DWS Scudder Adds Morningstar Services
DWS Scudder announced it has added the managed account component of Morningstar Retirement Manager to its defined contribution investment advisory services.
News
T. Rowe Launches New Advisory Service Suite
T. Rowe Price has launched an enhanced suite of retirement-oriented Advisory Planning Services.
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...
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...
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...
SunGard Snaps Up Managed Account Provider ProNvest
SunGard announced Thursday that it has acquired Chattanooga-based ProNvest, a provider of managed account services.
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Pay Check
Sometimes, tracking your income can be the hardest part of serving the retirement plan market