Products February 1st, 2024 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.
Products October 5th, 2023 Investment Product and Services Launches Ascensus announces launch of American Funds PEP solution; Allspring Global Investments introduces custom SMA portal; Capital Group unveils adviser benchmark...
Products September 18th, 2023 Capital Group Bolsters Employee Engagement Program to Better Reach Hispanic Participants Enhanced ICanRetire, available to some Capital Group and American Funds participants, provides Spanish translations and culturally relevant content.
Products August 21st, 2023 Capital Group Piloting Benartzi’s PensionPlus Retirement Income Manager The owner of American Funds adds PensionPlus to its TDF retirement series with goal of giving advisers a retirement paycheck...
Products July 18th, 2023 Capital Group Partners With Financial Finesse to Reach Large Plan Sponsor Market An initial program targeting the midsize plan sponsor market saw 38% participant engagement.
Data & Research May 3rd, 2023 Small Business Owners More Likely to Phone a Friend, Not an Adviser When asked whose counsel they would seek before setting up an employee retirement plan, small business owners prioritized family, friends...
Data & Research March 29th, 2023 Capital Group: Now is Optimal Time to Sell Retirement Plans An increasing number of businesses will be starting retirement plans in the wake of the Secure 2.0 Act and state...
Deals & People January 26th, 2023 Capital Group Names New CEO as Part of Leadership Changes CEO Tim Armour will be replaced by Mike Gitlin in a wide-sweeping change at the top of one of the...