Products

MassMutual announces fund investing in diverse-led businesses; Pacific Life offers variable universal life product; and more.

Participants can use MetLife’s financial wellness platform to gauge eligibility for student loan forgiveness programs.

Firms partner on “set-it-and-forget-it” retirement investment that includes a guaranteed income annuity.

The new functionality is intended to reduce retirement savings leakage and expand access to savings options. 

Human support remains key in assisting investors using robo-advice investment management, according to experts.

Four out of five advisers said investment performance over at least three years is key in picking TDFs for plan...

FuturePlan/Ascensus and Voya launch employer-aggregated plan; Broadridge and Paychex partner on small 401(k) retirement plan solution; Savvy Wealth launches direct...

Recordkeeper incorporation of in-plan retirement income annuities is poised to progress in ’23, according to industry players.

Retirement services head Rob Barnett say advisers, plan sponsors and Congress all need a better understanding of the DC investment...

The new program includes online investment advice, as well as managed accounts.

Advisers discuss the values of MAs vs. TDFs as Principal launches a dynamic QDIA that defaults participants into managed accounts.

Lion Street delivers 401(k) management platform with Pontera; Annexus Retirement Solutions partners with iJoin; Capitalize powers rollovers for Robinhood Retirement...

The product and business development leader discusses the opportunities and challenges of in-plan retirement income annuities in DC plans. 

Investably announces business valuation service; BM Advisers launches smallcase BM Nifty Top 20; First Trust Dynamic Europe Equity Income Fund...

The program to allow friends and family to contribute to a beneficiary’s account has seen gift total grow by 50%...

JPMorgan launches China active ETF; First Trust launches inflation sensitive ETF; Modern Capital announces the Modern Capital Tactical Opportunities Fund;...

PLANADVISER announced winners of its Vision Awards, to be recognized at the 2023 PLANADVISER Industry Leader Awards celebration on May...

Pacific Life and Templeton partner on lifetime income solutions; Transamerica, Cetera Financial Group debut group retirement plan solution; and UBS...

EP Wealth introduces diversity scholarship; Vanguard launches short-term tax-exempt bond ETF; Lincoln Financial Group enhances industry-leading MoneyGuard suite.

Services include combining, monitoring, and advising wealth across investments, including workplace retirement plans.