Products

The Retirement Advantage launches its Select 401(k) PEP, John Hancock Investment Management launches alternatives offering; Cetera Partners with TIFIN AG.

The news follows BlackRock’s announcement last week that its annuity-embedded TDF product has accumulated more than $16 billion in assets under management.

BlackRock’s LifePath Paycheck reaches a milestone; PSCA announces a retirement income education program; HSA Store launches a mobile app; and more.

The collaboration will allow for lifetime income strategies to be incorporated into managed accounts.

AllianzIM brings buffer allocation ETFs to market; Ibexis Life & Annuity announces new fixed-index annuity series; Payroll Provider Green Leaf launches cannabis industry 401(k).

GROUPIRA launches IRA rollovers with Microsoft Azure; PGIM adds 2 Buffer ETF series and laddered buffer ETF; Closed-end funds advised by Franklin Templeton announce retirement of directors.

Pacific Life launches registered index-linked annuity; Future Capital partners with AssuredPartners Investment Advisors; TPSU reports growth rates for retirement plan fiduciary training in 2024.

AllianceBernstein launches two active buffer ETFs; J.P. Morgan partners with CAIS to allow advisers access to alternative investments; and Pontera partners with Independent Advisor Alliance.

Fiduciary In A Box and Homa Health launch AI-powered ERISA contract review tool; Wespath debuts fossil-fuel-free funds for institutional investors; Payroll Integrations automates SECURE 2.0 compliance; and more.

Alera Group deploys TIFIN @Work’s AI-powered platform; Strive Makes Direct Indexing available on Fidelity and Schwab platforms; Vanguard launches 2 ETFs.

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.