eAdvisor Gets Online With Financial Engines

October 5, 2000 ( - 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.

Inflation Investing TIP – Vanguard Readies Inflation-Indexed Fund

June 5, 2000 ( - 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.

Merrill Adds Speech-recognition to 401k

December 4, 2000 ( - 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.

InvestLink Links with S&P Advice

October 4, 2000 ( - InvestLink Technologies has integrated Standard & Poor's Web-based education and advice services with their recordkeeping system, TotalServiceManager.

Old Mutual, CalPERS Build Sec Lending ePlatform

November 3, 2000 ( - 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.

American Express Offers PIN-Less Enrollment

October 3, 2000 ( - 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.

JP Morgan/American Century Launch Sponsor Web Site

November 2, 2000 ( - 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.

Defined Benefit Statement Receives Award

October 2, 2000 ( - 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.

Russell/Mellon, To Publish Risk Benchmarks On Web

May 2, 2000 ( - Plan sponsors will be able to benchmark their managers more quickly with new risk measures to be published by Russell/Mellon Analytical Services and Eighteen Russell indices and the nine universes they support will publish their value at risk (VaR) measures starting the third quarter of this year.

Trustar Expands Participant Services

December 1, 2000 ( - 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.

Royal Trust Unveils Web Custody Product

December 1, 2000 ( - Royal Trust has unveiled a new Web-based service, offering plan sponsors customizable access to securities information and reporting.