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...
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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.
Fidelity Goes National With 401(k)-to-Income Annuity Offering
Fidelity’s Guaranteed Income Direct gives participants the option of converting some or all of their retirement savings into a monthly...
Product & Service Launches – 1/18/24
Morningstar, iCapital expand access to alts; Manulife announces longevity innovation challenge with World Economic Forum’s UpLink; Nassau Financial Group launches...
TIAA Partners With Hip-Hop Star Wyclef Jean on Track to Spotlight Retirement Gap
All funds from ‘Paper Right’ will go to charity FGI, focused on providing financial literacy to underserved students.
Product & Service Launches – 1/11/24
UAW Members at GM, Stellantis to gain access to Hueler lifetime income solutions; Franklin Templeton, Valkyrie, WisdomTree launch bitcoin ETFs;...
Product Partnerships – 1/10/24
NIPA, WIPN enhance professional development, networking opportunities; FusionIQ announces partnership with Kinecta Federal Credit Union; Ameritas and Ethos launch Index...
Product & Services Launches – 1/4/23
PGIM launches 2 buffer ETF series; Federated Hermes launches total return bond ETF; and SoFi offers 2% match on IRA...
TIFIN, Franklin Templeton Launch Financial Wellness Solution
Artificial intelligence-powered TIFIN @Work offers advice to help employees improve financial outcomes.
Product & Service Launches – 12/28/23
Victory Capital adds VictoryShares Small Cap Free Cash Flow ETF; Alpha Blue Capital Management LP enters Active ETF Space; KKR Income...
Product & Service Launches – 12/21/23
Morgan Stanley at Work unveils technology enhancements; John Hancock Investment Management launches active international equity ETF; PGIM releases 4 active...
Product Partnerships – 12/20/23
Transamerica selected as recordkeeper for Gallagher’s 401(k) choice pooled solutions; Prospera unveils enhanced tech stack; BPAS partners with SS&C automatic...
KeyBank Advisory Division Launches PEP
Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.
Product & Service Launches – 12/14/23
Equitable enhances flagship investment-only variable annuity; Vanguard expands ETF lineup; AllianceBernstein launches five active ETFs; and more.
Delaware Expands Auto-IRA Program, Joins Colorado Consortium
Administered by Vestwell, the program will expand retirement savings access to Delaware’s private sector workers and is fee-free for employers.
Product & Service Launches – 12/7/23
Vanguard expands ETF lineup with 2 active bond ETFs; Mutual of America Capital Management expands MoA Funds availability; DFPG Investments...
Voya Launches Financial, Health Dashboard
The data-driven personalization of the experience is intended to add to Voya’s employee wellness offerings.
Product & Service Launches – 11/30/23
T. Rowe Price launches Capital Appreciation and Income Fund; Brighthouse Financial introduces suite of fixed-indexed annuities; ShareBuilder 401k waives setup...
The State of PEPs and What to Expect in 2024
Aon has hit $2 billion in pooled employer plan assets, and advisers and providers see potential for continued PEP growth...