ASPPA Designs Qualified Pooled Plan Professional Credential
The qualification is designed to help providers whose roles include moving employers in and out of MEP and PEP arrangements.
Products
CIT Adoption Ticks Up as Providers Focus on Transparency, Growth
Collective investment trusts are becoming a staple of defined contribution plans, driven by flexibility and lower costs.
Pontera Adds Nondiscretionary Retirement Advice Option to Infrastructure
The offering, set to launch in September, will allow advisers to provide investment recommendations that clients can review and implement...
OpenArc Introduces Independent Provider Search Consulting
The investment manager formed by a breakaway Merrill Lynch team offers to be a single fiduciary partner for retirement, compensation...
Human Interest Introduces AI-Powered Compliance Monitoring
Features include monthly projections, actionable guidance and customer credit if a compliance commitment is missed.
SEI, WTW Partner on Private Assets in CITs
WTW chose SEI’s investment vehicles to deliver retirement solutions that invest in both public and private assets.
401(k) Pioneer Tackles Hardship Withdrawals, Emergency Savings Through ‘Radish’
Ted Benna says the new employer-funded plan is designed to help workers cover short-term financial needs without tapping retirement savings.
The Standard Launches PEP for 403(b) Nonprofits
The provider has nearly $5 billion in pooled employer plan assets under management.
Transamerica, Advo(k)ate Advisors Debut PEP
The pooled employer plan provides relationships with more than 125 payroll providers.
Nuts and Bolts: Target-Date Funds With Embedded Guaranteed Income
Incorporating guaranteed income into this already popular product presents a cost-effective, ‘pension-like’ strategy.
CBIZ Debuts PEP for Mid-Market Businesses
The CBIZ Retirement Advantage Pooled Employer Plan includes 3(16) fiduciary services and 3(38) investment management.
Wellington, Vanguard, Blackstone ‘Alliance’ Eyes ‘Retirement-Specific’ Products
The three companies’ ‘strategic alliance’ launched on Wednesday its first funds to include private-market access.
Fiduciary Decisions Launches DCIO Benchmarking Suite
The platform provides investment-menu, fund and target-date-fund analysis for defined contribution investment only teams, asset managers and retirement plan advisers.
Prudential Adopts Hueler Income Solutions for 401(k) Plan
Participants can select income features and turn a portion of their retirement savings into an annuity contract.
Voya Adds Private Market Access to Managed Accounts
Registered investment advisers have gained access to new investments such as Voya’s V-ALT collective investment trusts.
Vanguard Taps T. Rowe Price to Advise 3 Equity Funds
T. Rowe Price will replace ArrowMark Colorado Holdings as an adviser of two of the funds.
Ascensus Rolls Out National Nonprofit 403(b) PEP
Newport will serve as the pooled employer plan provider and administrative fiduciary.
Edward Jones Adds T. Rowe Price to Retirement Partnership Suite
The financial services firm is also expanding its partnership with J.P. Morgan Asset Management to include full-service recordkeeping.
Fidelity Adds Guaranteed Income-Embedded CITs to Target-Date Lineup
The suite will include optional allocations to lifetime income through Nationwide and New York Life.
State-Level Missing Check Clearinghouse Launches
The States’ Unclaimed Retirement Clearing House allows plan sponsors and recordkeepers to transfer uncashed distribution checks to a plan’s state...