Links

Providers/Investment Managers


Alliance Benefit Group Illinois
Alliance Benefit Group National
American Century
Ascensus, Inc. (Formerly BISYS)
Avatar-Associates
BPA-Harbridge/Hand Benefit & Trust
Bridgeway Funds
Charles Schwab
DailyAccess Corporation
Digital Retirement Solutions, Inc
Diversified Investment Advisors
DWS Investments
Eaton Vance
Federated Investors
Fidelity Investments Institutional Services Company
Fidelity Investments Institutional Wealth Services
Financial Telesis
First Mercantile
Flexible Plan Investments, Ltd
GE Asset Management
Genworth Financial
Hartford
Heartland Funds
ING Retirement Services
Invesco Aim
iShares in 401(k)
Ivy Funds
Janus Capital Group
John Hancock
July Business Services
Legg Mason
MainStay Investments
Manning & Napier Advisors, Inc
MassMutual
MetLife
Millennium Trust Company
Morley Financial Services, Inc
Mutual of Omaha
Natixis Global Asset Management
New York Life Retirement Plan Services
Newkirk Products, Inc.
Newport Group
OneAmerica (AUL)
Oppenheimer Funds
Parnassus Investments
Payden&Rygel
Payden/Kravitz Cash Balance Plan Fund
PenChecks, Inc
Phoenix Life Insurance Co
PIMCO
Principal Financial Group
Prudential Retirement Planning
RolloverSystems
Securian Retirement Services
Standard Insurance
TD Ameritrade
The Guardian Life Insurance Co of America
Thornburg
Transamerica Retirement Services
Tweedy, Brown Company LLC
UNIFI Companies Retirement Plans
Unified Trust
vWise
Wachovia Retirement Services
Westcore Funds
Wilmington Trust Co
WisdomTree Investments, Inc

Account Aggregation


Albridge Solutions
By All Accounts
Cash Edge
eMoney Advisor

Annuity Exchange (Inst’l)


Income Solutions®

Asset Management Platforms


Advent
Brinker Capital
Envestnet
FundQuest
Genworth Financial (Asset Mark)
Lockwood
SEI

Associations, Institutes & Societies


AICPA
ASPPA
Financial Planning Assoc (FPA)
Financial Services Institute
IAQFP
IFEBP
IIABA
IMCA
Investment Adviser Assoc
Investment Company Institute
LIMRA
NAGDCA
NAIC
NAPFA
NASAA
National Assoc for Variable Annuities
National Assoc for Fixed Annuities
NIPA
PSCA
Retirement Income Industry Assoc
SIFMA
SPARK Institute
Wealth Advisor Institute

Benefit Consultants


Aon
Gallagher Retirement Services
Hewitt Associates
Mercer HR Services
Moss Adams LLP
PriceWaterhouseCoopers
Towers Perrin
Watson Wyatt

Business Valuation


BEAR, Inc.
Moss Adams
Quist Valuation

Compliance


ACA Compliance Group
ComplianceMAX Financial Corporation
ComplianceWorks, Inc
National Compliance Services, Inc
National Regulatory Services

Commodity Indexes/ETFs


Barclays (iPath)
BGI (iShares)
CRB
DB Commodity Indexes
Dow Jones AIG Commodity Index DJ-AIGCI
ELEMENTS
ETF Trends
GreenHaven
HOLDRs
Index Universe
Invesco PowerShares
J.P.Morgan
ProShares
Reuters Continuous Commodity Index CCI
Reuters/Jefferies CRB
S&P GSCI Commodity Index
Seeking Alpha
SSGA (SPDRs)
Stock Encyclopedia
The Baltic Exchange
UBS E-TRACS
Van Eck (Vectors)

Consulting


Moss Adams
Tiburon Strategic Advisors

CRM


Finance Logix
Financeware
Junxure
Redtail Technology
SalesForce.com
Upswing

Designations


ASPPA
CEFEX
CFA Institute
CFP Board
College for Financial Planning
Fi360
Fiduciary Adviser Network
Financial Service Standards (FSS)
FINRA Investment Designations
FSS Designation Survey
IAQFP
IFEBP
IMCA
NIPA
Plan Sponsor
SPARK
The American College

Energy


EIA
IEA
World Energy News

ERISA Law


Davis & Harman LLP
DLA Piper
Groom Law Group
Reish, Luftman, Reicher & Cohen
The Wagner Law Group
Winston & Strawn LLP

