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PA Firm Puts Out Roth Analysis Tool

February 26, 2008 (PLANSPONSOR.com) - ERISA Expertise LLC, a Blue Bell, Pennsylvania, plan services provider, has introduced the Roth 401(k) Analyzer V3.0.
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Mutual of Omaha Puts Out TPA Service

February 26, 2008 (PLANSPONSOR.com) - Mutual of Omaha is now offering plan sponsors a retirement platform that integrates with existing third party administrators.
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Citi, Legg Mason in Overlay Business Deal

February 26, 2008 (PLANSPONSOR.com) - Citi and Legg Mason have agreed that Citi Global Wealth Management (GWM) will acquire the overlay and implementation business of Legg Mason Private...
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Oppenheimer Packages Auto Plan Features

February 20, 2008 (PLANSPONSOR.com) - 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...
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Northern Trust Announces Endowment Accounting System

February 20, 2008 (PLANSPONSOR.com) - Northern Trust has launched automated endowment accounting that allows not-for-profit clients to allocate investment performance, track donations, and manage distributions across multiple accounts...
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TD AMERITRADE Launches Retirement Planning Tool

February 20, 2008 (PLANSPONSOR.com) - TD AMERITRADE Holding Corporation has launched WealthRuler, a retirement planning tool that the company says can help investors predict their chance of accumulating...
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Wachovia Announces New 401(k) Offering

February 20, 2008 (PLANSPONSOR.com) - Wachovia will begin selling the new Wachovia Securities FundSource 401(k) through its more than 15,000 Wachovia Securities Financial Advisors, the company announced.
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SPDR Intl. Dividend ETF Kicks Off Trading

February 19, 2008 (PLANSPONSOR.com) - State Street Global Advisors (SSgA) announced that the SPDR S&P International Dividend ETF began trading on the American Stock Exchange on Tuesday.
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CBH Pensions Joins Alliance Benefit Group

February 15, 2008 (PLANSPONSOR.com) - CBH Pensions, Inc., provider of retirement plan consulting and administrative services, announced it has joined Alliance Benefit Group, a national network of independently...
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Morningstar Unveils Hedge Fund Ratings

February 14, 2008 (PLANSPONSOR.com) - Morningstar on Thursday announced it had launched the Morningstar Rating for hedge funds as well as the Morningstar 1000 Hedge Fund Index and...
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Advisers Targeted with New DC Investment Reports

February 11, 2008 (PLANSPONSOR.com) - AIM Investments has launched new customized reports to help financial advisers more effectively analyze, document, and compare defined contribution plan investments.
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Newport Group to Distribute Pru's IncomeFlex

February 11, 2008 (PLANSPONSOR.com) - Prudential Retirement has entered into a distribution agreement with The Newport Group to offer Prudential IncomeFlex, a 401(k) retirement retirement income solution.
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Transamerica Puts Out Fiduciary Management Product

February 11, 2008 (PLANSPONSOR.com) - Transamerica Retirement Services has announced its Fiduciary Management Program to allow advisers to help plan sponsors clearly define, execute, and document investment selection...
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CA Firm Offers CIFs through 'Marketplace'

February 7, 2008 PLANSPONSOR.com) - A Campbell, California-based plan service provider is now helping to make collective investment funds (CIF) more available to plan sponsors.