Vegas Adviser Offers 401(k) Plan Program
Las Vegas-based Maul Capital Management, a financial advisory firm, has unveiled its LifeSync 401(k) advice program.
Products
NCEO Provides Model ESOP to Guide Plan Creation
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 ESOP.
Rydex Expands ETF Offering
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 Asks SEC Approval for 31 ETFs
WisdomTree Investments, Inc. announced Thursday that it has asked for Securities and Exchange Commission approval to register 31 new exchange-traded funds (ETFs).
Tool Automates Asset Allocation Among Different Investments
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 investment alternatives.
State Street Unveils Two ETFs
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 Unveils SRA Product
Eaton Vance Corp. has unveiled its Supplemental Retirement Account (SRA), a Web-based program for systematic retirement savings outside of a qualified plan.
Dow Jones Indexes and Wilshire Associates Incorporated announced the launch of the Dow Jones Wilshire Global Index Family
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 to a press release.
401kDirect Unveils Plan Services Suite
401kDIRECT Network has released a "TOTAL Solutions Package" that will be marketed through a plan's broker, RIA, TPA, CPA or benefit consultant.
Paychex Adds Roth 401(k)
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 Unveils Three Fund of Funds
Van Kampen Funds Inc. has launched the Van Kampen Asset Allocation Funds, a series of target risk open-end mutual funds.
DWS Scudder Adds Morningstar Services
DWS Scudder announced it has added the managed account component of Morningstar Retirement Manager to its defined contribution investment advisory services.
T. Rowe Launches New Advisory Service Suite
T. Rowe Price has launched an enhanced suite of retirement-oriented Advisory Planning Services.
Firm Unveils Portfolio Performance Monitoring System
A Portland, Oregon firm has unveiled a new Web-based portfolio investment monitoring system.
Seven New Index-Based SRI Portfolios Launched
Progressive Asset Management (PAM) announced the launch of "Progressive Track Investments" (PTI), a suite of investment products that are both socially screened and track existing benchmark indices for most major asset classes.
DST Adds Auto Services to RK Platform
DST Systems, a Kansas City, Missouri-based recordkeeping services provider, is adding automatic investment selection and automatic deferral to its existing automatic enrollment capabilities.
Fidelity Tool Targets Plan Review Trend
Citing research that claims that most small businesses review their retirement plans annually — and that more than a quarter will change providers this year — Fidelity Investments has rolled out a tool that may well accelerate those trends.
Benefits Consultant Develops Pension Metrics
A Washington, DC-based benefits consultant has released a list of pension metrics intended to give the best indicator of a plan's true performance.
Adviser Support
Hot off the Presses: New products, highlights, announcements
XTF Launches ETF Lifecycle Family
A new fund offering looks to capitalize on two emerging industry trends — lifecycle offerings and exchange-traded offerings.