Products

Plan document provider ftwilliam.com has released two new 403(b) plan documents, updated with the 2007 final regulations.

Chicago-based Envestnet has unveiled the Envestnet Sustainability Platform that integrates three major components to incorporate the tenets of sustainability into the process of constructing client portfolios.

Transamerica IDEX Mutual Funds has a new name: Transamerica Funds.

Van Kampen Retirement Strategy Trust today filed a registration statement with the U.S. Securities and Exchange Commission for 10 new lifecycle funds.

Morningstar has unveiled Morningstar Site Builder, a Web-based platform consisting of Morningstar’s financial adviser tools, content, and reports that investment firms can add to their existing adviser Web...

Claymore Securities, Inc. has announced that eight of its exchange-traded funds (ETFs) are included as underlying investments in the Fiserv Trust Target Date Blueprint Funds.

Parametric Portfolio Associates and IW Financial have teamed up to design customized tax-managed separate accounts strategies for advisers and institutions seeking to incorporate socially responsible, faith-based, terror-free, and...

A suburban Philadelphia company has launched three exchange-traded funds (ETFs) on the New York Stock Exchange.

Blue Marble Investments (BMI) has unveiled online, professionally managed portfolios that invest solely in socially responsible mutual funds.

State Street Global Advisors (SSgA) announced it is seeking permission from the Securities and Exchange Commission (SEC) to launch a series of actively managed, target-date exchange traded funds...

ERISA Expertise LLC, a Blue Bell, Pennsylvania, plan services provider, has introduced the Roth 401(k) Analyzer V3.0.

Great-West Retirement Services has appointed three regional sales directors to focus on development of new corporate 401(k) plan business through brokers, financial advisers, consultants, and third-party administrators (TPAs).

A coalition of Florida’s K-12 education associations announced the development of a 403(b) Model Plan for Florida educators in a February 25 nationwide teleconference.

PMFM's 401k Toolbox's managed account service now offers a fiduciary warranty when the managed account service is used as the Qualified Default Investment Alternative (QDIA) in a qualified...

SLM Holdings, Inc., a financial software company, has launched an online network that provides financial professionals access to information concerning high-net-worth individuals, their companies, and their retirement plans.

Fidelity Investments has announced the availability of the Fidelity Advisor Mega Cap Stock Fund, providing financial advisers and their clients access to a fund with dedicated mega cap...

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.