Products

Boutique investment advisory and consulting firm Cafaro Greenleaf has launched ERISA 3(21) and 3(38) investment fiduciary services in response to strong demand.

The launch of ERISApedia.com provides retirement plan sponsors, administrators, attorneys and advisers with easy access to compliance information and important retirement industry materials.

With plans for a new exchange-traded fund platform branded under New York Life’s MainStay Investments business, one investment solutions provider says it’s time to double down on ETF...

Mercer announced the release of informational booklets providing updated guidance about Social Security and Medicare for 2015.

Fidelity Investments reached an agreement to acquire wealth planning software company eMoney Advisor.

Veo One, TD Ameritrade’s adviser platform, offers a single sign-on adviser command center that lets advisers access and manage all tools and applications from one platform.

An educational video series by the Stable Value Investment Association has been released, advising investors and financial professionals about stable value funds.

Pershing rolled out the Retirement Plan Network, which aims to help broker/dealers, investment advisers and registered investment advisers (RIAs) expand their retirement business.

Incapital and Nuveen Asset Management created an equity unity trust built around Bob Doll’s 2015 market predictions, released January 7.

Plan Administrators Inc. launched the Co-Pilot 401(k) program, aimed at addressing the challenges faced by retirement plan investors and their advice providers.

HighMark Capital Management has selected Clearwater Analytics to provide investment accounting, reporting and data management.

PNC Retirement Solutions released a zero revenue sharing mutual fund platform for defined contribution retirement plans.

A new product expands access to institutionally priced lifetime income for thousands of retirement plan participants.

Chatham Partners announced a new market research platform for asset managers and retirement plan service providers aimed at boosting client service efficiency.

A tool from FinMason aims to help 401(k) investors get a better understanding of their retirement plan investments.

Asset management company Schroders introduced an R6 share class across 10 of its mutual funds and is making adjustments to bolster its presence in the United States.

A new paper from TIAA-CREF outlines a process for evaluating the reasonableness of retirement plan fees.

A new company is providing a new way to benchmark fees paid by retirement plans.

Ongoing fiduciary responsibility and spending money on former employees are two reasons to consider amending a plan to include automated rollovers, Millennium Trust says.

A U.S. Congressman has introduced a bill to encourage small businesses to offer retirement plans for employees.