Products

Mesirow Financial’s Investment Strategies group is hosting a series of educational webinars titled “Fiduciary Responsibilities and Outsourcing Options.”

CPI Qualified Plan Consultants Inc. combined its six regions into three divisions: Northeastern, Central/Southeastern and Western.

 Client360° Trading, a new platform for the firm’s Client360° suite of tools, was rolled out by Commonwealth Financial Network, a registered investment adviser.   

Fidelity Investments has launched Plan for Life, an enhanced retirement planning solution.

Securian has added a QR (quick response) code to retirement plan participants’ quarterly account statements and envelopes.

The Russell Multi-Strategy Alternative Fund and the Russell U.S. Strategic Equity Fund were introduced by Russell Investments. 

 The Value Line Asset Allocation Fund (VLAAX) has been added to the Schwab Mutual Fund OneSource Select List.   

Wells Fargo Retirement announced enhancements to its service that measures the effectiveness of employer-sponsored retirement plans.

Custodia Financial launched Protect My 401(k) Loan, a campaign to raise awareness of 401(k) involuntary loan defaults, and introduce a solution.

The financial services provider Securian enhanced its Book of Business tool to allow advisers to see their Securian accounts from a number of angles.

Fiduciary Benchmarks (FBi) will provide 408(b)(2) summary disclosure documents and independent third-party benchmarking to ExpertPlan’s 16,000-plus clients.

Plan sponsors are preparing for the first participant fee disclosures to be issued by August 30.

Determining cash flow and examining fixed expenses are crucial in achieving retirement readiness, according to financial advisory firm’s “90/70/30” Rule.”

Sentinel Benefits & Financial Group (SBFG) released a mobile application that enables employees to verify their retirement plan and reimbursement account balances.

Enhancements to TD Ameritrade Institutional’s rebalancing software allow advisers to submit trades from iRebal directly to Veo, saving time and reducing risk.  

A mobile application for corporate executives participating in deferred compensation programs was released by NFP Executive Benefits.  

 A registration maintenance service for compliant document management was rolled out by RIA in a Box, a provider of registration and compliance consulting services.   

The actively managed long/short exchange-traded fund (ETF) is the latest offering from AdvisorShares.

New York Life Retirement Plan Services has enhanced its Client Access website, with upgrades to plan participation and contribution dashboards for each plan sponsor.

Proprietary environmental, social and governance (ESG) ratings from Mercer will be included in client reports related to manager searches and performance.