Products |
Investment Service and Product Launches
MassMutual and Nationwide announce buffered annuities; Touchstone launches ETF focused on securitized income.
Products
Products |
Investment Product and Service Launches
Schwab introduces tools for workers with student loan debt; CapIntel launches proposal builder for SEC Marketing Rule compliance; Penny Finance adds automated money insight.
Benefits |
Pace of New PEP Filings Slowing
Observers expect consolidation as market matures and some slowing due to IRS clarification that expanded the scope of PEPs requiring audits.
Products |
Investment Product and Service Launches
BlackRock Debuts First Buffer ETFs; SMArtX Adds 15 Investment Strategies; Fidelity Refiles Spot Bitcoin ETF Application.
Benefits |
The Retirement Income ‘Low-Hanging Fruit’ Option Open to Plan Sponsors
Plan sponsors and their retirement industry providers can take steps toward facilitating greater coordination and use of systematic withdrawals by plan participants.
Benefits |
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 |
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 |
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.
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.
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 |
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.
Voya Financial Chief Client Officer Exits
The recordkeeper is navigating the loss of its’ client-facing distribution division’s leader.
Products |
Investment Product and Service Launches
Betterment launches tax-smart transitions features; Broadridge secures patent; Vanguard announces cash distributions.
Products |
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.
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 |
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 |
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 |
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 |
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 |
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.