Products

RIA in a Box, a registered investment adviser (RIA) consultancy firm, has partnered with Lloyds of London and the North American Professional Liability Insurance Agency (NAPLIA) to provide errors...

The Hartford Financial Services Group, Inc. launched a new educational program to encourage participation in defined contribution retirement plans, in recognition of national Save for Retirement Week

If you're looking for some assistance in dealing with the new plan fee disclosure regulations, there is a a new solution on the market. 

A 401(k) provider has unveiled a bundled 100% index fund 401(k) program where employees pay only the expense ratios of the index funds.

Pension software provider BLAZE SSI and preapproved document provider McKay Hochman have worked out an agreement allowing the two companies to exchange data between their respective systems.

State Street Global Markets announced the launch of its Systemic Risk Index that measures the U.S. equity market’s vulnerability to market shocks.

Van Eck Global has launched Market Vectors China ETF.

Morningstar introduced a portfolio management and performance reporting service for broker/dealers.

FundQuest, a provider of research and wealth management solutions, announced that Investment Professionals Inc. (IPI) has launched its Private Asset Management (PAM) platform in partnership with the firm. 

MassMutual's Retirement Services Division published a white paper on the latest 403(b) regulations and the impact on fiduciary duties, including Form 5500 reporting/audit requirements and Internal Revenue Service...

Putnam Investments is introducing a module on its plan participant Web site that it says will offer transparent and comprehensive disclosure of fees and...

The paper by ERISA attorney Jamey Delaplane is part of several additions to Principal’s Web site dedicated to fee disclosure education.   

BrightScope announced the launch of BrightScope Beacon, a fund-focused analytics software product designed to help defined contribution investment-only firms better understand the distribution of their funds within 401(k)...

Invesco PowerShares Capital Management LLC has decided to close ten of its exchange-traded funds (ETFs). 

Wal-Mart Stores, the nation’s largest private-sector employer, plans to scrap its profit-sharing contributions in favor of a 401(k) match, according to a Bloomberg report.

The Stable Income Market Index (SIMI) is tailored to the needs of the U.S. Stable Value industry.

Mutual of Omaha has enlisted the help of Charles Epstein, the creator and “coach” of “The 401k Coach” program, to provide advisers with training and business support.

Newkirk announced the availability of an enhanced QDIA Notice Service.

kasina and Horsesmouth found that advisers appreciate well-constructed value-added programs because they often lead to business growth.   

A 25-piece kit from Bank of America (BofA) Merrill Lynch is designed to help financial advisers deliver flexible retirement and benefit plan services to corporate clients.