Products

Custodia Financial is partnering with TSA Consulting Group, a provider of retirement plans administration services.

Advisers can help clients demystify liquid alternatives with a digital education campaign from AllianceBernstein LP.

T. Rowe Price Retirement Plan Services, Inc. has launched its Online Learning Center for participants of the retirement plans for which it provides recordkeeping.

The Principal Financial Group introduced a retirement education program designed to encourage Hispanic employees to participate more in retirement plans.

The two firms are collaborating to provide retirement plan sponsors and advisers with third-party administrator (TPA) services.

An enhanced version of BrokerCheck by the Financial Industry Regulatory Authority (FINRA) gives investors quicker access to investment professionals’ reportable events.

Fidelity Investments has expanded its line-up of short duration bond mutual funds for investors and financial advisers.

Pershing LLC, a BNY Mellon company, announced plans to launch a research-based mutual fund listing that can help advisers balance portfolios across 40 investment categories.

The new fund seeks long-term capital growth by investing in foreign and U.S. companies within the industrials sector.

USI Consulting Group launched a newly designed website (www.usicg.com).

Traditionally, plan sponsors and advisers have focused on fiduciary responsibilities related to the selection and monitoring of investments.

FlexShares has launched its Global Quality Real Estate Index Fund.

Alternative exchange-traded fund (ETF) provider ProShares Advisors LLC launched a new investment-grade bond ETF, designed with a built-in hedge against rising interest rates.

A new practice management platform for retirement plan advisers rolls sales and client service tools into a single, integrated solution.

Assembling the right retirement plan committee can make or break participant outcomes, and often boils down to a combination of diversity, communication and documentation.

Lumesis’ DIVER Advisor software, a cloud-based platform, was added to LPL Financial’s suite for advisers.

A new website offers plan sponsors and advisers guidance on meeting fiduciary obligations related to employer-sponsored retirement plan fee disclosure regulation.

Frozen pension plans are substantially different from open plans and need to be managed accordingly to prevent litigation and ensure positive outcomes for plan participants.

Customers of the Mutual of America Life Insurance Company can now make account-related changes and execute transactions through a mobile website.

Institutional investment data and analytics provider eVestment issued a pair of retooled solutions for managing traditional and alternative investment strategies.