Tag: T. Rowe Price

Equitable debuts TDF series and bitcoin-linked RILA; Transamerica offers caregiving support from Empathy; T. Rowe Price adds 3 active ETFs;...

Only 14% of survey respondents said they were still evaluating how they could use artificial intelligence, down from 44% in...

The firm also united its regional institutional business under a single national leader.

Michael Davis, who has led the strategist team since its founding in 2024, will retire on May 1.

The firms will offer new public-private investment products via TDFs, model portfolios and more.

Many workers do not understand the benefits of delaying their claim of Social Security benefits and ‘full retirement age.’

Plan sponsors can expect some policy changes and potential litigation reform in 2025, according to experts at T. Rowe Price.

T. Rowe Price’s five-part framework aims to support plan sponsors’ evaluations of retirement income products.

A lawsuit against the Pennsylvania-based company has alleged the plan’s recordkeeper fees were higher –than average and that the plan...

By collecting more personal data beyond just age, recordkeepers have an opportunity to offer personalized target-date funds.

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

Alerus names top retirement services officer; Newport bolsters NQDC unit; T. Rowe board chair Stromberg steps down; and more. 

Federated Hermes names national sales leader; CBIZ Investment Advisory announces president; Fidelity bolsters tax-exempt team; and more.

The firm established the new team to amplify its voice in public policy discussions about retirement, as well as advise...

Asset managers at Vanguard, BlackRock and T. Rowe Price express varying views on how equities and bonds should be allocated...

T. Rowe Price launches Capital Appreciation and Income Fund; Brighthouse Financial introduces suite of fixed-indexed annuities; ShareBuilder 401k waives setup...

BlackRock head of retirement named to IRI board; T. Rowe Price elects Donnelly as independent director; Global investment manager names...

Shareholders can approve a proposal to reclassify Hartford’s Growth Opportunities Fund as a non-diversified investment, according to a securities filing.

Despite consistent contributions, participants taking loans or hardship withdrawals are half as likely to use auto-increase plan feature, T. Rowe...

While American Funds experienced inflows several firms saw net outflows from their funds in the quarter, according to Simfund.