Products

The tool can help retirement plan participants act to bolster their retirement readiness and financial goals.

New York Life Investments announces new brand for its private markets alternatives boutique; State Street Global Advisors launches ESG-focused ETF.

The service, powered by Morningstar Investment Management, will provide personalized investment advice to retirement plan participants through its user interfaces and network of integrated recordkeepers.

Annexus, SSGA create income-focused TDFs; AIG hands over management of certain assets to BlackRock; and Columbia Threadneedle Investments launches a semiconductor and technology ETF.

KraneShares introduces active global carbon transformation ETF; Dimensional lists four new international equity ETFs; Nasdaq Fund Network welcomes BlackRock’s Target Allocation ETF models; and more.

The product was launched through a recordkeeper, third-party administrator, and investment manager partnership.

Retirement income tools that can be integrated into TDFs provide a way for plan sponsors and advisers to help participants spend down their accumulated balances. 

The retirement plan solution for small and medium-sized plan sponsors is offered in partnership with Vestwell and Ubiquity Retirement + Savings.

New Nasdaq-100 index fund institutional share class launches, while Alerian S-Network expands its environmental, social and governance offering.

Ledger allows asset owners to view, update and reconcile data from multiple sources.

The lifesteps app collects participant data to provide a foundational financial plan for every participant.

Goldman Sachs announces investment-grade debt private placements capability; FTSE Russell Equity Indices adjusts treatment of Russia; Dimensional adds three new U.S. equity ETFs; and more.

It examines benefits across all four domains of total well-being: health, life, work and financial.

Aura’s solution to safeguard employees’ digital identities has been added to MetLife’s group benefits platform.

New product aims to expand accessibility for employers to provide retirement planning services

Along with launching its new Student Loan Management solution, the firm will give customers the opportunity to offer a college savings plan in the future.

Retirement Plan Advisors expands solutions to include adviser managed accounts; State Street Global Advisors announces high-yield debt ETF; Morningstar and Hueler offer integrated lifetime income service; and more.

The new eligibility tool will help individuals see an estimated forgiven loan balance, detail next steps for applying for forgiveness and provide information on how to increase further...

ISS ESG launches labels and standards solutions; Principal advances plan for first semi-transparent ETF offering; and Xtrackers by DWS launches ETF with exposure to high-yield corporate bonds.

The paper aims to provide defined contribution plan fiduciaries with a practical tutorial for choosing lifetime income investments.