Products

BlackRock's iShares Exchange Traded Funds (ETFs) business launched seven new fixed-income funds. 

Schwab launched two platforms as part of the Schwab Intelligent Integration initiative: Schwab OpenView Integrated Office and Schwab OpenView Gateway for Salesforce.

DST Systems Inc. announced a new administrative solution that makes retirement income products more widely available to sponsors of defined contribution retirement plans and their participants. 

 T. Rowe Price launched Ready-2-Retire, a web-based tool that allows investors to envision how they might live in retirement.    

 One of the key reasons for the 403(b) Transparency Taskforce’s new 403(b) model disclosure form is so vendors can show plan sponsors that they offer more than just...

Putnam Investments has been added to the Merrill Lynch Advisor Alliance platform.

Folio Institutional and unitZXchange LLC launched a portfolio unitization service. 

The Principal Financial Group has enhanced its resources, education and training for financial professionals. 

LPL Financial Retirement Partners launched two new tools as part of its Retirement Partners tool suite for advisers.  

Mesirow Financial and PNC Institutional Investments introduced Employee Retirement Income Security Act (ERISA) Section 3(21) and 3(38) fiduciary services for PNC's Vested Interest retirement plan sponsors. 

Cerulli Associates predicts the IRA marketplace will grow steadily over the next five years and expects assets to rise to $7.3 trillion by 2016.

Cerulli Associates estimates there were approximately 11.5 trillion investable asset dollars in retirement income opportunity (RIO) households in 2010, and this number is expected to reach $13.7 trillion...

ProShares launched ProShares UltraPro 10 Year TIPS/TSY Spread (UINF) and ProShares UltraPro Short 10 Year TIPS/TSY Spread (SINF).  

Financial advisory firm Guardian Capital Advisors, LLC, released a podcast about 401(k) planning for companies.

Pioneer Investments launched a tool for registered investment advisers (RIAs) to help them comply with the new 408(b)(2) regulation.  

Principal Financial Group released a white paper called “Income Distribution: Comparing a Bucket Strategy and a Systematic Withdrawal Strategy.” 

Judy Diamond Associates launched its BrokerSight database, which helps subscribers identify and begin relationships with producers in the retirement market.

IRA Financial Group has launched a free, online Solo 401(k) contribution calculator.

Roland|Criss published its third in a series of white papers addressing the new 408(b)(2) regulation’s specific impact on retirement plan sponsors.

EPIC Advisors Inc. (EPIC) chose Castle Rock Innovations’ (CRI) AXIS Retirement platform to provide compliance with the Department of Labor’s 408(b)(2) fee disclosure requirements.