Products & Services

Future Capital partners with AssuredPartners Investment Advisors; TPSU reports growth rates for retirement plan fiduciary training in 2024; Pacific Life launches registered index-linked annuity.

BlackRock plan participants will now be defaulted into its LifePath Paycheck, which offers an option to annuitize a portion of...

J.P. Morgan partners with CAIS to allow advisers access to alternative investments; Pontera partners with Independent Advisor Alliance; and AllianceBernstein...

The country’s second-largest recordkeeper adds more annuity retirement income products, including its first on-platform fixed-index annuity.

The investors include the venture arm of annuity seller and recordkeeper TIAA.

One of the plans offers more control for the plan sponsor; the other is a traditional PEP structure.

AllianceBernstein launches direct indexing investment options; AssetMarket adds TIFIN AI capabilities for advisers; Oppenheimer partners with Pontera for client 401(k)...

Future Capital integrates its 401(k) platform with SS&C; Endeavor Retirement launches new resources for fiduciaries and participants; Voya enhances its...

At the PLANADVISER 360 conference, experts discussed strategies for balancing flexibility, cost and transparency.

Jeb Bowlus of Great Gray Trust makes the case that CITs are well-regulated and confer retirement investor protections not present...

New vintages are available at many large asset managers, giving workers who consider themselves about 45 years from retirement the...

The Automated Personalized Portfolio program from LeafHouse will integrate BlackRock’s glide path investment strategy with iJoin’s participant platform.

Morgan Stanley fund lands $2B in capital commitments; Transamerica managed advice available for contractors PEP; OneDigital launches new benefits platform;...

At SVIA’s conference in Washington D.C. this week, participants considered what lower interest rates mean for the defined contribution investment...

A stable value proponent explains why the ‘rate of change’ of interest rates is as important as the changes themselves...

Arta Finance offers life insurance solutions with Prudential; Corebridge Financial launches a registered index-linked annuity; and The Standard, Family First...

Ascensus re-ups with Financial Finesse; Franklin Templeton expands with Bain Capital's Envestnet; and Security Benefit introduces TopRidge Bonus fixed-index annuity.

The asset manager and the country’s top retail annuity seller are working on a TDF that would include annuities and...