Advisers in the federal retirement marketplace now have a new tool to illustrate retirement savings shortfalls with â€œvivid clarity.â€
Asset manager XTF has added a Sector Rotation Portfolio and a Country Rotation Portfolio to its lineup of exchange-traded fund (ETF) offerings, which will be offered to investors as separately managed accounts.
An Overland Park, Kansas advisory firm has unveiled a program under which it chooses a 401(k) planâ€™s investment option lineup and assumes fiduciary responsibility for its choices.
Recordkeeping technology provider SaveDaily.com can now post vesting to 401(k) participant statements and is now offering fulfillment options including electronic and mail distribution.
Barclays Global Investors (BGI) announced Thursday that eight new iShares fixed income exchange-traded funds (ETFs) began trading on the New York Stock Exchange.
Newkirk has added a feature to its SmartSingles retirement plan communication suite that calculates how much plan participants will need to defer to have sufficient income upon retirement.
Mellon Financial Corporation has introduced its independent, over-the-counter (OTC) derivative valuation service for institutional clients.
CIGNA HealthCare announced it is offering the availability of health savings accounts (HSAs) through JPMorgan Chase to employers with fewer than 50 employees.
Morningstar, Inc. plans to come out with a family of fixed income indexes, which can be licensed to institutions for the creation of investment vehicles including such things as mutual funds, exchange-traded funds (ETFs) and derivative securities.
Deutsche Bank and PowerShares Capital Management LLC have announced that seven PowerShares DB Commodity Sector exchange-traded funds have been listed on the American Stock Exchange.
New Frontier Advisors (NFA), LLC has unveiled an enterprise-wide version of the firmâ€™s LifeCycle financial planning software.
Commonwealth Financial Network has released a fee-based 401(k) platform, giving advisers access to about 12,000 funds, including no-transaction fee funds, load-waived funds, institutional funds and exchange-traded funds.
First Trust Advisors is slated to introduce this month an exchange-traded fund (ETF) that tracks the NASDAQ Clean Edge US Liquid Series Index.
AXA Equitable has unveiled the Fiduciary Toolkit, a resource available through its Retirement Strategies 401(k) product aimed at helping small to mid-size defined contribution plan administrators manage their fiduciary obligations.
State Street Global Advisors launched an exchange-traded fund Tuesday on the American Stock Exchange that will track the performance of real estate securities outside the US.
The Vanguard Group will offer ETF shares for its new FTSE All-World ex USA Index Fund, which is expected to be available in the first quarter of 2007, the investment company has announced.
Prudential Retirement has introduced IncomeFlex, a defined contribution plan feature that provides participants with the guarantee of lifetime income.
Pacific West Financial Consultants, Inc., a SEC registered investment advisor with licensed financial advisors throughout the United States, has added MKG Capital Advisors, Ltd. to its offering of investment vehicles for clients throughout the United States.
Winklevoss Technologies LLC has released a test version of its product that allows plan sponsors to meet the forecasting and valuations required by the Pension Protection Act and the new pension accounting rules.
FundQuestâ€™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.