Products & Services

New indices released by Thomson Reuters offer liquid access to and performance analysis of the U.S. private equity industry.

Fidelity Investments made its workplace benefits application, NetBenefits, available to iPad and iPad Mini mobile tablet users.

A new education program from State Street Global Advisers (SSgA) offers financial professionals nearly 30 short courses on how to incorporate exchange-traded funds (ETFs) into investment portfolios.

Following best practices can secure an extra 3% in net returns for the clients of advisers, according to Vanguard Advisor.

OTB Strategic Consulting, Inc., a business advisory firm, has launched The FIRE System, an online 401(k) self-assessment tool for plan fiduciaries.

With the second release of its Audience of One program, J.P. Morgan Retirement Plan Services hopes to deepen engagement with participants through tailored messaging and robust data technology...

The focus on comparison rather than outcomes is misguided, and comparing one plan to another can be pointless, says Josh Itzoe, partner and managing director of Greenspring Wealth...

Employee benefits and insurance services provider National Financial Partners Corp., known as NFP, unveiled the EXEC360 platform to help advisers run non-qualified deferred compensation (NQDC) plans.

Four years after the launch of its Lifetime Income Analysis experience, participants in Putnam Investments-administered 401(k) plans continue to take significant steps forward in increasing their level of...

Insurance and financial services firm Nationwide Financial has integrated LPL Financial LLP’s Worksite Financial Solutions platform into its 401(k) products.

The portfolio consulting group of Envestnet Inc. launched a new multi-manager portfolio series called the Liquid Endowment Portfolios, designed to address rising correlations across asset classes.

Inspired partly by the way Amazon understands and uses customer behaviors, Fidelity Investments rolled out a suite of tools and technologies with a heightened focus on outcomes.

John Hancock Retirement Plan Services (JH RPS) is implementing a new way of pricing its 401(k) plan services that will help plan sponsors and advisers address the issue...

The latest release of the Portfolio Manager investment platform and reporting system from LPL Financial features customizable firm branding capabilities and time-saving scheduling options.

The retirement services division for OneAmerica will work with personal finance broadcaster Peter Dunn to offer participants tips on retirement planning.

Richard P. Slaughter Associates 401(k) Services is now known as RPS Retirement Plan Advisors, a change the firm hopes will better reflect its focus on holistic advice and...

Broadridge Financial Solutions reached an agreement with Pension Data Resources, Inc., to provide clients with plan assessment and benchmarking capabilities based on compiled Form 5500 data.

BPAS, a provider of retirement plan administration services, launched the “Retirement Gap Report” report to help clients assess the overall health of their retirement plans.

Asset management firm State Street Global Advisors (SSgA) says its SPDR Barclays 0-5 Year TIPS ETF began trading this week.

The Orange County Employees Retirement System (OCERS) investment committee unanimously adopted a resolution supporting widespread industry use of pension share classes (P-share classes).