Products & Services

United Retirement Plan Consultants is introducing a Compliance Warranty for its 10,000 current plan sponsor clients as well as all new prospects.

DailyAccess Corporation formed a strategic alliance with October Three, LLC, an actuarial, consulting, and technology firm. 

InvestSimply, a Web-based portfolio management service and registered investment adviser (RIA), is expanding its marketplace for managed personal investment portfolios.

BrightScope and Target Date Analytics released "Popping the Hood, IV," the latest study in a series that provides analysis of target-date funds (TDFs) and fund families.

The Dow Jones Industrial Average (DJIA) is launching a regional version of the index, The Asia Dow.

Fiserv, Inc., a provider of financial services technology solutions, is rolling out a Unified Wealth Management Platform for adviser clients.  

TIAA-CREF has developed a retirement plan solution designed for not-for-profit institutions with $1 million to $20 million in retirement plan assets.

Vanguard will introduce a new fund to its Target Retirement Funds in early 2012, as well as merge two funds with similar asset allocations.

First National Bank of Omaha, the Nebraska Educational Savings Trust, and the State Treasurer announced the launch of the Bank Savings Investment Option, Nebraska's FDIC-insured 529 savings option.  

The Hartford is rolling out The Hartford Lifetime Income solution that can be delivered through 401(k) plans to provide participants with a guaranteed paycheck for life.

Flexible Plan Investments has launched a turnkey, open architecture 401(k) solution called Strategic Advantage 401k.

Lincoln Financial Group is rolling out the LVIP Protected Profile Funds, a target-date fund-of-funds investment option available through its micro-to-small market retirement plan solution.

John Hancock Funds has established a series of R share classes for many of its mutual funds.

FPA has launched an International Value Strategy, which will be available to institutions.

S&P Indices and the Australian Securities Exchange (ASX) have launched a package of benchmarking tools for fixed interest investments in Australia.

Van Eck Global has launched Market Vectors Renminbi Bond ETF, which offers investors exposure to Chinese renminbi (RMB)-denominated bonds, often referred to as “dim sum” bonds.

MFS Investment Management has launched the next module in its Advanced (k) practice management program for defined contribution advisers.  

Mid Atlantic Trust Company (MATC) is offering reduced pricing for its ModelxChange service.   

LPL Financial Retirement Partners has added a comparison function to its suite of tools for retirement plan advisers.   

The guide provides an overview of the upcoming Department of Labor (DoL) regulations regarding fee disclosure requirements that service providers must provide to plan sponsors by April 1,...