Products

TIAA revamps its plan sponsor administration platform; small business retirement plan provider Ubiquity teams with bookkeeping firm Bench Accounting; SEI launches direct indexing investment strategies; and more.

Vanguard has reallocated Oaktree’s advisement to two other current fund advisers.

Lincoln launches another in-plan retirement income product; Vontobel brings new actively managed mutual fund to US; and more. 

Morgan Stanley at Work launches new digital experience for benefits participants; Alight releases the latest version of its employee experience platform; Voya offers a new stable value solution;...

A longstanding collaboration leads to a defined contribution managed account with an annuity investing option for participants.

Milliman goes with Hueler’s annuity marketplace for participants; vWise offers AI-generated video creation for participants; Paychex PEP offering tops $1B in assets; and more.

TIAA launches AI platform to deliver lifetime income solutions and services; AllianceBernstein launches AB International Low Volatility Equity ETF; Pearl Diver Credit Co. Inc. launches initial public offering;...

Principal brings second annuity with guaranteed lifetime income to market to meet ‘record wave’ of retirees; Broadridge adds values-based investing tool for advisers; and T. Rowe Price launches...

OneAmerica Financial to offer nonqualified compensation plans; Netchex partners with Vestwell on 401(k) plan for small and midsize employers; Orion launches stand-alone trading solution, bundle for new advisers. 

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.