Products

The retirement adviser is leaning into the small-plan market and startup plan creation.

Target-date-fund collective investment trusts continue to accumulate assets, finds Morningstar in its target-date strategy landscape report.  

ADP partners with Summer on SECURE 2.0 student loan retirement match; Voyant offers advisers retirement planning analysis for clients; Fidelity launches benefits program for multinational companies; and more.

Research from Cerulli Associates forecasts nearly 40% growth in the number of 401(k) plans by 2030, based on federal and state efforts. 

Defined Contribution Groups—DCGs—offer another option for sponsors seeking to simplify some administrative tasks.

TIAA Distributes Annuity to Empower DC plans; HSA Bank launches emergency savings accounts; Navia partnership launches custom 401(k) plans; and more.

Empower is working with asset managers and insurance companies to launch a new lineup of products to convert savings into retirement income.

The Council for Economic Education offers lessons related to the annual NCAA basketball tournaments to help engage students on economics and personal finance.  

Nationwide, Morningstar team up on adviser-managed accounts; OneAmerica launches active TDF series of CITs; Cullen brings first income-generating ETF to NYSE; and more.

T. Rowe Price launches Social Security optimizer; IRI updates its retirement saving and income handbook; Just Futures launches ‘values-driven’ 401(k)s and 403(b)s; and more.

T. Rowe Price using Clearwater Analytics’ stable value investments; Robinhood kicks off gig workplace IRA offering with employers including Grubhub; The Hartford to offer Origin financial wellness program...

The retirement income solution functions like a target-date fund, embedding the option to annuitize a portion of a participant’s assets starting at age 55.

Michael Finke and Tamiko Toland announced the launch of IncomePath—a tool to help retirees visualize what they can spend in retirement, while factoring in investment risk, annuity options...

LifeYield releases Annuity Income Layer; NAGDCA offers enhanced SECURE 2.0 Resource; and Voya launches new supplemental health benefit to help with out-of-pocket costs; .

The new pooled offering is designed for companies with fewer than 100 employees.

Assets in RetirePlus jump to $30 billion from $10 billion in 24 months as demand grows for guaranteed lifetime income.

F&G Annuities & Life launches RILA; iCapital announces tool designed to build stronger portfolios; and CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool.

San Francisco-based Woodruff Sawyer enters the pooled employer plan market, seeking to attract startup plans through the firm’s private equity and venture capital resources.

Voya officially launches dual QDIA; MassMutual introduces first sub-advised municipal bond strategy and selects sub-adviser; SEI signs on as trustee to Pictet collective investment trusts; and more.   

The firm’s Retirement Savings Maximizer provides recommendations for how participants can save to the IRS 402(g) limit in their defined contribution plans and beyond.