Products

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.

State Street Global Advisors launches IncomeWise solution; BlackRock expands active ETF platform with 2 ETFs; Vanguard reopens actively managed funds to all investors; and more.

T. Rowe Price’s five-part framework aims to support plan sponsors’ evaluations of retirement income products.

ShareBuilder waives 401(k) setup fee; Voya launches access to SecureSave; Equitable expands Endowment Solutions Platform; and more.

Mercer offers private market investing access to individual cilents; Vanguard shifts an investment advisory firm on its Explorer Value Fund; Vestwell, J.P. Morgan offer partnered small plan 401(k)...

T. Rowe Price partners with Ascensus to support its 529 business; Pontera and Stifel help 401(k) participants pursue retirement goals; MassMutual offers CAIS alternative investment platform to advisers.

Ameritas launches pooled employer plan for nonprofit organizations; Stash announced new workplace benefit StashWorks; Flex Benefits introduces insurance solution; and more.

Lincoln launches new annuity linked to Capital Group ETFs; Macquarie adds large-cap growth ETFs; and Fiserv University rolls out learning and training tools for financial institutions.

Empower providing retirement plan administration to Arizona city; TruStage enhances annuity; Confluence Technologies announces analytics partnership; and more.  

Plan sponsors can access the AllianceBernstein Secure Income Portfolio.

Pacific Life enhances suite of annuities; TIAA and Nuveen lifetime income default target-date offerings approach $35 Billion; Cetera launches active ETF research select list; and more. 

Fiduciary Exchange LLC announces the launch of FIDX; CAPTRUST selects CAIS to consolidate its alternative investment products; Vontobel launches an international equity fund.

Fourteen plan sponsors have already signed on to offer the guaranteed income product, which functions like a target-date fund, to their employees. 

inVesti launches HSA to complement retirement offerings; Durham to assist financial advisers with retirement income planning; Summit Financial bolsters private market investment platform amid demand.

Lincoln Financial Group introduces side-by-side pooled employer retirement solutions; Alger expands high-conviction growth equity lineup; Fidelity launches three actively managed liquid alternatives ETFs.

Despite net inflows to mutual funds in February, reversing the long-term trend of outflows is unlikely, according to analysts.

Voya adds bereavement, NQDC benefit services; Fidelity Investments bolsters financial education; BNY Mellon’s Pershing taps fintech provider to assist annuity process; and more. 

The retirement adviser is leaning into the small-plan market and startup plan creation.

Target-date-fund collective investment trusts continue to accumulate assets, finds Morningstar in its target-date strategy landscape report.  

ADP partners with Summer on SECURE 2.0 student loan retirement match; Voyant offers advisers retirement planning analysis for clients; Fidelity launches benefits program for multinational companies; and more.