Products & Services
The Principal Finds Text Messages Inspire Retirement Savings
One year after launching a text messaging service for retirement plan participants, The Principal has released data indicating it has improved savings rates and asset allocation.
Fidelity Introduces Free iPad App
Investors can download the application specifically designed for the Apple iPad, free of charge, on iTunes
Ancora Offers Source Companies’ Open Architecture Plans
Ancora Advisors has rolled out Open Architecture 401K products offered through Source Companies
Hand Benefits Selects Sub-Advisers for Target Date CITs
Hand Benefits & Trust Company has selected Blue Prairie Group LLC (BPG) and Target Date Solutions (TDS) as managers of the SMART Fund target date collective investment trusts.
More Workers Choosing Life Insurance Benefit, and More Paying for It
A recent national survey of full-time workers by The Hartford Financial Services Group found the overall number signing up for life insurance benefits increased from 64% in 2009...
Huntington Shifts Strategy of Rotating Markets Fund
Huntington Funds announced that the Huntington Rotating Markets Fund's (HRITX) investment strategy has shifted from the global market segment to large cap, focusing specifically on the U.S. Dow...
MetLife Offers Retirement Readiness Workbook
The MetLife Mature Market Institute is offering its “Retirement Readiness Workbook,” a free tool to help people prepare for and transition into retirement smoothly.
SPARK Adds to Q&A for 403(b) Best Practices
The SPARK Institute has posted more than 20 answers to new questions it has received regarding its 403(b) Plans Information Sharing Data Elements Best Practices and Best Practices...
MetLife Offers Tool to Benchmark Benefits Offerings
MetLife has announced the availability of its enhanced Web-based Benefits Benchmarking Tool, designed to help employers and brokers deliver strategic benefits decisions and recommendations.
John Hancock to Offer both “To” and “Through” Lifecycle Choices
John Hancock Retirement Plan Services (RPS) announced it will offer two suites of Lifecycle portfolios, providing participants a choice in 401(k) asset allocation options.
Adhesion Wealth Advisor Solutions Releases New iPad App
A new enhancement from Adhesion Wealth Advisor Solutions makes RIA portfolios and performance reports available to clients on their iPads.
Wolters Kluwer Launches Automated Amendment Software
Wolters Kluwer Law & Business has launched ftwPro Amend as part of its ftwilliam.com portfolio.
Mesirow to Provide Strategic Asset Class Models for ABG
Mesirow Financial has been engaged to provide strategic asset allocation models for participants in client plans offered by Alliance Benefit Group (ABG).
Van Eck to Announce India Small-Cap ETF
Van Eck Global has scheduled the August 25, 2010, announced launch of its Market Vectors India Small-Cap Index ETF (SCIF).
Transamerica “Unlocks” Social Security
A new education program from Transamerica gives advisers non-product specific guidance to help them educate their clients about Social Security, according to a recent announcement.
UBS Revives Adviser Training Program
UBS AG’s U.S. wealth management arm is hosting its first broker training class in two years, another sign that firms are seeking new ways to expand their recruiting...
U.S. Retirement Partners Adds to 403(b) Network
U.S. Retirement Partners (USRP) has acquired United Specialty Benefits (USB), which will be part of USRP’s national network that provides 403(b) retirement benefits and other services to the...