Mellon Asset Servicing has been selected by Geary Advisors, LLC to provide custody, fund administration, fund accounting, and transfer agency services for the Oklahoma Exchange-Traded Fund and the...
myStockOptions.com has expanded its year-end planning guidance for those who receive stock options, restricted stock, and other types of equity compensation.
ETF Securities USA LLC's ETFS Physical Swiss Gold Shares (SGOL) began trading on the NYSE ARCA on September 9, and its ETFS Physical Silver Shares (SIVR) began trading...
Employee benefits software provider ftwilliam.com has released a Spanish language version of the summary plan description (SPD) for its defined contribution plans.
John Hancock Retirement Plan Services (RPS) has launched an enhanced Web site for financial representatives to help them support clients and grow their business.
Equity Administration Solutions, Inc. (EASi), a stock plan management software company, has introduced a Universal Direct Broker Interface (DBI) capability.
OppenheimerFunds Retirement Services announced business-building tools for advisers, as well as new tools for plan sponsors to communicate about target-date funds and increase participation rates.
Clients of fee-based financial advisers will now have access to the Fidelity Personal Retirement Annuity (FPRA) product because of a new alliance between Fidelity Investments Life Insurance Company...
SunGard said it enhanced its Roth IRA analysis capabilities for its Wealth Station wealth management platform in order to accommodate new conversion rules.
Fiduciary Benchmarks and Bdellium, designer of quantitative evaluation systems, have launched the Retirement Readiness Index (RRI) for 20,000 retirement plans.
With the new Roth Conversion laws set to go in place January 1, Fidelity Investments said it offers an online Roth IRA conversion calculator for its independent registered...
Transamerica Retirement Services has introduced a new mutual fund platform for retirement plans that includes target-maturity funds from three fund families, and has no proprietary fund requirements.