Products

SEI Advisor Network’s new Service Delivery Initiative aims to help advisers with electronic proposal generation, statement and account level reporting, and transaction automation.

BrightScope, a 401(k) data and analytics firm, and Target Date Analytics LLC, a consulting and research firm, unveiled the BrightScope On Target Index to help measure the risk...

The ABA Retirement Funds Program has launched what it calls "an enhanced investment structure" for program participants.

A new partnership between EPIC Advisors Inc. and Mutual of Omaha offers banks and trust companies a retirement plan offering to provide to their clients.

Charles Schwab is rolling out eight new ETFs with expense ratios matching or lower than its competitors at Vanguard, State Street, and Barclays.

Invesco Aim has made some changes to the firm’s target-date funds.   

A new partnership aims to help plan sponsors, their advisers, and third-party administrators to “easily manage the accounts of terminated participants, keep their savings invested in retirement, and...

Prudential Financial has been talking about a new kind of retirement – now the firm has rolled out those ideas as a product design.

CDM Retirement Consultants, Inc., a Towson, Maryland, provider of open-architecture retirement plan solutions, is now offering administration services for defined benefit plans, including cash balance plans.

J.P. Morgan Funds has launched an online version of its target-date evaluation program, the Target Date Compass.

AXA Equitable Life Insurance Company recently launched a program to attract women consumers and financial professionals.

State Street Corporation said it enhanced its wealth management platform to allow for customizable interfaces for its wealth management customers.

Merrill Lynch Global Wealth Management (MLGWM) has announced the launch of My Retirement Income, a feature within the Merrill Lynch Retirement Income Service that connects retirement income planning...

Third party administrator (TPA) Sentinel Financial Group will be installing vWise SmartPlan Enterprise onto its SunGard Relius platform January 1.

The American Funds Target Date Retirement series is making plans to add a new fund to the series.

The Hartford Financial Services Group, Inc. has introduced The Hartford’s Personal Retirement Manager, a new tax-deferred retirement savings vehicle. 

The Securities and Exchange Commission (SEC) today launched an investor education Web site that provides investors with in-depth information and "top tips" on how to invest wisely, plan...

Hand Benefits & Trust (HB&T), a BPAS Company, has launched a new collective investment fund (CIF) designed to meet the needs of Muslim investors within their qualified retirement...

Newkirk announced the availability of a plan communications solution designed both to lower provider costs and to satisfy more demanding notice and educational requirements.

The Retirement Security Coalition has unveiled a Web site designed to serve as a portal to information on the Web about saving for retirement.