Products

The Council for Economic Education offers lessons related to the annual NCAA basketball tournaments to help engage students on economics and personal finance.  

Nationwide, Morningstar team up on adviser-managed accounts; OneAmerica launches active TDF series of CITs; Cullen brings first income-generating ETF to NYSE; and more.

T. Rowe Price launches Social Security optimizer; IRI updates its retirement saving and income handbook; Just Futures launches ‘values-driven’ 401(k)s and 403(b)s; and more.

T. Rowe Price using Clearwater Analytics’ stable value investments; Robinhood kicks off gig workplace IRA offering with employers including Grubhub; The Hartford to offer Origin financial wellness program...

The retirement income solution functions like a target-date fund, embedding the option to annuitize a portion of a participant’s assets starting at age 55.

Michael Finke and Tamiko Toland announced the launch of IncomePath—a tool to help retirees visualize what they can spend in retirement, while factoring in investment risk, annuity options...

LifeYield releases Annuity Income Layer; NAGDCA offers enhanced SECURE 2.0 Resource; and Voya launches new supplemental health benefit to help with out-of-pocket costs; .

The new pooled offering is designed for companies with fewer than 100 employees.

Assets in RetirePlus jump to $30 billion from $10 billion in 24 months as demand grows for guaranteed lifetime income.

F&G Annuities & Life launches RILA; iCapital announces tool designed to build stronger portfolios; and CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool.

San Francisco-based Woodruff Sawyer enters the pooled employer plan market, seeking to attract startup plans through the firm’s private equity and venture capital resources.

Voya officially launches dual QDIA; MassMutual introduces first sub-advised municipal bond strategy and selects sub-adviser; SEI signs on as trustee to Pictet collective investment trusts; and more.   

The firm’s Retirement Savings Maximizer provides recommendations for how participants can save to the IRS 402(g) limit in their defined contribution plans and beyond.

Nuveen collaborates with Morningstar to offer TIAA annuity; Savvy Wealth announces proprietary investment management program; Max Life launches Smart Wealth Annuity Guaranteed Pension Plan; and more.

The pooled employer plan is live from one of the country’s biggest PEP administrators alongside a leading TDF provider.

Fidelity takes 401(k)-to-annuity platform national; Prudential announces Fidelity-related SimplyIncome annuity solution; Betterment launches small business student loan 401(k) matching program; and more.

Speakers at the EBRI-Milken Institute 2024 Retirement Symposium discussed technology as an important tool to leverage when addressing issues of financial security and retirement readiness.

Morningstar, iCapital expand access to alts; Manulife announces longevity innovation challenge with World Economic Forum’s UpLink; Nassau Financial Group launches fixed-indexed annuity product.

Franklin Templeton, Valkyrie, WisdomTree launch bitcoin ETFs; Prism Benefits officially launches and more.

The new offering aims to build emergency savings, emergency credit and loan repayment assistance for vulnerable workers.