Products & Services

The Principal Financial Group has introduced Financial Security Review, a tool for annual financial checkups that pulls together information from a variety of sources into one comprehensive package...

John Hancock retirement plan participants will soon be able to use an option that allows them to roll their 401(k) account balances over from an employer-sponsored plan to...

The Committee on Investment of Employee Benefit Assets of the Association for Financial Professionals (CIEBA) has released an updated version of its primer, “Defined Contribution Fee Disclosure Best...

Claymore Securities has announced the launch of a socially responsible exchange-traded fund (ETF) tied to the issue of Sudan divestment.

Standard&Poor's has licensed State Street Global Advisors (SSgA) to create and launch an exchange-traded fund (ETF) based upon its S&P BRIC 40 Index.

Standard&Poor’s ( S&P ) has announced it has been chosen by Adelante Shares LLC to calculate seven custom indexes based on Adelante Shares’ proprietary classification of the real-estate...

New York Life Investment Management (NYLIM) has announced the creation of the MainStay Retirement Funds, a series of funds for target retirement dates of 2010, 2020, 2030, 2040,...

State Street Global Advisors has announced the launch of the SPDR S&P BRIC 40 ETF (exchange-traded fund), giving investors access to companies in Brazil, Russia, India and China.

The Online 401(k) has joined forces with Expedition Payroll to allow the payroll provider to offer integrated 401(k) and payroll packages.

PFPC, a member of The PNC Financial Services Group, Inc., has added Northern Funds to its AdvisorCentral portal.

A Kansas third-party recordkeeping and administration company has unveiled a series of upgrades to its Internet sites for financial advisers, plan sponsors, and participants.

ExpertPlan, a provider of private-label recordkeeping solutions primarily to the micro and small plan retirement market, is moving up-market through a new trading link relationship with UBS Fiduciary...

Bear Stearns Broker-Dealer&Investment Advisor Services (BDIAS) on Tuesday announced it is significantly broadening its mutual fund platform by expanding the list of available funds and adding to its...

BlackRock, Inc. is launching nine new lifecycle portfolios with target maturity dates ranging from 2010 through 2050.

Wachovia Retirement Services has released a product to help plan sponsors gauge the health of their retirement plans and give them suggestions on how to improve the plan.

MetLife’s new free publication, focused on helping women prepare for retirement, addresses topics such as how much money will be needed for retirement and what investment options might...

BenefitStreet, Inc. has launched a new program designed to help advisers introduce exchange-traded funds (ETFs) to 401(k) plans.

In response to a survey showing that investors are concerned about climate change and alternative energy, Calvert has introduced the Calvert Global Alternative Energy Fund.

Dow Jones Indexes has announced it will change the emerging markets index component of its global Dow Jones Target Date Indexes, effective at the close of business June...

Investment firm Scott&Stringfellow Capital Management Inc. is collaborating with its holding company to offer a defined contribution retirement plan product for small- and medium-sized businesses.