Voya Adds Non-Core Fund Investing to Adviser Managed Accounts
Advisers can include out-of-plan investment assets such CITs and alternative funds for 401(k) participant account holders.
Products & Services
Product & Service Launches – 5/30/24
MassMutual offers CAIS alternative investment platform to advisers; Pontera and Stifel help 401(k) participants pursue retirement goals; member-based financial planning...
Financial Wellness Moves From “Nice to Have” to Table Stakes
In the second installment of this quarter's PLANADVISER In-Depth, advisers discuss the crucial role financial wellness programs play both for...
Product & Service Launches – 5/16/24
Macquarie adds large-cap growth ETFs; Fiserv University rolls out learning and training tools for financial institutions; and Lincoln launches new...
Do Managed Accounts Need a Rebrand?
A Cerulli white paper finds participants in managed accounts are more confident in their finances than those not using them.
TDF Flows Bounce Back in Q1
The country’s top ten target date fund providers posted net inflows of $10.5 billion to start 2024, beating a lackluster...
Product & Service Launches – 5/9/24
AllianceBernstein expands plan options for retirement income portfolio; Goldman adds alternative asset lending program to independent advisers; Human Interest bolsters...
Stable Value Funds Amid High Interest Rates
Money markets may be attractive options in the short term, but stable value funds’ case may be poised to strengthen...
Alternative Reality
Alt investing in DC plans is still a dim possibility despite some solutions already in market, according to Cerulli.
Product & Service Launches – 4/18/24
Durham to assist financial advisers with retirement income planning; Summit Financial bolsters private market investment platform amid demand; inVesti launches...
PEP Pros and Cons
A panel of advisers and providers who use PEPs discuss the benefits and potential pitfalls for clients and advisory firms.
Partnering On In-Plan Advice
Recordkeeper Empower and two large RIA advisories discussed why they’re partnering on adviser-managed accounts geared toward plan participants of all asset levels.
LeafHouse, iJoin and ARS Launch Managed Account With Lifetime Income TDF
Automated, personalized advice will include State Street income builder target-date funds to incorporate lifetime income options.
Product & Service Launches – 4/4/24
Voya expands NQDC offering for smaller employers; Fidelity Investments bolsters financial education; IRALogix partners with Benartzi’s PensionPlus; and more.
DoorDash Pilots Portable Benefits Savings Program for Pennsylvania Dashers
The test program, which includes a retirement savings option, will run from April through September.
Alera Group Leaning Into Small Market, Startup Plan Creation
The retirement advisory announced enhancements to its PEP with the Standard, along with a small market partnership with Vestwell and...
Father of the 401(k) Is Planting a New Workplace Savings Idea
Ted Benna has designed a new tax-advantaged workplace incentive program in which workers automatically earn ‘grains of wheat’ that can...
Product & Service Launches – 3/28/24
Guardian Life adds new RILAs; Voyant offers advisers retirement planning analysis for clients; ADP partners with Summer on SECURE 2.0...
Empower to Launch Startup 401(k) Plan Solution
The recordkeeper announcement comes as Cerulli forecasts almost 1M plans will be created by 2030.
Merrill Advisers Offering BofA Clients Retirement Income Management
Bank of America’s Merrill division announced income-focused portfolios for retirees using tactics including “stable income” investing and recurring distributions.