Products & Services

 Investment Risk Management Systems Inc. has released a new Web-based tool that uses risk, return and persistence ratings to identify funds with low risk and high returns.

 Standard & Poor's has launched a series of credit default swap sector indexes. 

 Fidelity Investments has announced it has restructured its 20‐year‐old Select Environmental Portfolio to increase exposure to faster growing industries, such as alternative energy and energy efficiency, while reducing...

Transamerica Retirement Services recently launched two new resources to help third party administrators build and expand their own retirement plan business. 

Morningstar, Inc. has created the Morningstar StockInvestor Core Index , a diversified portfolio of stocks from the Tortoise and Hare portfolios featured in the Morningstar StockInvestor newsletter.

Invesco PowerShares announced that five existing portfolios will undergo index and name changes effective on Wednesday.

Charles Schwab, has announced additional details on the integrated technology platform the company is developing.

CUNA Mutual Group, provider of financial services to credit unions, has introduced the Retirement Plan Services Investment Committee to provide enhanced due diligence support for plan sponsors offering...

Thomas White Funds announced the launch of the Thomas White Emerging Markets Fund.

Russell Investments and Research Affiliates have agreed to launch a new index series based on the Fundamental Index methodology.  

CPI, a third-party recordkeeping and administration company, has added the Payden family of mutual funds to the firm’s retirement plan platform.  

Vanguard announced plans to expand its index fund family, introducing 19 new funds with ETF Shares to provide investors with additional low-cost stock and bond choices.

The College for Financial Planning announced today the availability of a new designation for financial advisers.  

Retirement plan advisers looking to keep up with the latest developments in alternative investment funds have a new resource. 

ING’s U.S. Retirement Services operations announced it has been chosen by the City of Austin Deferred Compensation Plan Committee to serve as third-party administrator for the city’s voluntary...

OneAmerica Financial Partners has agreed to acquire Indianapolis-based McCready and Keene, Inc., an actuarial and consulting firm specializing in the design and administration of retirement plans.

AXA Financial, Inc. has launched PlanConnect, a full-service third party administrator (TPA) for sponsors of 403(b) and 457(b) retirement savings plans.

Putnam Investments has launched an enhanced Web site for sponsors of defined contribution plans. 

Ascensus announced  it has partnered with ENT Resources Inc. (ENTRI), the for-profit subsidiary of the American Academy of Otolaryngology-Head and Neck Surgery to deliver retirement plans to the...

RPG Consultants has become a new third party administrator option for Folio Institutional’s financial adviser clients.