Products

The firm now offers private market investments within its Personalized Portfolio program for 401(k) sponsors.

SS&C Technologies allows rollovers to PensionBee IRAs; T. Rowe Price launches withdraw strategy tool; Talcott Financial Group launches fixed-annuity products; and more.

The firm previously joined with several other alternative investment managers after announcing its intention to offer the investments in retirement plans last May.

Vestwell creates hub for ABLE accounts; American Life expands solutions into Alaska and Washington; and an upgraded Medigap searches association directory launches.

Health-E Commerce forms new telehealth collaboration with SmileSet; AllianceBernstein launches AB US Equity ETF; Man Group expands US wealth offering with 2 new ETFs; and more. 

Magnifact introduces real-time annuity tracking at Revol One; Cohen & Steers launches 2 new ETFs; and Guardian Life adds 2 new crediting strategies to index-linked annuity.

Franklin Templeton launches XRP ETF; Fidelity introduces Roth 401(k) for small businesses; Capital Group, KKR develop offerings to broaden access to private markets; and more.

Nestimate launches TDF evaluation platform; Morningstar allows Microsoft AI tools access to data; Milliman builds ETFs to meet rising health care costs; and more.

WealthFeed and Proofpoint launch prospecting workflow; Betterment debuts commission-free self-directed investing for retail investors; and more. 

HSA Store updates ExpenseTracker app and Benegames launches MaxHSA.

Vestmark offers Capital Group model portfolios; Vanguard launches 2 fixed-income model portfolios; Envestnet launches manager models from Franklin Templeton and BlackRock; and more.

Rebecca Tadikonda shares how the firm’s new institutional share class brings a retirement income option to larger plans.

Plan sponsors can now offer participants two MetLife annuities through Alight’s Worklife platform.

Experts discussed fiduciary, design and communication strategies for integrating the insurance products into retirement offerings. 

Aberdeen expands its active ETF lineup; ISS Solutions unveils real asset climate solutions for investors; PlanPort increases its support for defined benefit plans; and more.

Clients will also gain access to a digital third-party administrator, and a digital financial wellness platform.

‘We’re at a perfect time to continue to see this market evolve and grow,” said Keith Golembiewski, head of annuity research at LIMRA, during the livestream session. 

Nationwide introduces CareMatters Annuity; and AB expands lifetime income platform with fixed-annuity allocation.

The subscription service aims to assist retirement plan fiduciaries with choosing the retirement income options that best fit their participants’ needs. 

Bernstein, Nationwide, Transamerica and Fiducient Advisors launch PEPs; State Street launches Treasury bill ETF.