Products & Services

Ascensus has partnered with Mesirow Financial’s Investment Strategies Group to deliver investment fiduciary protection to plan sponsors.

Charles Schwab issued a report today that examines how independent registered investment adviser (RIA) firms can benefit from segmenting their client base and offers strategies on how to...

A recent upgrade to AdvisorVision monitors retirement plans and automatically alerts advisers when something in the plan requires their immediate attention.

Van Eck Global launched an exchange-traded fund (ETF) which seeks to give investors exposure to the equities of companies primarily engaged in the producing, refining, and recycling of...

ING Investment Management reduced the expense ratios for the "I" shares of five of its actively managed fundamental equity funds, the company announced.

Participants in nonqualified deferred compensation (NQDC) plans have a new online education resource: the Web site myNQDC.com.

Diversified Investment Advisors has a new in-plan investment option that guarantees income for life, while allowing retirement plan participants to participate in the stock and bond markets and...

USAA has launched two new mutual funds addressing inflation and rising interest rates.

MetLife Resources entered into a partnership with Advised Assets Group, LLC (AAG), a registered investment adviser that delivers investment advisory services to defined contribution plan sponsors and plan...

The Newport Group introduced a new personal account aggregation feature for participants in its plans.

AARP has revamped its retirement calculator “to enhance usability, but maintain accuracy in its results.”

CPI Qualified Plan Consultants, a third-party recordkeeping and administration company, announced the addition of a third fixed-interest option from VALIC to the CPI platform.

The Principal Financial Group created the “Savings-to-Employment Income Ratio” to help investors estimate the health of their retirement savings; a white paper was written to complement the tool. ...

BPAS, a provider of defined contribution (DC), actuarial, institutional trust and flex services, has upgraded its Web site.

BlackRock, Inc. and SunGard have announced a solution that will support the use of funds generating lifetime retirement income within corporate defined contribution (DC) plans.

Tamarac Inc., a provider of integrated portfolio management software and services, has created Advisor View, a new performance reporting application.   

ETF Securities announced that ETFS Precious Metals Basket shares will be listed on the NYSE Arca on October 22, 2010, trading under the ticker symbol GLTR.

The U.S. Department of Labor (DoL) and the American Institute of Certified Public Accountants (AICPA) have launched a Web site to help small businesses select a retirement plan...

Advisers who use Loring Ward for investment management, business management, and practice development will be offered enhanced investment policy statement (IPS) models.

Northern Trust released Data Direct, an application designed to access risk and performance data through Microsoft Excel.