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UBOC Selects S&P Advice

February 23, 2001 (PLANSPONSOR.com) - Union Bank of California has tapped Standard & Poor's Retirement Services to provide online education and advice for UBOC's SelectBENEFIT bundled 401(k) product.
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MassMutual Offers Morningstar ClearFuture

February 11, 2001 (PLANSPONSOR.com) - MassMutual Retirement Services' (MMRS) has integrated the Morningstar ClearFuture online education and advice product with its participant Web site, voice response system, and...
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Online Advice Engages Participants

February 11, 2002 (PLANSPONSOR.com) - Some 52% of retirement plan participants were satisfied with their company's retirement plan in 2001, a survey by advice provider, Financial Engines reveals.
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Moody's To Rate Real Estate Offerings

December 10, 2002 (PLANSPONSOR.com) - Moody's Investors Service has developed and published a methodology for assigning real estate fund ratings, providing institutional investors with insights into the portfolio...
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Core Solutions To Acquire MRG Payroll Operations

December 10, 2002 (PLANSPONSOR.com) - Los Angles-based Core Solutions, Inc. has completed a Letter of Intent to purchase the payroll operations of Albuquerque-based Management Resource Group, LLC (MRG)...
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Merrill Lynch Dovetails STP Efforts

October 22, 2001 (PLANSPONSOR.com) - Merrill Lynch will offer straight-through processing (STP) to institutional clients via a partnership with software provider Dovetail Systems.
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Hedge Fund Marketplace Opens

October 22, 2001(PLANSPONSOR.com) - HedgeWorld Markets Limited has opened their hedge fund marketplace, HedgeWorld FundSelect, and eventually plans to make it available to institutional investors.
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Calvert Launches Charitable Vehicle

October 22, 2001(PLANSPONSOR.com) - The Calvert Foundation has launched Calvert Giving Fund, a donor-advised fund that helps investors to create more social impact through their charitable giving.
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Cigna Expands Retirement Fund Choices

October 22, 20001 (PLANSPONSOR.com) - Cigna Retirement & Investment Services has expanded its portfolio of investment options to include 13 new mutual funds.
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SunGard?s RK System Adds 529 Capability

October 22, 2001 (PLANSPONSOR.com) - Clients of SunGard Employee Benefit Systems can now use SunGard's recordkeeping system with their educational savings programs known as 529 plans.
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Vestek Enhances Performance Attribution Tool

October 22, 2001(PLANSPONSOR.com) - Analytics provider Vestek unveiled a fully geometric mathematical algorithm for performance attribution as part of the group's Performance Attribution analysis.