Products

Aiming to help advisers grow their retirement income businesses, Fidelity Investments today introduced the Fidelity Retirement Income Evaluator, a Web-based planning tool that allows advisers to quickly and...

Newkirk, a provider of communication solutions for retirement plan providers, has finalized an education package to help providers educate their clients on the new final 403(b) regulations.

The state of Missouri will begin offering an actively managed “terror-free” investment option for its 529 plan that ensures participants’ and investors’ portfolios exclude companies with ties to...

The American Stock Exchange (Amex) has launched trading in two new exchange-traded funds (ETFs) issued by First Trust Advisors L.P. - the First Trust FTSE EPRA/NAREIT Global Real...

MassMutual's Retirement Services Division will introduce a Fiduciary Warranty, available in the fourth quarter of 2007, to qualifying plans that include investment options available through MassMutual's Smart Architecture...

An Overland Park, Kansas company is offering an online advice product for retirement plans.

Marketocracy Data Services, LLC has announced it will offer an mFOLIO based on Randolph McDuff's RMG1 Value Oriented Growth model fund for registered investment advisors (RIAs).

The Vanguard Group has announced a proposal with Charles Schwab Investment Management to reorganize the Laudus Rosenberg U.S. Large/Mid Capitalization Long/Short Equity Fund into a new Vanguard offering.

MG Advisory Services, LLC, a subsidiary of Matrix Settlement&Clearance Services, LLC, has announced the release of its new Plan Demographic Report for advisers and third-party administrators (TPAs) that...

Dow Jones Indexes has announced the launch of The Dow Jones - AIG Commodity SwapEX, an exchange-traded fund (ETF) for which the Dow Jones - AIG Commodity Index...

Pacific Life Insurance Company and Pacific Life&Annuity Company have introduced the "Road to Retirement" guide and the Retirement Income Needs fact finder to help financial professionals address the...

Metrics Partners, an electronic marketing firm for the retirement industry, has introduced a new web-based search tool connecting plan producers with third party administrators (TPAs).

MetLife Investors Distribution Company, the distributor of products offered by the independent distribution arm of MetLife, has launched a marketing campaign designed to help advisers address their clients'...

Pershing LLC, a unit of The Bank of New York Mellon, has launched a new program designed to offer broker-dealer customers and their investment professionals solutions and best...

John Hancock College Savings has launched a multi-week back-to-school campaign for the busy 529 sales season, providing information and tools to financial consultants.

401(k) Advisors has enhanced its Scorecard System to measure the performance of asset allocation portfolios, known as lifestyle and lifecycle, or target date, funds.

Northern Trust will offer target date collective funds that are globally diversified and incorporate inflationary hedge asset classes such as global real estate and commodities, in addition to...

Invest n Retire, LLC has come out with a product that analyzes the investment allocation of employees’ plan contributions to determine whether the investment option is under-weighted or...

UBS Global Asset Management has come out with a new generation of UBS TargetRetirement Collective Funds that use an actively managed approach.

Reserve Solutions is now offering what it says is a more flexible way for employees to borrow money from their 401(k) accounts.