Products & Services

The SPARK Institute released its final version of data layouts for sharing investment-specific information for non-registered investment products that retirement plan administrators must disclose to participants under the...

Putnam Investments has enabled its shareholders to access its Web content by scanning a code on their quarterly statements with a smart phone.

MSCI Inc. has announced the launch of the MSCI Overseas China Indices.

Wells Fargo & Company has made an agreement to acquire LaCrosse Global Fund Services from Cargill, pending regulatory approval in several jurisdictions.

New York Life Retirement Plan Services has redesigned its plan sponsor and adviser Web site.

Benefit Consultants Group (BCG) is hoping to increase its presence in the retirement plan marketplace with its new Partnership Program.

Summit Alliance Financial has partnered with Michael G. Goldstein and W. Garrett McDaniel, to form a new division, Summit Alliance Executive Benefits, LLC.

Including a retirement plan provider’s affiliated funds as part of a plan’s investment lineup is not a fiduciary conflict of interest or prohibited transaction under ERISA, writes ERISA...

Longfellow Advisors, a Boston-based retirement plan consulting and advisory firm, has launched its Web site at www.longfellowadvisors.com.

Self Directed IRA Services, Inc. has implemented InnoTrust, Innovest Systems’ trust and wealth management platform.  

Janus Capital Group Inc. announced the launched of Janus Aspen Moderate Allocation Portfolio, which aims to provide investors with moderate growth through its investments in other Janus mutual...

The Guardian Insurance & Annuity Company (GIAC) has partnered with SWBC Investment Advisory Services to offer plan sponsors fiduciary support.

More than 3,000 credit unions now have access to CUNA Mutual Group’s newly released online retirement guidance platform.

PIMCO launched the PIMCO Credit Absolute Return Fund for investors seeking a global, diversified strategy that is focused on absolute return and not constrained by a benchmark.

Developed by Left Coast Solutions and iGate Patni, iJoin is a mobile software program for 401(k) plan participants that leads them through the retirement planning process.   

linkedFA, a social networking site for financial professionals, has aligned with Businesswire, a news distributor, to give linkedFA members direct access to news releases from Fortune 1,000 companies...

Wells Fargo Funds Management announced the successful merger of eight Wells Fargo Advantage Funds into other funds within the family.  

401kDIRECT and Summit Trust Company are introducing the DIRECT Multiple Employer Plan (MEP), for plan sponsors who want the benefits of a MEP while maintaining control over plan...

Northern Trust has enhanced the client experience for users of its Investment Risk and Analytical Services (IRAS) tools on Passport, its multi-faceted Web portal. 

Nationwide Financial has created a Web site to help advisers stay up-to-date on regulatory and legislative changes, after a survey it conducted found this to be one of...