Financial Planning Systems


eMoneyAdvisor
IAS - Interactive Advisory Software
Money Tree
MoneyGuidePro
NaviPlan

Fiscal Responsibility


Peter G. Peterson Foundation
The Concord Coalition
The Tax Policy Center
TreasuryDirect

Futures


Alaron Links

Global Warming


EPA Global Warming
Global Warming (News)
Intergovernmental Panel On Climate Change
NewScientist Environment (News)
Pew Center On Global Climate Change
World Weather
WWF

Glossary


Bloomberg
Investor Words

Gold/Precious Metals


KITCO
World Gold Council

Government


DOL
Federal Reserve
Government Accountability Office
IRS
Library Of Congress/Thomas
PBGC
U.S. Department of Treasury

Industry News/Publications


401khelpcenter
401kWire
Advisor Perspectives
Benefits Link
BNA
CFO
CME Commodity News
Employee Benefit News
Financial Advisor
Financial Analysts Journal (CFA)
Financial-Planning.com
Fund Action
Investment Advisor
Investment News
Investment Wires
Mondaq
On Wall Street
Pensions & Investments
Plan Sponsor
PlanAdviser
Private Wealth
Registered Rep
Research Magazine
Senior Consultant
SpectremAdvisor
The Journal of Investment Consulting (IMCA)
The Monitor (IMCA)
Workforce Management

Investment Banking


Berkshire Capital Securities LLC
Moss Adams Capital LLC
Putnam Lovell NBF Securities Inc.
Silver Lane Advisors LLC

Investment Consulting/Analytics


401(k) Producer Services (Tools)
Callan Associates
Fi360 (Tools)
Fiduciary Benchmarks, Inc
Fiduciary investment Reporting Manager (FiRM) (Tools)
FRA/PlanTools (Tools)
Ibbotson Associates (Morningstar)
Markov Processes International (MPI)
Morningstar (Tools)
Rogerscasey (Tools)
Russell Investments
Target Date Analytics (TDA) (Tools)
UpTick Data Technologies
Wilshire Associates
Zephyr Assoc

Leads/Data


401kExchange
Discovery (Advisor List)
Judy Diamond Assoc
Larkspur Data
Money Market Directories
Qualified Media (Advisor List)
WiserAdvisor.com (Advisor List)

Other ERISA


ERISAfraud
Fiduciary Counselors
freeERISA
Pension Governance
PensionLitigationData.com
The ERISA Industry Committee

Participant Education


Newkirk Products, Inc
Perspective Partners
Synapses
vWise

Private Investment Firms


Circle Peak Capital
Falcon Investment Advisors
Grail Partners
Rosemont Investment Partners
Summit Partners
The Sienna Group
Vulcan Capital

Professional Liability Insurance


Colonial Surety Co
NAPLIA
Theodore Liftman Insurance

Regulatory


FINRA
MSRB
SEC

Research


Advisor Perspectives
American Benefits Council
Annuity Advisors
Boston Research Group
Brightwork Partners
BusinessHealth
Center for Retirement Research (Boston College)
Cerulli Associates
Chatham Partners
Cogent Research
Cornerstone Research
Employee Benefits Research Institute
Financial Research Corp
Inst'l Retirement Income Research Council
Kasina
NBER
Pension Research Council (Wharton)
RSP
Spectrem Group
Standard & Poor's
Strategic Insight
Sway Research
Tiburon Strategic Advisors
Univ of Mich Retirement Research Ctr

Rollup/Consolidators


401(k)Advisors
Focus Financial Partners
National Retirement Partners (NRP)
NFP
WealthTrust LLC

Sales Training


401k Coach
Advanced Sales
Fusion Learning
Maximum Impact Ptrs
Miller Heiman
Research Mgt of Boston
Sequoia

Stable Value


Dwight Asset Management
Fiduciary Capital Management
Hueler Companies
Ryan ALM

Systems, Software & Technology


Schwab Performance Technologies
Your Silver Bullet

Terminal Funding/Annuity Marketplace


BCG Terminal Funding
Brentwood Asset Advisors
Dietrich & Assoc
Hueler Investment Services

Terrorism


European Media Monitor
GAO
MITP
Rand
State Department
Terror Wire
Terrorism Research Center
Terrorism World
US Treasury Department

TPA Directories


401kExchange
TAG
TPA Connection

Trust, Custody, Clearing & Brokerage


Inst'l Wealth Services (Fidelity)
National Financial (Fidelity)
Pershing
Schwab Institutional
TD Ameritrade

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