Product & Services Launches

Equitable Launches 403(b) PEP

Equitable Holdings Inc. launched a 403(b) pooled employer plan aimed at helping nonprofit organizations offer retirement benefits to employees. The plan, part of the Equitable Retirement Access suite, is designed to reduce administrative burdens and costs for nonprofits, many of which lack resources to manage retirement plans. 

The 403(b) PEP will be available through the Equitable Retirement Vision platform, with PlanConnect LLC as recordkeeper and MAP Retirement as the pooled plan provider and administrator. SWBC Retirement Plan Services will serve as the investment fiduciary.

This expansion follows Equitable’s 2025 introduction of a 401(k) PEP for small- and midsize businesses.

Betterment Announces Solo 401(k) Offering

Betterment Advisor Solutions debuted a solo 401(k) offering for national wealth management partners, allowing large adviser networks such as Hub and Osaic to provide digital retirement solutions to self-employed clients.

The new solution aims to simplify administration for advisers and offers a paperless, fully digital platform with no setup fees.

This move addresses the growing demand for scalable retirement plan options among the self-employed, enabling advisers to manage solo 401(k) plans within their existing workflows.

Scripta, RxUtility to Enhance Prescription Pricing Transparency 

Scripta Insights Inc. and RxUtility have partnered to improve prescription pricing transparency and decisionmaking.

Under the agreement, Scripta will integrate RxUtility’s drug pricing intelligence into its Rx Navigation platform, expanding visibility into copay assistance and cash pay options for employers, members and prescribers.

The integration aims to provide a more complete view of real-world pricing options, supporting accurate and informed recommendations.

NFP Launches Digital Platform for Insurance Clients

NFP, an Aon company, launched NFP Connect for Insurance Company-Owned Life Insurance, expanding its digital administration platform for insurance clients. The new platform centralizes the management and oversight of ICOLI programs, offering secure, streamlined access to policy and investment data, according to the announcement.

NFP Connect aims to improve security, transparency and decisionmaking for carriers using ICOLI as part of their executive benefits and asset allocation strategies. It extends NFP’s integrated executive benefits platform, which already supports bank-owned life insurance and nonqualified benefit plan administration.

Zephyr Expands Custodial Data Aggregation for Advisers

Zephyr, an Informa Ltd. company, announced Wednesday an integration with the data aggregation technology provider ByAllAccounts to enhance custodial data aggregation for advisers.

The integration allows advisers to use Zephyr’s asset and wealth management software to access enriched client asset data across multiple accounts and institutions, streamlining operations and improving financial planning.

ByAllAccounts, which was acquired by Pello Companies LLC from Morningstar on Thursday, uses its data aggregation capabilities to reduce administrative workload and provide client insights, aiming to support more efficient and personalized adviser services.