Products & Services

BofA Merrill Enhances Stock Services

The Bank of America Merrill Lynch equity compensation business has enhanced its services to assist companies in managing such benefits as performance stock, restricted stock, and stock option...

Principal Updates TPA Program

The Principal Financial Group unveiled enhancements to its Principal TPA Edge program to help financial professionals and their TPAs capture new sales and manage their existing business.

Guardian Adds CIFs in Plan Management

November 10, 2009 (PLANSPONSOR.com) – The Guardian Insurance & Annuity Company (GIAC) announced that Stadion Money Management, Inc., is introducing collective investment funds to Stadion’s managed account services...

John Hancock Extends Target-Date Glide Path

Amid the continuing industry debate over getting workers to retirement versus through retirement, John Hancock has extended its target-date portfolio glide path for another 20 years.

Fidelity Adds Roth Conversion Resources

Fidelity Investments has added resources to its ongoing effort to help investors better understand whether converting their retirement nest egg into a Roth IRA is the best move...

Firms Unveil Target-Date Fund Index

BrightScope, a 401(k) data and analytics firm, and Target Date Analytics LLC, a consulting and research firm, unveiled the BrightScope On Target Index to help measure the risk...

Schwab Unveils 8 ETFs

Charles Schwab is rolling out eight new ETFs with expense ratios matching or lower than its competitors at Vanguard, State Street, and Barclays.