Products

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. 

Fiduciary Exchange LLC announces the launch of FIDX; CAPTRUST selects CAIS to consolidate its alternative investment products; Vontobel launches an international equity fund.

Fourteen plan sponsors have already signed on to offer the guaranteed income product, which functions like a target-date fund, to their employees. 

inVesti launches HSA to complement retirement offerings; Durham to assist financial advisers with retirement income planning; Summit Financial bolsters private market investment platform amid demand.

Lincoln Financial Group introduces side-by-side pooled employer retirement solutions; Alger expands high-conviction growth equity lineup; Fidelity launches three actively managed liquid alternatives ETFs.

Despite net inflows to mutual funds in February, reversing the long-term trend of outflows is unlikely, according to analysts.

Voya adds bereavement, NQDC benefit services; Fidelity Investments bolsters financial education; BNY Mellon’s Pershing taps fintech provider to assist annuity process; and more. 

The retirement adviser is leaning into the small-plan market and startup plan creation.

Target-date-fund collective investment trusts continue to accumulate assets, finds Morningstar in its target-date strategy landscape report.  

ADP partners with Summer on SECURE 2.0 student loan retirement match; Voyant offers advisers retirement planning analysis for clients; Fidelity launches benefits program for multinational companies; and more.

Research from Cerulli Associates forecasts nearly 40% growth in the number of 401(k) plans by 2030, based on federal and state efforts. 

Defined Contribution Groups—DCGs—offer another option for sponsors seeking to simplify some administrative tasks.

TIAA Distributes Annuity to Empower DC plans; HSA Bank launches emergency savings accounts; Navia partnership launches custom 401(k) plans; and more.

Empower is working with asset managers and insurance companies to launch a new lineup of products to convert savings into retirement income.