Products & Services

Thomas Engelhard has joined Pentegra Retirement Services as Regional Director- Midwest. 

DWS Investments, the U.S. retail unit of Deutsche Bank’s Asset Management division, has launched DWS Rollover Central, an online resource to help guide retirement plan participants through the...

New York Life Retirement Plan Services has introduced a new participant program called MyLifeNow.

Manchester, New Hampshire-based TPA Retirement Alliance has launched SmartPlan Enterprise, an online participant education and communication system.

The benefits, insurance, and wealth management service provider will now be known as NFP.

Newkirk has installed several enhancements to its participant investment information Web application.

SunTrust Banks, Inc. has introduced an interactive online Retirement Toolbox for businesses who choose SunTrust as their 401(k) plan provider.

 J.P. Morgan has enhanced its regulatory reporting services for money market funds to assist asset managers in complying with the Securities and Exchange Commission(SEC) revised Rule 2a-7 requirements.  

A new Fidelity program, “Expand Your Practice,” is intended to help registered investment advisers (RIAs) analyze their readiness to grow through mergers, acquisitions, or hiring new people.

CPI Qualified Plan Consultants, Inc. announced that the Delaware Investments family of mutual funds has been added to its retirement plan platform.

PIMCO has launched the PIMCO High Yield Spectrum Fund.

The Unified Managed Account Exchange, UMAX, will provide independent registered investment advisers (RIAs) with more flexibility and allow them to expand investment options for clients.

The SPARK Institute has published the final version of its Best Practices for ERISA-covered 403(b) plans that must file a full Form 5500. 

 Prudential Investments has launched IPS Scorecard, a tool that helps financial advisers and their plan sponsor clients assess whether their fund lineups meet the criteria in their investment...

 State Street Global Advisors (SSgA) has announced that the SPDR S&P Global Natural Resources ETF (Symbol: GNR) began trading on the NYSE Arca on Tuesday.

Dow Jones Indexes has launched the Dow Jones Emerging Markets Consumer Titans 30 Index, measuring the performance of 30 leading consumer goods and consumer service companies in emerging...

The Insured Retirement Institute (IRI) has published a new version of their retirement-planning resource for financial advisers.

Standard & Poor's has launched the S&P 500 Dynamic VEQTOR X Index, a companion strategy index to the S&P 500 Dynamic VEQTOR Index which was launched last November.

Transamerica Retirement Services has expanded its lineup of available investment choices and investment styles for the small- and mid-sized plan markets.

Charles Schwab is expanding its “MoneyWise” program to Facebook, aiming to attract more Gen Y users.