lowering expenses for nearly all funds with Class R6 institutional share classes.

TD Ameritrade Institutional revealed plans to develop and launch an “intelligent technology platform” for use by financial advisers.

TD Ameritrade Institutional launched a campus-to-career program to help independent advisory firms win and retain the next generation of financial services talent.

A new program from TD Ameritrade offers registered investment advisers (RIAs) a turnkey solution for simplified development and management of qualified defined contribution retirement plans.

OneAmerica has launched Index(b), an indexed investing option designed for nonprofit organizations.

Milliman Inc., a provider of actuarial and consulting products and services, has enhanced its retirement-related mobile applications.

Stadion Money Management has added a 401(k) managed account solution to Nationwide’s RIA Managed Accounts Services Platform.

Northeast Professional Planning Group Inc. (NPPG) now offers ERISA 3(16) fiduciary services to assist plan sponsors in day-to-day administration and compliance efforts.

Global Financial Private Capital rolled out Legacy Lock and Adviser to Adviser Continuity, two succession and business continuity programs for partner advisers.

MassMutual’s retirement services division extended its weekday call center hours to be more accessible to plan participants.