Products

F&G Annuities & Life launches RILA; iCapital announces tool designed to build stronger portfolios; and CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool.

San Francisco-based Woodruff Sawyer enters the pooled employer plan market, seeking to attract startup plans through the firm’s private equity and venture capital resources.

Voya officially launches dual QDIA; MassMutual introduces first sub-advised municipal bond strategy and selects sub-adviser; SEI signs on as trustee to Pictet collective investment trusts; and more.   

The firm’s Retirement Savings Maximizer provides recommendations for how participants can save to the IRS 402(g) limit in their defined contribution plans and beyond.

Nuveen collaborates with Morningstar to offer TIAA annuity; Savvy Wealth announces proprietary investment management program; Max Life launches Smart Wealth Annuity Guaranteed Pension Plan; and more.

The pooled employer plan is live from one of the country’s biggest PEP administrators alongside a leading TDF provider.

Fidelity takes 401(k)-to-annuity platform national; Prudential announces Fidelity-related SimplyIncome annuity solution; Betterment launches small business student loan 401(k) matching program; and more.

Speakers at the EBRI-Milken Institute 2024 Retirement Symposium discussed technology as an important tool to leverage when addressing issues of financial security and retirement readiness.

Morningstar, iCapital expand access to alts; Manulife announces longevity innovation challenge with World Economic Forum’s UpLink; Nassau Financial Group launches fixed-indexed annuity product.

Franklin Templeton, Valkyrie, WisdomTree launch bitcoin ETFs; Prism Benefits officially launches and more.

The new offering aims to build emergency savings, emergency credit and loan repayment assistance for vulnerable workers.

PGIM launches 2 buffer ETF series; Federated Hermes launches total return bond ETF; and SoFi offers 2% match on IRA contributions.

KKR Income Opportunities Fund Q3 2023 investor recorded webinar now available; Victory Capital adds VictoryShares Small Cap Free Cash Flow ETF; Alpha Blue Capital Management LP enters Active ETF...

Morgan Stanley at Work unveils technology enhancements; John Hancock Investment Management launches active international equity ETF; PGIM releases 4 active ETFs.

Equitable enhances flagship investment-only variable annuity; Vanguard expands ETF lineup; AllianceBernstein launches five active ETFs; and more.

Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.  

Vanguard expands ETF lineup with 2 active bond ETFs; Mutual of America Capital Management expands MoA Funds availability; DFPG Investments announces launch of Diversify Advisor Network; and more.

T. Rowe Price launches Capital Appreciation and Income Fund; Brighthouse Financial introduces suite of fixed-indexed annuities; ShareBuilder 401k waives setup costs.

An average of three out of four plan sponsors plan to make a decision on in-plan annuity income solutions by the end of next year, per new research...

Employee Fiduciary launches 401(k) fees calculator; Businessolver enhances MyChoice accounts HSA investment platform; BenchMine launches latest retirement plan insights; and more.