Products

ExpertPlan, a provider of private-label recordkeeping solutions primarily to the micro and small plan retirement market, is moving up-market through a new trading link relationship with UBS Fiduciary...

Bear Stearns Broker-Dealer&Investment Advisor Services (BDIAS) on Tuesday announced it is significantly broadening its mutual fund platform by expanding the list of available funds and adding to its...

BlackRock, Inc. is launching nine new lifecycle portfolios with target maturity dates ranging from 2010 through 2050.

Wachovia Retirement Services has released a product to help plan sponsors gauge the health of their retirement plans and give them suggestions on how to improve the plan.

MetLife’s new free publication, focused on helping women prepare for retirement, addresses topics such as how much money will be needed for retirement and what investment options might...

BenefitStreet, Inc. has launched a new program designed to help advisers introduce exchange-traded funds (ETFs) to 401(k) plans.

In response to a survey showing that investors are concerned about climate change and alternative energy, Calvert has introduced the Calvert Global Alternative Energy Fund.

Dow Jones Indexes has announced it will change the emerging markets index component of its global Dow Jones Target Date Indexes, effective at the close of business June...

Investment firm Scott&Stringfellow Capital Management Inc. is collaborating with its holding company to offer a defined contribution retirement plan product for small- and medium-sized businesses.

Transamerica has launched a division focused on helping workers make the leap into retirement and invest and allocate their retirement assets.

Washington-based ShareBuilder is trying to raise awareness about 401(k) participant fees, specifically calling for fees to stay below the 1% mark and for total fee transparency.

The Principal Financial Group has unveiled a new online distribution service for employee stock ownership plans (ESOP).

Prudential Financial, Inc. has come out with a group of variable universal life insurance contracts for informally funding nonqualified benefit plans, including Supplemental Employee Retirement Plans (SERPS) and...

The Retirement Services division of InterOcean Wealth Management has formally introduced a new fiduciary protection service for retirement plan sponsors called The Fiduciary Compass.

WisdomTree Investments, Inc. announced the launch of the WisdomTree International Real Estate Fund on the American Stock Exchange Tuesday.

Socially responsible mutual fund firm Calvert has launched a new fund that seeks long term capital appreciation by investing primarily in non-U.S. small-cap and mid-cap stocks both in...

New York Life Investment Management’s retirement plan services division has come out with a program to help employers better understand workers’ retirement planning behavior by categorizing plan participants...

Principal Financial Group has released a program that gives fledgling businesses some of the same retirement plan tools available to large plans, such as flexible participant services and...

Transamerica Retirement Services has announced the addition of five investment choices from two fund families – Thornburg Securities and Fred Alger&Co., Inc.

In response to a recent court ruling that firms operating fee-based brokerage accounts must move these assets to either an advisory account or a traditional commission account, FundQuest...