Products & Services

ftwilliam.com, a Milwaukee-based provider of plan documents and government forms, has released the 2007 version of its Form 5500 software package.

Janus Capital Group Inc. has launched two new funds to be sold through third-party financial institutions and intermediaries: the Janus Adviser Global Research Fund and Janus Adviser Global...

MFS Investment Management has launched a new Web portal specifically geared toward meeting the needs of Registered Investment Advisers (RIA).

Small and medium-size businesses can now tap into a new service that can help them identify the best insurance rates and plans.

RBC Dain Rauscher has added fi360’s Investment Policy Statement (IPS) Generator as a tool for its financial consultants.

The Nasdaq Stock Market, Inc. (NASDAQ) has listed five new exchange-traded funds (ETFs) sponsored by Barclays Global Investors, N.A. on its ETF Market.

AIG VALIC has unveiled Portfolio Director Ibbotson Solutions, a new service that provides certain 403(b) plan sponsors with independent, third-party expertise in the selection and oversight of their...

Morgan Stanley Global Wealth Management Group has announced enhancements to ClientServ, its online account access portal for individuals and small to mid-size businesses.

AIG SunAmerica Retirement Markets, Inc. has introduced the AIG SunAmerica Individual 401(k), including an “income for life” option for millions of eligible self-employed business owners.

Financial Engines has introduced a new pricing schedule for organizations choosing to default existing or new participants into managed accounts.

iNautix (USA) LLC, an affiliate of Pershing LLC and a unit of The Bank of New York Mellon Corporation, has launched a comprehensive suite of business consulting services...

The Financial Industry Regulatory Authority (FINRA) has launched a broad-based advertising campaign aimed designed to drive Baby Boomer investors to the financial tools and educational resources available on...

The Principal Financial Group has a new tool that makes financial liability forecasting for Employee Stock Ownership Plans (ESOPs) easier and more efficient.

John Hancock now offers a program designed to help 401(k) plan advisers capture and retain rollover assets when participants leave 401(k) plans.

The American Stock Exchange on Wednesday announced it has launched trading in six new exchange-traded funds (ETFs) by Rydex Investments.

A coalition of business groups has unveiled a new Web site designed to educate human resource professionals and business executives about automatic 401(k)s and how to implement them.

Milliman, Inc. has released the newest version of its MG-ALFA financial projection software.

Callan Associates has unveiled the Callan DC Index, which allows clients to track how defined contribution (DC) plan decisions impact fund flows, asset allocation, and investment performance.

PowerShares Capital Management LLC has announced three new additions to its family of fixed-income ETFs.

SEI has launched Distribution-Focused Strategies (DFS), which enables advisers to provide clients with consistent distribution levels for retirement.