MFS Offering Equalized Commissions And Open Architecture
MFS Retirement Services Inc. (RSI) has instituted equalized and single-source commissions on actively managed funds, allowing financial advisors to clearly communicate their pay structure to plan sponsors. The firm also has initiated open architecture, allowing advisors and plan sponsors to choose investment products from multiple providers.
These new enhancements will help make it easier for plan sponsors to meet their fiduciary responsibilities and help achieve important goals for their plan participants.
MFS is one of the first mutual fund companies to offer equalized and single-source commissions on actively managed funds. Advisers will earn the same commission whether they sell MFS or non-MFS funds, with all payments coming from MFS. This new degree of uniformity will make it easier for intermediaries to communicate their pay structure to plan sponsors.
Under open architecture, clients can construct an MFS retirement plan by selecting from an expanded menu of mutual funds from more than 20 different fund families. With more than 6,800 retirement plan sponsors and 1 million plan participants, MFS ranks as the eighth-largest defined contribution asset manager in the industry, according to Pension & Investments magazine.

Albridge Office Platform
Albridge Solutions (, an industry leader for portfolio performance reporting, has introduced full-featured platform solution for RIAs, Albridge Wealth Reporting for RIAs. It provides a complete platform including performance reporting, fee billing, data aggregation and privately labeled Web access for clients, and integrates with leading virtual-office applications advisors rely on every day.
In addition to the reporting application, Albridge Wealth Reporting for RIAs features Albridge Data Aggregation, powered by CashEdge. This aggregation service enables advisors to view and report on their clients‚ held-away assets, including retirement, wirehouse brokerage, and bank accounts.
For more information, contact Vlad Berson at (609) 806-0260.

Arrivato Target Date Funds
Arrivato Advisors LLC has introduced the Arrivato Dow Jones U.S. Target Date Funds, a family of products based on the newly created Dow Jones U.S. Target Date Indexes.
The Arrivato Dow Jones U.S. 2010 Fund, the Arrivato Dow Jones U.S. 2015 Fund, the Arrivato Dow Jones U.S. 2020 Fund, the Arrivato Dow Jones U.S. 2030 Fund and the Arrivato Dow Jones U.S. 2040 Fund are designed to track the overall performance of the Dow Jones U.S. Target Date Indexes, less operating expenses. Each fund strives to reduce its risk by automatically rebalancing its asset class allocations as the target dates approach.
For more information, visit or call (866) 410-2005.

AIG Target-Date Funds
AIG VALIC, a member of American International Group Inc. (AIG), has introduced into the group retirement market the High Watermark Funds, a new series of target maturity-style mutual funds that guarantee both principal and market gains for shareholders who remain invested to maturity.
The new funds offer principal protection not just for the initial investment, but also for the "high watermark" gain achieved during the life of the fund. AIG SunAmerica Asset Management Corp. (AIG SunAmerica) is the fund manager; for more information, go to

Decimal Inc. New Service Options
Decimal Inc., a provider of full-service Web-based 401(k) plans for small and single-person businesses, has instituted new service options and pricing for The Online 401(k). The new service options and flat-fee pricing makes 401(k) plans more transparent and affordable.
The Value option, providing all the basic 401(k) services a business would need, starts at $145 a month with a one-time set-up fee of $495. The Blue Chip option offers all of the Value option services with enhanced services, such as customization of the mutual fund list. This option starts at $175 month plus the set-up fee. (Pricing is based on the number of employees).
For more information, please visit

Oberweis Launches China Fund
Oberweis Asset Management Inc. has launched the China Opportunities Fund (OBCHX), managed by Chicago-based James W. Oberweis, who oversees more than $1.6 billion in other Oberweis micro-cap, small-cap and mid-cap portfolios. The fund seeks to capitalize on the long-term investment opportunities in People‚s Republic of China, Hong Kong and/or Taiwan.