Newkirk, a provider of communication solutions for retirement plan providers, has finalized an education package to help providers educate their clients on the new final 403(b) regulations.
The state of Missouri will begin offering an actively managed â€œterror-freeâ€ investment option for its 529 plan that ensures participantsâ€™ and investorsâ€™ portfolios exclude companies with ties to countries that support terrorism.
The American Stock Exchange (Amex) has launched trading in two new exchange-traded funds (ETFs) issued by First Trust Advisors L.P. - the First Trust FTSE EPRA/NAREIT Global Real Estate Index Fund (FFR) and the First Trust Dow Jones STOXX Select Dividend 30 Index Fund (FDD).
MassMutual's Retirement Services Division will introduce a Fiduciary Warranty, available in the fourth quarter of 2007, to qualifying plans that include investment options available through MassMutual's Smart Architecture Investment Program.
An Overland Park, Kansas company is offering an online advice product for retirement plans.
Marketocracy Data Services, LLC has announced it will offer an mFOLIO based on Randolph McDuff's RMG1 Value Oriented Growth model fund for registered investment advisors (RIAs).
The Vanguard Group has announced a proposal with Charles Schwab Investment Management to reorganize the Laudus Rosenberg U.S. Large/Mid Capitalization Long/Short Equity Fund into a new Vanguard offering.
MG Advisory Services, LLC, a subsidiary of Matrix Settlement&Clearance Services, LLC, has announced the release of its new Plan Demographic Report for advisers and third-party administrators (TPAs) that combines participant/plan data with fund data, in an open architecture environment.
Dow Jones Indexes has announced the launch of The Dow Jones - AIG Commodity SwapEX, an exchange-traded fund (ETF) for which the Dow Jones - AIG Commodity Index has been licensed to INDEXCHANGE Investment AG to serve as the underlying index.
Pacific Life Insurance Company and Pacific Life&Annuity Company have introduced the "Road to Retirement" guide and the Retirement Income Needs fact finder to help financial professionals address the need for additional retirement income with their clients.
Metrics Partners, an electronic marketing firm for the retirement industry, has introduced a new web-based search tool connecting plan producers with third party administrators (TPAs).
MetLife Investors Distribution Company, the distributor of products offered by the independent distribution arm of MetLife, has launched a marketing campaign designed to help advisers address their clients' need for retirement income.
Pershing LLC, a unit of The Bank of New York Mellon, has launched a new program designed to offer broker-dealer customers and their investment professionals solutions and best practices for attracting and retaining top talent.
John Hancock College Savings has launched a multi-week back-to-school campaign for the busy 529 sales season, providing information and tools to financial consultants.
401(k) Advisors has enhanced its Scorecard System to measure the performance of asset allocation portfolios, known as lifestyle and lifecycle, or target date, funds.
Northern Trust will offer target date collective funds that are globally diversified and incorporate inflationary hedge asset classes such as global real estate and commodities, in addition to a core allocation to stocks and bonds.
Invest n Retire, LLC has come out with a product that analyzes the investment allocation of employeesâ€™ plan contributions to determine whether the investment option is under-weighted or over-weighted according to the employee's asset allocation model.
UBS Global Asset Management has come out with a new generation of UBS TargetRetirement Collective Funds that use an actively managed approach.
Reserve Solutions is now offering what it says is a more flexible way for employees to borrow money from their 401(k) accounts.
The Credit Suisse/Tremont Hedge Fund Index Group has unveiled the Markets Defender Basket, an online basket of hedge fund sector indexes, based on the Credit Suisse/Tremont Sector Invest Indexes.