Products & Services

CPI Qualified Plan Consultants, Inc. is adding exchange-traded funds  (ETFs) to its retirement platform.

eRollover announced the launch of its new Web site.

J.P. Morgan unveiled a new iPad application that gives clients access to the investment bank’s research.

Netherby Wealth Management Solutions of Westport, Connecticut, is bringing AdvisorWorks to the market, an integrated front-office operational platform for financial advisers.

Strategic Insight, an Asset International company, announced the availability of “Variable Annuity Living Benefits and Eligible Funds,” a new report highlighting the industry’s most popular and newly innovated...

Transamerica Retirement Services introduced a new plan management program to help financial advisers, third party administrators, and plan sponsors better administer employer-sponsored retirement plans.

USAA selected AdviceAmerica technology, recently acquired by Fiserv, to provide its members with an online retirement savings and distribution tool.

Northern Trust announced that it has enhanced its collateral management system to provide real-time access and transparent reporting of the daily over-the-counter (OTC) derivative collateral call process.

FolioDynamix and Scott & Stringfellow announced today the launch of a new unified managed account (UMA).

Ascensus is offering fiduciary liability insurance through its sister company, Crump Property and Casualty Insurance Services (Crump P&C). 

PlanServe Data Systems released a Smartphone application, Relevant Pension Partner, for retirement plan administrators.

Charles Schwab Bank, a trust and custody service provider to 401(k) and other retirement plans, has added the Schwab Institutional Diversified International Trust Fund to its suite of...

John Hancock found that 88% of advisers have urged clients to get back in the investing game, but most are not heeding the advice.

The Michigan Department of Treasury and TIAA-CREF Tuition Financing, Inc. announced a reduction in fees of the Michigan Education Savings Program (MESP).

SEI Advisor Network today announced a program called No Advisor Fees, No Matter What.

ING DIRECT's ShareBuilder 401k expanded its profit sharing 401(k) plan to allow small-business owners to award different levels of contributions to their employees based on group-specific criteria.

Plan advisers and sponsors can help participants take an in-depth look at their retirement situation with the new tool from Nationwide.

The “Form ADV Part 2 Brochure Template” will help investment advisers with the new required format based on the recent Securities and Exchange (SEC) rule update.

ING added a calculator to its Web site to help demonstrate the potential long-term financial impact of retirement plan contribution rate changes.

The Employee Benefits Group division of Sun Life Financial launched the “YOU” campaign to help employers engage employees during voluntary benefit enrollments.