Products

CPI Improves Web Sites

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 Looks to Work with Larger Plans

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 Trust.

Bear Stearns Broadens Mutual Fund Platform

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 set of mutual fund research tools.

Calvert Launches International Fund

Socially responsible mutual fund firm Calvert has launched a new fund that seeks long term capital appreciation by investing primarily in non-U.S. small-cap and mid-cap stocks both in the developed countries and emerging markets.