USI Consulting Group has introduced a new EFAST2 Solution to assist its Direct Solutions clients in meeting Department of Labor-mandated Form 5500 electronic filing requirements.
Invesco has launched a Web site featuring educational resources to meet the needs of U.S. defined contribution plan sponsors, consultants, recordkeepers, and advisers.
The Hartford Financial Services Group has launched a new search engine, which it said is designed to help financial advisers target potential sponsor clients.
BPAS, a national provider of plan administration, actuarial, and institutional trust services in support of financial intermediaries, has launched a major upgrade to its Partner Toolbox.
Wells Fargo Advisors Financial Network, LLC, said it now offers a new program to help its advisers determine, build, and monitor the value of their practice.
DB Climate Change Advisors (DBCCA), a business of Deutsche Bank’ Asset Management division, and The NASDAQ OMX Group, Inc., have introduced the DB NASDAQ OMX Clean Tech Index...
The Principal Financial Group has released two online tools to help plan sponsors file their Form 5500 reports with the U.S. Department of Labor (DoL).
Charles Schwab and Co., Inc., said it is releasing two Schwab Market Knowledge Tools reports to help registered investment advisers (RIAs) tackle succession planning and understand M&A deal...
Transamerica Asset Management Group has teamed up with Wellington Management to offer the Transamerica WMC Diversified Growth fund to retail investors in April.
PlanTools, LLC, has introduced an expanded suite of online tools that automates the production of data for inclusion in the Department of Labor's required Schedule C reporting.