Products & Services

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.

New services from TD Ameritrade Institutional are designed to help independent registered investment advisers (RIAs) and third-party administrators (TPAs) grow their retirement plan business and better meet the...

A new article from Securian will help plan sponsors decide if they need help with investment decisions.

Still River announced that its new software is being offered at a discount to NEA (National Education Association) members who are approaching retirement or who are already retired.

Informa Investment Solutions introduced PSN Monitor, an interactive tool enabling institutional investors to incorporate consolidated industry insights into their own due diligence process.

RIA in a Box, a registered investment adviser (RIA) consultancy firm, has partnered with Lloyds of London and the North American Professional Liability Insurance Agency (NAPLIA) to provide errors...

The Hartford Financial Services Group, Inc. launched a new educational program to encourage participation in defined contribution retirement plans, in recognition of national Save for Retirement Week

If you're looking for some assistance in dealing with the new plan fee disclosure regulations, there is a a new solution on the market. 

A 401(k) provider has unveiled a bundled 100% index fund 401(k) program where employees pay only the expense ratios of the index funds.

Pension software provider BLAZE SSI and preapproved document provider McKay Hochman have worked out an agreement allowing the two companies to exchange data between their respective systems.

State Street Global Markets announced the launch of its Systemic Risk Index that measures the U.S. equity market’s vulnerability to market shocks.

Van Eck Global has launched Market Vectors China ETF.

Morningstar introduced a portfolio management and performance reporting service for broker/dealers.

FundQuest, a provider of research and wealth management solutions, announced that Investment Professionals Inc. (IPI) has launched its Private Asset Management (PAM) platform in partnership with the firm. 

MassMutual's Retirement Services Division published a white paper on the latest 403(b) regulations and the impact on fiduciary duties, including Form 5500 reporting/audit requirements and Internal Revenue Service...

Putnam Investments is introducing a module on its plan participant Web site that it says will offer transparent and comprehensive disclosure of fees and...

The paper by ERISA attorney Jamey Delaplane is part of several additions to Principal’s Web site dedicated to fee disclosure education.   

BrightScope announced the launch of BrightScope Beacon, a fund-focused analytics software product designed to help defined contribution investment-only firms better understand the distribution of their funds within 401(k)...