Product & Service Launches – 4/25/24
BlackRock live with retirement income with annuity for plan sponsors; Nationwide adds dynamic feature to its retirement income offerings; CAPTRUST...
Products
Fidelity Launches Hub to Assist Advisers’ Organic Growth Strategies
The new platform is aimed at helping advisers acquire clients, build partnerships and scale their businesses.
Product & Service Launches – 4/11/24
Lincoln Financial Group introduces side-by-side pooled employer retirement solutions; Alger expands high-conviction growth equity lineup; Fidelity launches three actively managed...
Product Partnerships – 4/3/24
AdvisorEngine, Franklin Templeton unveil wealth management platform; Elements partners with XYPN to enhance financial planning; Luma Financial Technologies announces collaboration...
Product and Service Launches – 3/21/24
Nuveen distributes annuity to empower DC plans; Navia partnership launches custom 401(k) plans; Harford Funds expands ETFs; and more.
Product Partnerships – 3/19/24
Aspida and Flourish partner to distribute Aspida annuities; Capitalize to power rollovers for Ellevest clients; Orion and CAIS expand alternatives...
Product Partnerships – 3/6/24
Pontera and AdvisorEngine integration to streamline 401(k) management; Income Lab and PreciseFP announce new integration; Cetera and Wealth Access launch...
Product & Service Launches – 2/22/24
Voya launches new supplemental health benefit to help with out-of-pocket costs; LifeYield releases Annuity Income Layer; and NAGDCA offers enhanced...
Hub Launches Retirement Select PEP
The new PEP is designed for clients with fewer than 100 employees.
Product Partnerships – 2/21/24
Morningstar Wealth announces addition of SMAs; Orion expands access to Clark Capital’s Navigator Total Wealth Strategies; SUBSCRIBE adds T. Rowe...
EFE Sees Managed Account Assets Hit $210B
The managed account provider for 45% of the market also notes improved user engagement.
Product Partnerships – 2/7/24
Pacific Life annuity available on Fidelity participant platform; Steward Partners adds Pontera 401(k) management services; Elements partners on free client...
Vanguard Targets ‘Max Savers’ With New Financial Wellness Tool
The firm’s Retirement Savings Maximizer provides guidance toward additional tax-advantaged options if a saver is projected to hit the maximum...
PGIM Unveils Retirement Confidence Index
The RetireWell Confidence Index ranks worker responses on a scale of six confidence levels.
Product & Service Launches – 2/1/24
Nuveen collaborates with Morningstar to offer TIAA annuity; Savvy Wealth announces proprietary investment management program; Max Life launches Smart Wealth...
Ascensus, American Funds Launch Partnered PEP
Ascensus will administer the PEP with American Funds TDFs, leveraging both firms’ distribution networks with advisers and plan sponsors.
Managed Accounts: Past & Present
The more personalized investing options for retirement plans have been around for two decades. Will they finally take off?
Are Managed Accounts Good for Less Wealthy Retirees?
Industry experts discuss the benefits and disadvantages of managed accounts for those near or in retirement who may not be...
Managed Accounts, By the Numbers
PLANSPONSOR’s latest plan sponsor research reveals how managed accounts are being used—or not—on the ground.
3 Cs Give Many Plan Sponsors Pause on In-Plan Retirement Income
A Greenwald study finds plan sponsors often in favor of retirement income, but seeking solves for complexity, cost and choice.