Products

Separately, another new PEP for all employers was announced by California Corporate Retirement Services.

Alight adds firms offering mental health, fertility support to partner network; BlackRock taps Vestmark for custom model portfolio partnership; and Altruist launches digital fixed-income trading for RIAs.

Vestwell, Commonwealth, FuturePlan partner to bring new pooled employer plan to market. 

FinFit partners with Sunny Day Fund to add emergency savings accounts; Equitable enhances flagship retirement solution for K-12 educators; Munich Re launches longevity reinsurance product for US and...

Milliman offers Candidly student loan certification solution; Capital Group launches active and passive TDF blend series; and more.

Vestwell adds TIAA in-plan guaranteed income offering; American Life launches new fixed-indexed annuity; nudge publishes free financial wellness guide for employers; and more.

AI Risk partners with Fynancial to bring AI to wealth management; YCharts announces holdings integration with Broadridge’s wealth aggregation platform; Moss Adams launches AI business services; and more.

The firm has launched features on its financial wellness platform to help participants with emergency expenses and planning for health care costs in retirement.

Custodia Financial introduces retirement loan protection service to protect against defaults; Prudential enhances its employee well-being solutions; and Lincoln Financial expands care services for beneficiaries.

The asset manager adds to the roster of large financial firms targeting the market for pension-like retirement savings in DC plans.

TIAA revamps its plan sponsor administration platform; small business retirement plan provider Ubiquity teams with bookkeeping firm Bench Accounting; SEI launches direct indexing investment strategies; and more.

Vanguard has reallocated Oaktree’s advisement to two other current fund advisers.

Lincoln launches another in-plan retirement income product; Vontobel brings new actively managed mutual fund to US; and more. 

Morgan Stanley at Work launches new digital experience for benefits participants; Alight releases the latest version of its employee experience platform; Voya offers a new stable value solution;...

A longstanding collaboration leads to a defined contribution managed account with an annuity investing option for participants.

Milliman goes with Hueler’s annuity marketplace for participants; vWise offers AI-generated video creation for participants; Paychex PEP offering tops $1B in assets; and more.

TIAA launches AI platform to deliver lifetime income solutions and services; AllianceBernstein launches AB International Low Volatility Equity ETF; Pearl Diver Credit Co. Inc. launches initial public offering;...

Principal brings second annuity with guaranteed lifetime income to market to meet ‘record wave’ of retirees; Broadridge adds values-based investing tool for advisers; and T. Rowe Price launches...

OneAmerica Financial to offer nonqualified compensation plans; Netchex partners with Vestwell on 401(k) plan for small and midsize employers; Orion launches stand-alone trading solution, bundle for new advisers. 

SageView collaborates with Transamerica to launch Integrity Pooled Solutions; MyVest and Income Discovery launch a retirement income platform; Avantis offers a new small cap equity fund; and more.