Products

Small and mid-size businesses have a new nonqualified deferred compensation (NQDC) plan option from The Principal Financial Group.

Lincoln Financial Group’s retirement plan services business launched the Lincoln Secured Retirement Income investment option, a guaranteed withdrawal benefit (GWB) designed to provide guaranteed income for life.

The companies of OneAmerica have opened a new regional office for retirement services in Honolulu.

Five new indices created by Wilshire Associates Incorporated are designed to provide critical benchmarking support to investors seeking exposure to liquid alternatives.

Full-service registered investment adviser (RIA) Redhawk Wealth Advisors Inc. has introduced Fiduciaryk, a turn-key solution for financial advisers to prospect and service qualified retirement plans.

John Hancock Investments lowered expenses across its suite of Retirement Living Portfolios, pledging up to 31% in fee savings for shareholders.

Charles Schwab Bank launched a new share class for the passive Schwab Indexed Retirement Trust Funds (SIRT Funds), featuring a 0.08% expense ratio and a $100 million minimum...

Wells Fargo Advisors (WFA), the brokerage unit of Wells Fargo & Company, recently extended its Envision retirement planning process through the launch of the Income Center.

The Retirement Advantage Inc. (TRA) has introduced a series of plan design solutions aimed at helping employers in various industries boost their employees’ retirement readiness.

LPL Financial LLC is expanding its Worksite Financial Solutions platform to include workshops and webcasts developed and delivered by Financial Finesse’s team of financial planners.

Nationwide announced enhanced retirement plan services to help advisers be more efficient.

TIAA-CREF launched the TIAA-CREF Lifecycle 2060 and Lifecycle Index 2060 Funds, as well as the TIAA-CREF Emerging Markets Debt Fund.

Advisers could serve an untapped market with a new group benefit from the Principal Financial Group that offers income protection for part-time employees.

The Center for Retirement Research (CRR) at Boston College has released a booklet explaining ways retirement savers can use home equity to achieve additional income in retirement.

Charles Schwab announced the addition of more than 60 exchange-traded funds (ETFs) to the Schwab ETF OneSource platform, bringing the total to about 180 ETFs.

Benefit Plans Plus (BPP) LLC has released a new mobile application (app) designed to support retirement plan advisers and 401(k) wholesalers.

Morningstar Inc. introduced the industry's first strategic beta exchange-traded product (ETP) classification system, to help investors better identify, compare and analyze strategic beta investment products.

As software, applications (apps) and technological devices continue to evolve, they will effectively support rather than replace retirement plan advisers.

Beaumont Capital Management (BCM), provider of quantitative ETF-based investment portfolios, launched the new strategies on the ASSETMark platform.

A new white paper from consulting and communication solutions firm ShoeFitts Marketing helps financial advisers establish and adhere to key social media best practices.