Products & Services
SPARK Adds to Q&A for 403(b) Best Practices
The SPARK Institute has posted more than 20 answers to new questions it has received regarding its 403(b) Plans Information Sharing Data Elements Best Practices and Best Practices...
MetLife Offers Tool to Benchmark Benefits Offerings
MetLife has announced the availability of its enhanced Web-based Benefits Benchmarking Tool, designed to help employers and brokers deliver strategic benefits decisions and recommendations.
John Hancock to Offer both “To” and “Through” Lifecycle Choices
John Hancock Retirement Plan Services (RPS) announced it will offer two suites of Lifecycle portfolios, providing participants a choice in 401(k) asset allocation options.
Adhesion Wealth Advisor Solutions Releases New iPad App
A new enhancement from Adhesion Wealth Advisor Solutions makes RIA portfolios and performance reports available to clients on their iPads.
Wolters Kluwer Launches Automated Amendment Software
Wolters Kluwer Law & Business has launched ftwPro Amend as part of its ftwilliam.com portfolio.
Mesirow to Provide Strategic Asset Class Models for ABG
Mesirow Financial has been engaged to provide strategic asset allocation models for participants in client plans offered by Alliance Benefit Group (ABG).
Van Eck to Announce India Small-Cap ETF
Van Eck Global has scheduled the August 25, 2010, announced launch of its Market Vectors India Small-Cap Index ETF (SCIF).
Transamerica “Unlocks” Social Security
A new education program from Transamerica gives advisers non-product specific guidance to help them educate their clients about Social Security, according to a recent announcement.
UBS Revives Adviser Training Program
UBS AG’s U.S. wealth management arm is hosting its first broker training class in two years, another sign that firms are seeking new ways to expand their recruiting...
U.S. Retirement Partners Adds to 403(b) Network
U.S. Retirement Partners (USRP) has acquired United Specialty Benefits (USB), which will be part of USRP’s national network that provides 403(b) retirement benefits and other services to the...
Stable Value Consultants Open for Business
Chris Tobe has started a niche consulting firm that works primarily on stable value.
Vanguard Launches 2055 Target-Date Offering
The Vanguard Group has unveiled the Vanguard Target Retirement 2055 Fund, for investors 18 to 22 years old.
The Principal Introduces New Exit Planning Tools
With a new suite of tools and support from The Principal Financial Group, financial advisers can help business owners develop sound business exit or succession plans.
Chubb, Law Firm Team up for ERISA Guide
An Employee Retirement Income Security Act (ERISA) law firm and an insurer have teamed up to prepare a guide about ERISA’s fiduciary liability provisions and how fiduciary insurance...
Manulife to Offer Franklin Templeton Target-Date Offerings
Manulife Financial has announced a new strategic arrangement with Franklin Templeton Investments under which Templeton LifeSmart Portfolios will be made available to Canadian group retirement clients.