Products & Services

Equity Administration Solutions, Inc. (EASi), a stock plan management software company, has introduced a Universal Direct Broker Interface (DBI) capability.

OppenheimerFunds Retirement Services announced business-building tools for advisers, as well as new tools for plan sponsors to communicate about target-date funds and increase participation rates.

Clients of fee-based financial advisers will now have access to the Fidelity Personal Retirement Annuity (FPRA) product because of a new alliance between Fidelity Investments Life Insurance Company...

SunGard said it enhanced its Roth IRA analysis capabilities for its Wealth Station wealth management platform in order to accommodate new conversion rules.

The Principal Financial Group is now offering a business insurance rider on its Universal Life Flex policies.

Vanguard has introduced seven bond index funds with ETF shares featuring expense ratios of 0.15%.

Fiduciary Benchmarks and Bdellium, designer of quantitative evaluation systems, have launched the Retirement Readiness Index (RRI) for 20,000 retirement plans.

With the new Roth Conversion laws set to go in place January 1, Fidelity Investments said it offers an online Roth IRA conversion calculator for its independent registered...

Transamerica Retirement Services has introduced a new mutual fund platform for retirement plans that includes target-maturity funds from three fund families, and has no proprietary fund requirements.

Delta Global Asset Management, a registered investment advisory (RIA) firm, selected FundQuest to provide outsourced technology, back-office, and investment research services.

Lord, Abbett & Co. LLC said its new Web site for advisers offers interactive content about investment solutions, market insights, and practice management.

Fidelity Investments said it expanded its Transition Solutions program, which gives brokers information about independent business models.

Standard Retirement Services, a subsidiary of StanCorp Financial Group, Inc., will begin offering its proprietary managed account service to 403(b) plans next month, the company announced.

MG Advisory Services, LLC, a provider of products and services to financial advisers, broker/dealers, and TPAs, has expanded its RetireTool(k)it product to include plan proposals explaining the open-architecture...

Callan Associates has launched a set of target-date fund analytics for individual funds as well as fund families.

Charles Schwab has expanded content on its educational Web site for consumers.

iShares has announced the start of trading of the iShares Diversified Alternatives Trust.

MetLife and Fidelity Investments have introduced a new deferred variable annuity product designed for individuals who are either retired or transitioning to retirement.

The Bank of America Merrill Lynch equity compensation business has enhanced its services to assist companies in managing such benefits as performance stock, restricted stock, and stock option...

Reports from Clark Consulting, Inc., provide clients a summary of the strengths and weaknesses of insurance carriers.