Products & Services

Newkirk has added a feature to its SmartSingles retirement plan communication suite that calculates how much plan participants will need to defer to have sufficient income upon retirement.

Mellon Financial Corporation has introduced its independent, over-the-counter (OTC) derivative valuation service for institutional clients.

CIGNA HealthCare announced it is offering the availability of health savings accounts (HSAs) through JPMorgan Chase to employers with fewer than 50 employees.

Morningstar, Inc. plans to come out with a family of fixed income indexes, which can be licensed to institutions for the creation of investment vehicles including such things...

Deutsche Bank and PowerShares Capital Management LLC have announced that seven PowerShares DB Commodity Sector exchange-traded funds have been listed on the American Stock Exchange.

New Frontier Advisors (NFA), LLC has unveiled an enterprise-wide version of the firm’s LifeCycle financial planning software.

Commonwealth Financial Network has released a fee-based 401(k) platform, giving advisers access to about 12,000 funds, including no-transaction fee funds, load-waived funds, institutional funds and exchange-traded funds.

First Trust Advisors is slated to introduce this month an exchange-traded fund (ETF) that tracks the NASDAQ Clean Edge US Liquid Series Index.

AXA Equitable has unveiled the Fiduciary Toolkit, a resource available through its Retirement Strategies 401(k) product aimed at helping small to mid-size defined contribution plan administrators manage their...

State Street Global Advisors launched an exchange-traded fund Tuesday on the American Stock Exchange that will track the performance of real estate securities outside the US.

The Vanguard Group will offer ETF shares for its new FTSE All-World ex USA Index Fund, which is expected to be available in the first quarter of 2007,...

Prudential Retirement has introduced IncomeFlex, a defined contribution plan feature that provides participants with the guarantee of lifetime income.

Pacific West Financial Consultants, Inc., a SEC registered investment advisor with licensed financial advisors throughout the United States, has added MKG Capital Advisors, Ltd. to its offering of...

Winklevoss Technologies LLC has released a test version of its product that allows plan sponsors to meet the forecasting and valuations required by the Pension Protection Act and...

FundQuest’s Wealth Architect customers can now access its managed account solution, which will allow the institutions to meet their clients' needs for product diversification, customization and tax management.

Clark Capital Management Group, a Philadelphia-based investment adviser, has announced its Navigator investment platform is available for implementation in 401(k) plans.

OppenheimerFunds, Inc. has announced enhancements to Retirement Income Manager, its free software tool which allows advisers to assess a client’s probability of meeting income needs during retirement based...

BISYS has announced additions to its retirement plan services that provide education, advice and additional reporting to participants.

State Street Corporation has announced enhancements to its suite of compliance offerings that was created in response to Securities and Exchange Commission (SEC) Rule 38a-1 which became effective...

Payroll and retirement plan outsourcing firm PAi has announced a partnership to provide administration for the Oppenheimer Funds, Inc. Genesis 401(k) start-up program.