Investment Instruments

The Principal Financial Group has created a set of tools, training and resources for third party administrators that deal with practice management, new business prospecting and retirement plan business education.

Roger Rocha will be responsible for developing Guardian Retirement Solutions defined contribution plan sales.

New indexed annuity features retirement income, chronic care and death benefit.

Beacon Research found overall fixed annuity sales amounted to $16.9 billion in the first quarter, down 2.2 percent from the fourth quarter of 2011.

Diversified is giving plan sponsors advice on how to design their plans to optimize employee retirement savings.

NCPERS study suggests public pension plans are well-funded, enjoying healthy returns on investment and ready to adapt to the future.