Products May 30th, 2008 Lincoln Puts Out 403(b) Service Suite Lincoln National Corp. unveiled a suite of services designed to help 403(b) sponsors comply with Internal Revenue Service (IRS) regulations.
Products May 30th, 2008 New International Fund Sets Sail at Janus Janus Capital Group Inc. launched a new international fund.
Products May 29th, 2008 Symetra Offers Prevention of Outliving Retirement Savings Symetra Life Insurance Company launched an annuity allowing retirees to buy future income with a portion of their retirement savings.
Products May 29th, 2008 Forward Management Introduces Institutional Share Class to Funds Forward Management, LLC, launched institutional share classes for three of its funds.
Products May 29th, 2008 New York Life Brings 401(k) Services Down Market New York Life Retirement Plan Services expanded its 401(k) capabilities to plans with $5 million to $30 million in assets under administration.
Products May 28th, 2008 NRP Offers Customized SalesForce CRM System National Retirement Partners (NRP) linked with SalesForce.com to develop a customized client relationship management solution (CRM).
Products May 28th, 2008 Pershing Launches Trust Network for B/D, RIA Customers Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, launched Trust Network, offering a wide range of services from trust companies.
Products May 27th, 2008 S&P Launches Commodities, Natural Resources Indices Commodities markets have been thriving of lateâ€″and investors have a new way to benchmark those investments.
Products May 27th, 2008 Securian Launches Adviser Loyalty Program The new program, called Experience More!, offers “best†Securian Retirement advisers access to additional services.
Products May 27th, 2008 Kravitz Unveils Cash Balance Info Hotline Kravitz, plan consultants specializing in cash balance programs, launched a toll-free cash balance hotline for plan intermediaries.
Products May 27th, 2008 Pershing Expands Practice Management Solutions Pershing LLC has added 10 new solution providers to its ValueAlliance program for broker/dealers and registered investment advisers (RIAs).
Products May 27th, 2008 Chase Launches Investment Advisory Program Chase introduced the Chase Strategic Portfolio, delivered by financial advisers in Chase branches.
Products May 22nd, 2008 Bell Introduces Mutual Fund to Track Global Trends Bell Investment Advisors launched the Bell Worldwide Trends Fund, a mutual fund investing in exchange-traded funds (ETFs).
Products May 21st, 2008 ING Releases 403(b) Plan Document ING released 403(b) documents for 501(c)(3) non-profit organizations.
Products May 21st, 2008 Principal Tool Helps Employees Use Benefit Programs A new online tool from Principal shows employees how to best utilize their employer-sponsored benefit package.
Products May 20th, 2008 Fidelity Launches Emerging Europe, Middle East, Africa Fund Fidelity Investments launched a new international equity fundâ€″Fidelity Emerging Europe, Middle East, Africa (EMEA) Fundâ€″with retail and adviser share classes.
Products May 20th, 2008 Pacific Life Adds 401(k) Support Pacific Life Insurance Company has added a new team to support 401(k) initiatives.
Products May 20th, 2008 WisdomTree Launches Actively Managed U.S. Current Income ETF WisdomTree Trust launched an actively managed exchange-traded fund (ETF) holding U.S. money market securities.
Products May 19th, 2008 John Hancock Funds Upgrades Web Site John Hancock Funds launched new multimedia technology on its adviser Web site, including video commentary on the markets by portfolio managers.
Products May 19th, 2008 New S&P Index Offers Exposure to Entire Agribusiness Industry Standard&Poor’s launched the first index to offer exposure to both equities and commodities across the entire agribusiness industry.