Products

The Department of Labor (DoL) has unveiled a set of interactive worksheets to help workers with retirement savings decisions.

OppenheimerFunds, Inc. has enhanced its Pinnacle and Record(k)eeper Pro platforms for small and mid-sized companies with a tool to implement automatic plan feature provisions of the Pension Protection...

Signature Resources Capital Management, a registered investment adviser (RIA), has partnered with FundQuest Incorporated to launch a new full service wealth management platform for Signature’s staff of financial...

TD AMERITRADE Holding Corporation has launched WealthRuler, a retirement planning tool that the company says can help investors predict their chance of accumulating a large enough nest egg.

Wachovia will begin selling its new Wachovia Securities FundSource 401(k) through the firm’s more than 15,000 Wachovia Securities financial advisers.

The U.S. Securities and Exchange Commission (SEC) launched a Web site on Friday that enables investors to probe the financial data of a select group of companies.

State Street Global Advisors (SSgA) announced that the SPDR S&P International Dividend exchange traded-fund (ETF) began trading on the American Stock Exchange on Tuesday.

403b ASP, a division of 401k ASP, has introduced a 403(b) plan management solution that allows plan sponsors to manage their plans in one system while continuing to...

Fidelity Investments reported that recordkept assets in its defined contribution (DC) services business grew 8% to $851.4 billion in 2007, from $791.8 billion in 2006.

Mutual of Omaha now offers managed accounts and target-date funds for use in retirement plans.

Transamerica Retirement Services has announced its Fiduciary Management Program to allow advisers to help plan sponsors clearly define, execute, and document investment selection and monitoring.

Claymore Securities Inc. on Tuesday launched three broad market exchange-traded funds (ETFs) representing the value of the U.S. capital markets as a whole.

AIM Investments has launched new customized reports to help financial advisers more effectively analyze, document, and compare defined contribution plan investments.

H.Beck Inc., the investment management arm of Capital Financial Group, will launch an open architecture platform through a strategic partnership with FundQuest Incorporated.

MassMutual's Retirement Services Division has announced the Elite Advisor Program, a new program that recognizes loyal retirement plan advisers who consistently strive to provide outstanding service to MassMutual...

Defined contribution plan communications provider Newkirk has unveiled its Automatic Enrollment “SmartSingle” employee communications material.

A Campbell, California-based plan service provider is making information about collective investment funds (CIF) more accessible to plan advisers.

John Hancock has formed a new team within its Special Markets Planning Group to function as a resource for financial planners and advisers who counsel clients about tax...

Mesirow Financial Investment Strategies is working with Diversified Investment Advisors to customize and manage target maturity portfolios for Diversified's plan sponsor clients.

Charles Schwab Investment Management has added two new international funds to its lineup.