T. Rowe Launches New Advisory Service Suite
T. Rowe Price has launched an enhanced suite of retirement-oriented Advisory Planning Services.
News
Firm Unveils Portfolio Performance Monitoring System
A Portland, Oregon firm has unveiled a new Web-based portfolio investment monitoring system.
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.
Benefits Consultant Develops Pension Metrics
A Washington, DC-based benefits consultant has released a list of pension metrics intended to give the best indicator of a plan's true performance.
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.
SunGard Snaps Up Managed Account Provider ProNvest
SunGard announced Thursday that it has acquired Chattanooga-based ProNvest, a provider of managed account services.
Alphabet Soup
What do your designations really mean to plan sponsors?
Getting Better
Is your continuous improvement stalled at the expense of the plan participant?
Map Quest
Mapping funds remains one of the central issues in maintaining 404(c) compliance
From the Front Lines
Front-line experiences to help you experience the normalcy of a "normal" day
Fee for All
Law firm launches lawsuits over 401(k) fees
Pro Active
Study finds more actively-managed funds have higher performance
Poor Planning
Little thought bent toward retirement
Adviser Support
Hot off the Presses: New products, highlights, announcements
Pay Check
Sometimes, tracking your income can be the hardest part of serving the retirement plan market
22c-2 Is Here
22c-2 reverberates with retirement plan advisers
Walking A Fine Line
Advertising prohibitions can snare the unwary
Buddy System
Retirement plan relationships are evolving from a casual give-and-take toward something more formal