Products & Services

401kDIRECT, founder of the CIF Marketplace, and EPIC Advisors, Inc. have introduced an expanded service offering combining back office administration with the ability to access multiple collective investment...

Nationwide Financial has launched a new Web site to provide investment professionals with tools and resources they can use to help build their retirement plan business.

A new firm that focuses on the entrepreneurial company’s need for impartial advice on retirement planning has entered the market.

Monumental Life Insurance Company has introduced the Architect Rider, an optional guaranteed lifetime withdrawal benefit (GLWB), available on the no up-front sales load Advisor’s Edge Variable Annuity.

Pax World Management Corp., investment adviser to Pax World Funds (Pax), and KLD Research&Analytics, Inc. (KLD), have entered into a licensing agreement wherein Pax will manage investment products...

Effective immediately, Charles Schwab is rebating the program fee on their professionally managed mutual fund portfolios.

New York Life Insurance Company has launched a site for female consumers, providing them access to detailed information and organizational tools for helping meet financial goals.

Bear Stearns Asset Management (BSAM) announced the launch of the first actively managed exchange-traded fund (ETF).

Charles Schwab has introduced a suite of funds designed to generate a targeted annual payout.

Charles Schwab has introduced a suite of funds designed to generate a targeted annual payout.

In conjunction with FundQuest, TD AMERITRADE Institutional is introducing Select Portfolio Solutions, a new managed accounts platform for registered investment advisers (RIAs).

Thrivent Asset Management has launched two new mutual funds to offer investors access to diversified international investing and to help protect investors in retirement from inflation.

ING has announced it is making available 403(b) plan documents public schools can adopt to meet the new IRS 403(b) requirements by January 1, 2009.

Sun Life has added three diversified fund family portfolios to further boost adviser choice when determining the best option for clients.

Touchstone Investments is expanding its product offering with the introduction of the Touchstone Mazama Institutional Growth Fund.

TIAA-CREF, provider of retirement services in the academic, medical, and cultural fields, has announced the addition of international equity investments to its CREF Social Choice variable annuity account.

A new online account management tool from The Principal Financial Group provides retirement-focused financial professionals fast, tailored access to client data, according to a company announcement.

Plan document provider ftwilliam.com has released two new 403(b) plan documents, updated with the 2007 final regulations.

Chicago-based Envestnet has unveiled the Envestnet Sustainability Platform that integrates three major components to incorporate the tenets of sustainability into the process of constructing client portfolios.

Transamerica IDEX Mutual Funds has a new name: Transamerica Funds.