Vendor Information
TD Ameritrade
TD AMERITRADE provides online self-directed brokerage account services (SDBA) to 401(k) plan providers and corporate employers. Through specially designed programs, firms can offer their employees TD AMERITRADE online brokerage services with customized benefits designed to fit the needs of the firm and their organization. . . . www.ameritradeinstitutional.com
The Davidsohn Group
Situated in the heart of Wall Street lives a company that has been on the cutting edge of the financial technology industry for the past 40 years. Specializing in custom designed, state-of-the-art front-office and back-office systems, The Davidsohn Group has developed one of the largest libraries of financial software in the world. We offer fully integrated software in multi-currency/multi-firm systems with real-time and global capabilities. A unique modular approach to software implementation allows our systems to adapt to changing client needs in a cost-effective manner. A dedicated staff of managers and technicians, experienced in all aspects of the financial industry, stand ready to serve your needs.
Contact: Joseph Davidsohn, Vice President of Marketing and Sales, The Davidsohn Group, 55 Broad Street, 26 th Floor, New York, NY 10004 . . . 212.208.0100 . . . jdavidsohn@dgny.com . . . www.davidsohngroup.com
Defined Contribution & Savings Plan Alert is a weekly newsletter that delivers exclusive intelligence on tax advantaged retirement, health care and college savings accounts. The key players in the defined contribution mutual fund sectors, including portfolio managers, mutual fund marketers and distributors, and plan sponsors look to Defined Contribution & Savings Plan Alert as the industry leader for breaking news on the 401(k), 401(a), 457, 403(b), 529 and HSA plan markets as well as for information on how fund companies penetrate certain channels — whether that means pricing funds in a particularly attractive way, developing innovative products or advertising them to build brand equity. For a free trial visit www.definedsavingsalert.com/
Strong client relationships are the key to success for financial advisors, and Dow Jones Wealth Manager is the client loyalty engine that enhances advisor interaction with customers and prospects. Advisors build customized profiles of their clients’ goals and interests, which are mapped against influential Dow Jones sources like Newswires, The Wall Street Journal, & Barron’ s, and other leading publications, offering advisors a continuous supply of meaningful reasons to contact clients through calls or e-mail. Easily integrated with your firm’s proprietary platform, third party applications or accessible on our Web site, Dow Jones Wealth Manager provokes the frequent, thoughtful communication that is an effective way to strengthen relationships, gather more assets, and deliver on your firm’s promise.
Contact Steve Reiser…Executive Director, Financial Solutions Marketing…Dow Jones…800 Plaza Two, Harborside Financial Center, Jersey City, NJ…201.938.5951… steve.reiser@dowjones.com
John Hancock Financial Services
A history of industry-leading communications, local service and support combined with a flexible, multi-managed investment line-up make John Hancock Financial Services a solid choice for qualified retirement plans. We offer an investment platform that is competitive, flexible and designed to help participants meet their retirement goals. Group annuity contracts are issued through John Hancock Life Insurance Company, which offer qualified retirement plan products and services for the small to mid-sized businesses. Included under the contract are defined contribution (401[k]) and defined benefit products. Services offered range from local enrollment support, fiduciary tools and expertise from independent third party administrators, who help develop customized plans for plan sponsors and their employees.
Contact: Garry Chrusch, Director, Intermediary Services, John Hancock Financial Services,
Mailing Address: P.O. Box 600, Buffalo, NY 14201-0600
Telephone Number: 800-766-8669 . . . garry_chrusch@jhancock.com . . . www.my401ksales.com