Products

The first offering from the collaboration is designed to fit within a participants’ existing large-cap equity allocation.

PlanSource launches AI-powered benefits assistant; StepStone launches total portfolio allocator; Schwab Asset Management launches international bond ETF; and more.

State Street provides 4 additional market sector ETFs; DeepVest launches PlanLab platform; Allianz Life offers death benefit rider for RILAs; and more.

JPMAM enhances Retirement Link platform; T. Rowe Price launches dynamic emerging markets bond ETF; and Alto IRA platform adds Forge Trust alts, accounts.

Edward Jones will release an AI-powered plan management tool next year and Sun Life rolls out Disability with Health Navigator.

The offering through Candidly’s artificial intelligence assistant expands the firm's employer-sponsored benefits suite beyond student debt and college planning products.

StoneTapert launches new benefits site; FINRA, NFA cross-link investor protection databases; Airrosti expands MSK care platform; and more.

Equitable debuts TDF series and bitcoin-linked RILA; Transamerica offers caregiving support from Empathy; T. Rowe Price adds 3 active ETFs; and more.

The new framework will provide sponsors with a framework to create a ‘pension-like,’ customized target-date fund.

According to the firms, the vehicles will support liquidity management, manager selection, portfolio construction and oversight.

PGIM launches 2 core equity ETFs, and BambooHR, Human Interest partner on embedded plan offering.

According to data from PLANSPONSOR, pooled employer plans held $34 billion in assets at the end of 2025.

A new tool advises plan participants on optimal payoff strategies and provides debt-to-income ‘health checks.’

PensionBee expands automatic rollovers through T. Rowe Price; Nationwide partners with Annexus, Capital Group for annuities strategy; Gravie launches hybrid benefit solution; and more.

Both firms introduced collective investment trusts designed to diversify exposure within professionally managed products and services.

Alight brings Spring Health into partner network, and TMX Group completes acquisition of RAFI Indices.

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.