Products & Services

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.

HedgeOp Compliance LLC has announced the launch of its updated ComplianceTrak software system.

SaveDaily.com Incorporated has announced the creation of an automated, online 401(k) program for real estate professionals.

Nationwide Financial Services, Inc. has introduced a new program designed for defined contribution plans with fewer than $10 million in assets.

Las Vegas-based Maul Capital Management, a financial advisory firm, has unveiled its LifeSync 401(k) advice program.

The National Center for Employee Ownership (NCEO) is offering a publication that includes a model employee stock ownership plan (ESOP) document to aid employers in developing their own...

Rydex Investments has announced the launch of nine equal weight sector exchange traded funds (ETFs) based on the S&P Equal Weight Sector Indices.

WisdomTree Investments, Inc. announced Thursday that it has asked for Securities and Exchange Commission approval to register 31 new exchange-traded funds (ETFs).

Concord Equity Group Advisors has announced the release of a Wealth Management platform enhancement that automates the task of allocating a client’s assets to a wide range of...

State Street Global Advisors (SSgA), on Tuesday announced that it had launched two international exchange-traded funds (ETFs) on the American Stock Exchange.

Eaton Vance Corp. has unveiled its Supplemental Retirement Account (SRA), a Web-based program for systematic retirement savings outside of a qualified plan.

Anchored by the Dow Jones Wilshire Global Total Market Index, the new index family seeks to measure all stocks with readily available prices in the world's markets, according...

401kDIRECT Network has released a "TOTAL Solutions Package" that will be marketed through a plan's broker, RIA, TPA, CPA or benefit consultant.

Paychex Inc., which provides payroll, human resource, and benefits outsourcing solutions for small- to medium-sized businesses, has added a Roth 401(k) feature to its retirement services offering.

Van Kampen Funds Inc. has launched the Van Kampen Asset Allocation Funds, a series of target risk open-end mutual funds.