Products & Services

The Principal Financial Group created the “Savings-to-Employment Income Ratio” to help investors estimate the health of their retirement savings; a white paper was written to complement the tool. ...

BPAS, a provider of defined contribution (DC), actuarial, institutional trust and flex services, has upgraded its Web site.

BlackRock, Inc. and SunGard have announced a solution that will support the use of funds generating lifetime retirement income within corporate defined contribution (DC) plans.

Tamarac Inc., a provider of integrated portfolio management software and services, has created Advisor View, a new performance reporting application.   

ETF Securities announced that ETFS Precious Metals Basket shares will be listed on the NYSE Arca on October 22, 2010, trading under the ticker symbol GLTR.

The U.S. Department of Labor (DoL) and the American Institute of Certified Public Accountants (AICPA) have launched a Web site to help small businesses select a retirement plan...

Advisers who use Loring Ward for investment management, business management, and practice development will be offered enhanced investment policy statement (IPS) models.

Northern Trust released Data Direct, an application designed to access risk and performance data through Microsoft Excel.

New services from TD Ameritrade Institutional are designed to help independent registered investment advisers (RIAs) and third-party administrators (TPAs) grow their retirement plan business and better meet the...

A new article from Securian will help plan sponsors decide if they need help with investment decisions.

Still River announced that its new software is being offered at a discount to NEA (National Education Association) members who are approaching retirement or who are already retired.

Informa Investment Solutions introduced PSN Monitor, an interactive tool enabling institutional investors to incorporate consolidated industry insights into their own due diligence process.

RIA in a Box, a registered investment adviser (RIA) consultancy firm, has partnered with Lloyds of London and the North American Professional Liability Insurance Agency (NAPLIA) to provide errors...

The Hartford Financial Services Group, Inc. launched a new educational program to encourage participation in defined contribution retirement plans, in recognition of national Save for Retirement Week

If you're looking for some assistance in dealing with the new plan fee disclosure regulations, there is a a new solution on the market. 

A 401(k) provider has unveiled a bundled 100% index fund 401(k) program where employees pay only the expense ratios of the index funds.

Pension software provider BLAZE SSI and preapproved document provider McKay Hochman have worked out an agreement allowing the two companies to exchange data between their respective systems.

State Street Global Markets announced the launch of its Systemic Risk Index that measures the U.S. equity market’s vulnerability to market shocks.

Van Eck Global has launched Market Vectors China ETF.

Morningstar introduced a portfolio management and performance reporting service for broker/dealers.