Products

MESP Reduces Fees, Unveils Web Site

The Michigan Department of Treasury and TIAA-CREF Tuition Financing, Inc. announced a reduction in fees of the Michigan Education Savings Program (MESP).

ING Expands Profit Sharing 401(k) Product

ING DIRECT's ShareBuilder 401k expanded its profit sharing 401(k) plan to allow small-business owners to award different levels of contributions to their employees based on group-specific criteria.

Form ADV 2 Template Available for RIAs

The “Form ADV Part 2 Brochure Template” will help investment advisers with the new required format based on the recent Securities and Exchange (SEC) rule update.

RPAG Renovates Adviser Web site

The Retirement Plan Advisory Group (RPAG) updated its adviser-centric Web site, Knowledge Center, with improved navigation and document storage.

Benefits and Methods of Client Segmentation

Charles Schwab issued a report today that examines how independent registered investment adviser (RIA) firms can benefit from segmenting their client base and offers strategies on how to...

AdvisorVision Keeps Plans in Focus

A recent upgrade to AdvisorVision monitors retirement plans and automatically alerts advisers when something in the plan requires their immediate attention.

ING Cuts Fund Expense Ratios

ING Investment Management reduced the expense ratios for the "I" shares of five of its actively managed fundamental equity funds, the company announced.

Web site Offers NQDC Info

Participants in nonqualified deferred compensation (NQDC) plans have a new online education resource: the Web site myNQDC.com.