Products & Services

AXA Financial, Inc. has launched PlanConnect, a full-service third party administrator (TPA) for sponsors of 403(b) and 457(b) retirement savings plans.

Putnam Investments has launched an enhanced Web site for sponsors of defined contribution plans. 

Ascensus announced  it has partnered with ENT Resources Inc. (ENTRI), the for-profit subsidiary of the American Academy of Otolaryngology-Head and Neck Surgery to deliver retirement plans to the...

RPG Consultants has become a new third party administrator option for Folio Institutional’s financial adviser clients.

The Retirement Plan Advisory Group, (RPAG) has rolled out a solution that it says could cut completion time on Requests for Proposal (RFPs) from several days...

Fidelity 401(k) and 403(b) participants now can access retirement savings accounts over a free mobile application.

AllianceBernstein has launched its Multimanager Retirement Strategies (MRS) target-date solution.

Account aggregator ByAllAccounts, Inc. and Cornerstone Revolutions, a provider of software and services for independent investment professionals, have announced a product enhancement.

Huntington Asset Advisors Inc., an investment advisory arm of Huntington Bank, has filed with the Securities and Exchange Commission (SEC) to establish and offer two actively managed Exchange-Traded...

As of June 1, 2010, OneFiduciary Group has joined forces with Shepherd Kaplan, LLC, an independent fiduciary.

Nationwide Financial Services, Inc is now providing enhancements to its variable annuity lineup. 

Employee Fiduciary Corporation, a 401(k) recordkeeper and third-party administrator, is opening a branch office in St. Petersburg, Florida, this month.

The DWS International Value Opportunities Fund will be rebranded, and the fund’s directors and shareholders have approved a new fund sub-adviser.

As part of a rollout of tools and resources to help advisers transition to new cost basis reporting requirements, Charles Schwab announced a new report to help advisers...

June 17, 2010 - Standard & Poor’s, and market research firm Financial Research Corporation (FRC) have entered into a content licensing and distribution agreement under which FRC will...

June 17, 2010 – Charles Schwab has launched Schwab Advisor University, an interactive online training program to help registered investment advisers (RIAs) improve operational productivity and performance.

TD AMERITRADE Institutional is launching an education portal for registered investment advisers (RIAs) who custody assets with the firm.

Third-party administrator Benefit Consultants Group (BCG) has introduced a Concierge Club partner development program that “rewards an adviser for his/her commitment to the retirement plan market.”

MetLife has intrduced its online Open Enrollment Toolbox.

Pershing Advisor Solutions LLC, a BNY Mellon company, has made available a new study for registered investment adviser (RIA) firms.