December 5, 2000 (PLANSPONSOR.com) - Sanwa Bank is teaming up with Nationwide Trust Co. to offer expanded 401k services to small-businesses.
December 5, 2000 (PLANSPONSOR.com) - Five 401(k) statements were the only ones to achieve DALBAR's "Excellent" designation in their annual evaluation of financial services statements.
October 5, 2000 (PLANSPONSOR.com) - Plan sponsors may soon get a break in fees and be able to conduct their trades online, courtesy of an expanded pension trading system from Barclays Global Investors.
October 5, 2000 (PLANSPONSOR.com) - eAdvisor has chosen Financial Engines Advice Server platform to offer its customers financial advice. eAdvisor is a joint venture of E*Trade and Ernst & Young.
June 5, 2000 (PLANSPONSOR.com) - The Vanguard Group is gearing up to introduce a new no-load fund that concentrates primarily in inflation-indexed bonds. The Vanguard Inflation-Protected Securities Fund will buy inflation-indexed securities offered by the US Treasury, U.S. government agencies, and corporations. A four-week subscription period begins today.
December 4, 2000 (PLANSPONSOR.com) - Participant services are once again at the top of plan sponsor hiring considerations, but quality of plan sponsor services was a close second, according to PLAN SPONSOR's 2000 Defined Contribution Services Survey.
December 4, 2000 (PLANSPONSOR.com) - Merrill Lynch has added Speech-recognition to its 401(k) Interactive Voice Response (IVR) system, allowing participants to access information and initiate transactions by speaking their requests.
October 4, 2000 (PLANSPONSOR.com) - InvestLink Technologies has integrated Standard & Poor's Web-based education and advice services with their recordkeeping system, TotalServiceManager.
August 4, 2000 (PLANSPONSOR.com) - Calvert Group plans to launch the Calvert Social Investment Fund Technology Portfolio, according to a filing with the Securities and Exchange Commission.
November 3, 2000 (PLANSPONSOR.com) - Old Mutual has teamed up with CalPERS, the nation's largest public pension system, to establish eSecLending, LLC, a web-based auction system for securities lending.
October 3, 2000 (PLANSPONSOR.com) - Participants may soon have one less number to keep up with, and find it easier to sign up, thanks to a new PIN-Less 401(k) enrollment feature from American Express Retirement Services.
November 2, 2000 (PLANSPONSOR.com) - J.P. Morgan/American Century Retirement Plan Services is launching its new Web site for retirement plan sponsors, including a customizable homepage and access to preset and customized plan reporting.
October 2, 2000 (PLANSPONSOR.com) - Plan sponsors now have a better way to communicate misunderstood and sometimes underappreciated pension benefits. For the first time ever, a defined benefit statement has received the DALBAR Seal for Communications, awarded to an enhanced version by MassMutual Retirement Services.
August 2, 2000 (PLANSPONSOR.com) - American Express Retirement Services has introduced online trading for self-directed brokerage accounts through American Express Brokerage.
May 2, 2000 (PLANSPONSOR.com) - Plan sponsors will be able to benchmark their managers more quickly with new risk measures to be published by Russell/Mellon Analytical Services and Measurisk.com. Eighteen Russell indices and the nine universes they support will publish their value at risk (VaR) measures starting the third quarter of this year.
December 1, 2000 (PLANSPONSOR.com) - Trustar Retirement Services has expanded its Internet and voice response services, and now offers participants the ability to rebalance their accounts automatically each quarter, as well as on demand.
December 1, 2000 (PLANSPONSOR.com) - Royal Trust has unveiled a new Web-based service, offering plan sponsors customizable access to securities information and reporting.
November 1, 2000 (PLANSPONSOR.com) - Transamerica Retirement Services will offer Financial Engines Investment Advisor service to Transamerica's defined contribution participants.
September 1, 2000 (PLANSPONSOR.com) - Mid-market plan sponsors might want to take a closer look at their third-party service providers based on a new survey.