Tag: Estate Planning

Products & Services

May 31st, 2024

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...

Data & Research

January 2nd, 2024

Infographics: Workers Prefer Financial Benefits to Lifestyle Perks

A survey by Morgan Stanley shows heartening results for plan advisers and sponsors.

Products

February 15th, 2023

Adviser Product Partnerships

Lincoln and BPAS partner on DB offering; UNest and Wealth combine kid investing and estate planning; Welton and iCapital team...

Events Spotlight

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Retirement Experts: A Better Way To Crack the Retirement Income Nut.

Guaranteed income sources can help retirees maximize Social Security benefits.

Sponsored by TIAA

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife