Products

Vestwell adds TIAA in-plan guaranteed income offering; American Life launches new fixed-indexed annuity; nudge publishes free financial wellness guide for employers; and more.

AI Risk partners with Fynancial to bring AI to wealth management; YCharts announces holdings integration with Broadridge’s wealth aggregation platform; Moss Adams launches AI business services; and more.

The firm has launched features on its financial wellness platform to help participants with emergency expenses and planning for health care costs in retirement.

Custodia Financial introduces retirement loan protection service to protect against defaults; Prudential enhances its employee well-being solutions; and Lincoln Financial expands care services for beneficiaries.

The asset manager adds to the roster of large financial firms targeting the market for pension-like retirement savings in DC plans.

TIAA revamps its plan sponsor administration platform; small business retirement plan provider Ubiquity teams with bookkeeping firm Bench Accounting; SEI launches direct indexing investment strategies; and more.

Vanguard has reallocated Oaktree’s advisement to two other current fund advisers.

Lincoln launches another in-plan retirement income product; Vontobel brings new actively managed mutual fund to US; and more. 

Morgan Stanley at Work launches new digital experience for benefits participants; Alight releases the latest version of its employee experience platform; Voya offers a new stable value solution;...

A longstanding collaboration leads to a defined contribution managed account with an annuity investing option for participants.

Milliman goes with Hueler’s annuity marketplace for participants; vWise offers AI-generated video creation for participants; Paychex PEP offering tops $1B in assets; and more.

TIAA launches AI platform to deliver lifetime income solutions and services; AllianceBernstein launches AB International Low Volatility Equity ETF; Pearl Diver Credit Co. Inc. launches initial public offering;...

Principal brings second annuity with guaranteed lifetime income to market to meet ‘record wave’ of retirees; Broadridge adds values-based investing tool for advisers; and T. Rowe Price launches...

OneAmerica Financial to offer nonqualified compensation plans; Netchex partners with Vestwell on 401(k) plan for small and midsize employers; Orion launches stand-alone trading solution, bundle for new advisers. 

SageView collaborates with Transamerica to launch Integrity Pooled Solutions; MyVest and Income Discovery launch a retirement income platform; Avantis offers a new small cap equity fund; and more.

State Street Global Advisors launches IncomeWise solution; BlackRock expands active ETF platform with 2 ETFs; Vanguard reopens actively managed funds to all investors; and more.

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

ShareBuilder waives 401(k) setup fee; Voya launches access to SecureSave; Equitable expands Endowment Solutions Platform; and more.

Mercer offers private market investing access to individual cilents; Vanguard shifts an investment advisory firm on its Explorer Value Fund; Vestwell, J.P. Morgan offer partnered small plan 401(k)...

T. Rowe Price partners with Ascensus to support its 529 business; Pontera and Stifel help 401(k) participants pursue retirement goals; MassMutual offers CAIS alternative investment platform to advisers.