Products

The American Society of Pension Professionals and Actuaries designation is designed for plan administrators, recordkeepers and advisers.

CareScout introduces long-term care insurance; Guggenheim Investments debuts 2 ETFs; and Stash and Capitalize announce new rollover partnership.

CareScout launches workplace long-term care insurance offering; Crystal Capital adds private markets look-through and fund life cycle tools; and more.

SEI launches large-cap ETF; Orion adds fractional share trading for Schwab Advisers; my529 extends incentiFive savings incentive program; and more.

WTW will provide investment and operational due diligence, as well as research support, for assets used in SEI’s investment vehicles.

The Standard, with almost $5 billion in pooled employer plan assets under management, adds a niche offering.

MissionSquare activates Income America 5forLife; T. Rowe Price, Goldman Sachs debut private markets fund; Corebridge adds new capabilities to index annuities; and more.

The CBiz Retirement Advantage Pooled Employer Plan will utilize CBiz as both 3(16) and 3(38) managers.

Wellington, Vanguard, Blackstone ‘alliance’ eyes ‘retirement-specific’ products; MHW unveils healthcare solutions bundle; Teladoc offers personalized virtual care practice; and more.

Individuals can file disability adjudication forms, track their claims and access proffer letters securely online.

SEI launches actively managed factor allocation ETF; Voya expands SinglepointAI Partnership; and T. Rowe Price launches actively managed crypto ETF.

Mariner, Cariloop provide family care, healthcare support; and Alight, BNY offer support for retirement plan administration, investing.

Insurer becomes the latest large corporate employer to add the comparison platform.

Ascensus adds Roth options to SIMPLE IRA plans; MissionSquare to offer debit cards for health savings accounts; and more.

Arpio Inc. will provide independent investment fiduciary oversight.

Betterment expands workplace benefits, Fidelity adds Trump Account rollovers, and more. 

Clearwater Analytics launches fund analytics; StepStone, PitchBook release deal-level benchmarking tool; FuturePlan by Ascensus, Voya launch PATH PEP.

PGIM expands ETF lineup; Schwab Asset Management cuts fees on 4 ETFs; and more.

The products are scheduled to be available to plan sponsors on Fidelity’s recordkeeping platform in early 2027.

Run by state treasurers, the program is intended to help plan sponsors and recordkeepers remedy payments that have been made, but not cashed.