Products

Oppenheimer partners with Pontera for client 401(k) management; SEI adds separately managed account options; AssetMarket adds TIFIN AI capabilities for advisers; and more.

Future Capital integrates its 401(k) platform with SS&C; LeafHouse announces launch of Alta Trust’s CIT; Endeavor Retirement debuts resources for fiduciaries and participants; and more.

Axos Clearing, Envestnet partner to deliver managed account solutions; Pontera offers access to Envestnet’s BillFin solution; Jackson increases access to RILA product through distribution partnership with JPMorganChase; and...

Principal launches TDFs with ARS in-plan annuity option; Capital Group, KKR debut public-private fixed-income funds; North American and AMS introduce annuity series; and more.

The longevity model is designed to enable plan sponsors and insurers to more accurately price and manage pension risk.

OneDigital launches new benefits platform; Transamerica managed advice available for contractors PEP; Gainbridge annuities available to RIAs via RetireOne; and more. 

Plan sponsors can provide access to the product outside of their plans, with Agilis taking on the bulk of the fiduciary duty of selecting the best insurance providers...

Diamond Hill launches Core Plus Bond Strategy; Rockefeller Asset Management expands active ETF lineup with small-mid-cap ETF, RSMC; PensionPro, Dynamis provide real-time data access to TPAs; and more.

The Standard, Family First partner to offer caregiving benefits; Corebridge Financial launches a registered index-linked annuity; and Arta Finance offers life insurance solutions with Prudential.

The asset manager and insurer have teams working on a product to compete among in-plan annuities.

Federated Hermes launches MDT mid cap growth CIT; PGIM partners with iJoin to expand access to PGIM RetireWell Managed Accounts; Security Benefit introduces TopRidge Bonus fixed-index annuity; and more.

Separately, another new PEP for all employers was announced by California Corporate Retirement Services.

Alight adds firms offering mental health, fertility support to partner network; BlackRock taps Vestmark for custom model portfolio partnership; and Altruist launches digital fixed-income trading for RIAs.

Vestwell, Commonwealth, FuturePlan partner to bring new pooled employer plan to market. 

FinFit partners with Sunny Day Fund to add emergency savings accounts; Equitable enhances flagship retirement solution for K-12 educators; Munich Re launches longevity reinsurance product for US and...

Milliman offers Candidly student loan certification solution; Capital Group launches active and passive TDF blend series; and more.

Vestwell adds TIAA in-plan guaranteed income offering; American Life launches new fixed-indexed annuity; nudge publishes free financial wellness guide for employers; and more.

AI Risk partners with Fynancial to bring AI to wealth management; YCharts announces holdings integration with Broadridge’s wealth aggregation platform; Moss Adams launches AI business services; and more.

The firm has launched features on its financial wellness platform to help participants with emergency expenses and planning for health care costs in retirement.

Custodia Financial introduces retirement loan protection service to protect against defaults; Prudential enhances its employee well-being solutions; and Lincoln Financial expands care services for beneficiaries.