Products

Broadridge Financial Solutions Inc. collaborated with BlueRush Digital Media to create an online communication solution for financial advisers.

Financial Plan Inc. of Bellingham, Washington, launched a new branch of business dedicated to 401(k) plans.

Russell Investments compiled a handbook outlining the major issues facing corporate pension plan sponsors.

United Technologies Corporation (UTC) is helping participants tackle longevity risk with a new default investment option.   

Web-based software introduced by Commonwealth Financial Network and IPS AdvisorPro helps advisers create fully compliant investment policy statements.

The Guardian Insurance & Annuity Company Inc. (GIAC) unveiled a website to help plan sponsors and plan participants navigate the 401(k) marketplace. 

Wilshire Associates Incorporated rolled out the Wilshire Compass Portal, an enhanced Web-based investment manager questionnaire that populates its PC-based fund management tool, Wilshire Compass.

Advantus Capital Management launched an institutional share class of the Advantus Strategic Dividend Income Fund, which invests in a...

A concentrated equity fund launched by Natixis Global Asset Management (NGAM) seeks value opportunities across market capitalizations.

Allianz Life Insurance Company of North America created a planning tool to give investors and advisers a “framework for a retirement income strategy.” 

Alliance Benefit Group North Central States, Inc. launched a redesigned website. 

To help retirement plan fiduciaries navigate the maze of changing regulatory requirements, MassMutual's Retirement Services Division updated its fiduciary guide.  

J.P. Morgan Retirement Plan Services launched a mobile application for 401(k) plan participants.   

Broadridge Financial Solutions is offering a turnkey solution to help its clients meet the U.S. Department of Labor's (DOL) 408(b)(2) fee disclosure reporting requirements. 

PENSCO launched PENSCO SuccessorCustodian.

Manning & Napier introduced a suite of ten actively managed target-date funds (TDFs) that will invest in a variety...

BNY Mellon has created a unit to help clients manage collateral.

T. Rowe Price released a mobile application to allow investors to manage their accounts and view fund information.

Achaean Financial announced a strategic partnership with Envestnet, which will allow the integration of Achaean's software into Envestnet’s wealth management platform.

 Beware of the money trolls, creatures that portray setbacks to saving for retirement in a new Facebook game.