News

Seven New Index-Based SRI Portfolios Launched

Progressive Asset Management (PAM) announced the launch of "Progressive Track Investments" (PTI), a suite of investment products that are both socially screened and track existing benchmark indices for most major asset classes.

DST Adds Auto Services to RK Platform

DST Systems, a Kansas City, Missouri-based recordkeeping services provider, is adding automatic investment selection and automatic deferral to its existing automatic enrollment capabilities.

Fidelity Tool Targets Plan Review Trend

Citing research that claims that most small businesses review their retirement plans annually — and that more than a quarter will change providers this year — Fidelity Investments has rolled out a tool that may well accelerate those trends.

CAPTRUST&Plan Advisory Services Link Up

CAPTRUST Financial Advisors, an investment research and advisory firm, announced they have entered into a letter of intent to acquire substantially all of the assets of Philadelphia-based Plan Advisory Services, Inc.

Map Quest

Mapping funds remains one of the central issues in maintaining 404(c) compliance

Pro Active

Study finds more actively-managed funds have higher performance

Pay Check

Sometimes, tracking your income can be the hardest part of serving the retirement plan market