Products & Services

Nuveen Expands DCIO Efforts

 Nuveen Investments announced additional efforts in developing its business platform that serves the employer-sponsored retirement market as a defined contribution investment only (DCIO) service provider.

UBS Launches New Energy ETN

UBS Investment Bank announced the new UBS E-TRACS 2x Leveraged Long Alerian MLP Infrastructure Index has begun trading on NYSE Arca under the ticker symbol, MLPL.

Fidelity Remakes Environmental Fund

 Fidelity Investments has announced it has restructured its 20‐year‐old Select Environmental Portfolio to increase exposure to faster growing industries, such as alternative energy and energy efficiency, while reducing...

Transamerica Offers TPA Education

Transamerica Retirement Services recently launched two new resources to help third party administrators build and expand their own retirement plan business. 

Firms Unveil New Index Series

Russell Investments and Research Affiliates have agreed to launch a new index series based on the Fundamental Index methodology.  

Payden Funds Added to CPI Platform

CPI, a third-party recordkeeping and administration company, has added the Payden family of mutual funds to the firm’s retirement plan platform.  

Vanguard to Expand Index Offerings

Vanguard announced plans to expand its index fund family, introducing 19 new funds with ETF Shares to provide investors with additional low-cost stock and bond choices.

ING Selected as TPA for Austin 457 Plan

ING’s U.S. Retirement Services operations announced it has been chosen by the City of Austin Deferred Compensation Plan Committee to serve as third-party administrator for the city’s voluntary...

OneAmerica to Acquire Plan Actuary

OneAmerica Financial Partners has agreed to acquire Indianapolis-based McCready and Keene, Inc., an actuarial and consulting firm specializing in the design and administration of retirement plans.