Products

Franklin Templeton converts mutual fund into newly listed ETF; SCG Asset Management offers equity-linked note interval fund; Voyant introduces wellness solution.

The offering aims to help with setting up and managing a retirement plan.

Vanguard to expand municipal bond ETF lineup; Planswell expands free offering to retirees; John Hancock Investment Management expands ETF lineup; and more.

Centro API integration; MassMutual announces new fixed deferred annuity; American Trust Wealth launches mobile app, client portal; and more.

The Standard to roll out intellicents PEP; USAA introduces fixed-indexed annuity; SoFi Invest announces 1% IRA match; and more.

The company announced this week it will offer emergency savings accounts in 2024.

PGIM enhances target-date funds; Pantheon announces new private credit secondaries fund; Morgan Stanley at Work launches charitable giving solution; and more.

Ascensus announces launch of American Funds PEP solution; Allspring Global Investments introduces custom SMA portal; Capital Group unveils adviser benchmark service; and more.

The plan provider aims to gain greater market share of retirement 401(k) plans and has debuted a starter product for plan sponsors made possible by SECURE 2.0 legislation.

Vanguard expand active fixed-income lineup; Brandywine announces suite of new investment strategies; RiXtrema launches AI tools for 401(k) plan; and more.

Hartford announces 1st private-equity-focused fund; Intention.ly launches Advisor Brand Builder; Lincoln Financial introduces LincSmart.

By providing Spanish translations and culturally relevant content, ICanRetire aims to help Hispanic participants save more for retirement.  

Envestnet enhances platform; NFP launches HR+; Betterment introduces Bitcoin/Ethereum portfolio.

Employers can offer one of the new lifestyle spending accounts starting October 1, with the rest to debut by the end of 2023.  

Human Interest launches Fast Track 401(k); AllianzIM introduces September buffered ETFs; Madison Investments unveils latest actively managed ETF Suite; and more.

The Think Income program will allow Stellantis participants to browse annuity products, compare insurance providers and use educational resources.

North American Company introduces Goldman Sachs index; Jackson enhances Perspective variable annuity benefit suite; Altruist launches multiple account bundling. 

Snappy Kraken introduces AI email builder; American Life & Security Corp. launch annuity product; Vanguard expands active lineup; and more.

The free retirement paycheck management tool will be offered to participants invested in American Fund retirement TDFs.

Spouting Rock Financial Partners debuted a new retirement-focused division.