Products Archives | Page 14 of 486

Benefits | July 3rd, 2023

AI Has Potential to Improve Plan Design, Expand Retirement Plan Access

Users may not be able to rely on artificial intelligence for financial advice yet, but technological developments are already making plan sponsors more efficient.

Benefits | July 3rd, 2023

Equity in Plan Design Starts With Understanding Demographics, Expanding Eligibility

To provide broader and more equitable access to retirement savings for all participants, plan sponsors should consider auto features, new SECURE 2.0 provisions, and tracking demographics to make...

Products | June 29th, 2023

Investment Product and Service Launches

FundFront introduces white label alternative investment platform; Wealth.com unveils AI legal assistant; Schwab to launch the Schwab High Yield Bond ETF.

Investing | June 29th, 2023

Fidelity to Convert More Than $13B of Mutual Funds to ETFs

The Fidelity small cap enhanced index fund was included in nearly 100 defined contribution plans, according to Form 5500 filings.

Administration | June 28th, 2023

PSNC 2023: Addressing In-Plan Annuity Reluctance

Employers are reluctant to incorporate annuities in-plan because they don’t feel the best options have come to market yet.

Products | June 28th, 2023

Vestwell Announces Expansion of MEP and PEP Solutions

In response to SECURE 2.0 permitting more flexibility for multiple and pooled employer plans, Vestwell is expanding its offerings for 401(k) plans.

Deals and People | June 26th, 2023

Voya Financial Chief Client Officer Exits

The recordkeeper is navigating the loss of its’ client-facing distribution division’s leader.

Products | June 22nd, 2023

Investment Product and Service Launches

Betterment launches tax-smart transitions features; Broadridge secures patent; Vanguard announces cash distributions.

Products | June 15th, 2023

Investment Product and Service Launches

Aptus Capital Advisors Launches New Enhanced Yield ETF; MetLife and Lyra Health Expand Workplace Mental Health Access; Alight Expands Global Employee Benefits Solution.

Deals and People | June 13th, 2023

TIAA Creates Lifetime Income Distribution Position

TIAA promoted internally to a new position, reporting to the head of consultant relations, according to a June 13 memo.

Products | June 8th, 2023

Investment Product and Service Launches

Principal debuts registered index-linked annuity solution; Jackson enhances RILA suite; Prudential Advisors introduces fee-based annuities; and more.

Products | June 1st, 2023

Investment Product and Service Launches

Orion client portal connects with Redtail CRM; Thrivent adds new Multi-Year Guarantee Annuity; VIU by Hub launches mobile app and enhanced digital wallet; and more.

Products | May 25th, 2023

Investment Product and Service Launches

Choreo launches Choreo Partner Alliance; Gainbridge announces upcoming B2B insurance-as-a-service platform; New York Life introduces new suite of term life products; and more.

Products | May 18th, 2023

Investment Product and Service Launches

John Hancock Retirement launches dynamic default investment feature; Tata AIA upgrades Life Fortune Guarantee Pension; Putnam Investments launches emerging markets ex-China ETF; and more.

Products | May 11th, 2023

Investment Product and Service Launches

Savvy Ladies expands free financial helpline; GreenHill launches performance reporting solution; AI chatbot Mo debuts on Morningstar platforms; and more.

Products | May 9th, 2023

New Firm Seeks to Advise Plan Sponsors on How to Incorporate Annuities

The fiduciary consultant is offering consulting and education for plan sponsors and participants on integrating annuities into 401(k) plans.

Products | May 4th, 2023

Investment Product and Service Launches

Allianz Life enhances Allianz Index Advantage+ Variable Annuities; Brighthouse Financial improves Shield Level Annuities Product Suite.

Data and Research | May 3rd, 2023

Annuities Hit All-Time Quarterly Record

LIMRA reports that retail annuities are booming, even as new research from PGIM shows that 34% of plan sponsors are considering adding them in retirement plans.

Products | April 27th, 2023

Investment Product and Service Launches

Nationwide adds in-plan guarantee for managed accounts; Alto announces capital-raising platform to tap IRA Funds; and more.

Administration | April 21st, 2023

HSA Conference: Flexible Tax Advantages Abound

Experts point out the many similarities between HSA contributions and 401(k) plan contributions at the PLANSPONSOR conference.