Products

Nuveen collaborates with Morningstar to offer TIAA annuity; Savvy Wealth announces proprietary investment management program; Max Life launches Smart Wealth Annuity Guaranteed Pension Plan; and more.

The pooled employer plan is live from one of the country’s biggest PEP administrators alongside a leading TDF provider.

Fidelity takes 401(k)-to-annuity platform national; Prudential announces Fidelity-related SimplyIncome annuity solution; Betterment launches small business student loan 401(k) matching program; and more.

Speakers at the EBRI-Milken Institute 2024 Retirement Symposium discussed technology as an important tool to leverage when addressing issues of financial security and retirement readiness.

Morningstar, iCapital expand access to alts; Manulife announces longevity innovation challenge with World Economic Forum’s UpLink; Nassau Financial Group launches fixed-indexed annuity product.

Franklin Templeton, Valkyrie, WisdomTree launch bitcoin ETFs; Prism Benefits officially launches and more.

The new offering aims to build emergency savings, emergency credit and loan repayment assistance for vulnerable workers.

PGIM launches 2 buffer ETF series; Federated Hermes launches total return bond ETF; and SoFi offers 2% match on IRA contributions.

KKR Income Opportunities Fund Q3 2023 investor recorded webinar now available; Victory Capital adds VictoryShares Small Cap Free Cash Flow ETF; Alpha Blue Capital Management LP enters Active ETF...

Morgan Stanley at Work unveils technology enhancements; John Hancock Investment Management launches active international equity ETF; PGIM releases 4 active ETFs.

Equitable enhances flagship investment-only variable annuity; Vanguard expands ETF lineup; AllianceBernstein launches five active ETFs; and more.

Institutional Advisory debuts 401(k) pooled employer plan, with Transamerica Corp. the recordkeeper and Pentegra the pooled plan administrator.  

Vanguard expands ETF lineup with 2 active bond ETFs; Mutual of America Capital Management expands MoA Funds availability; DFPG Investments announces launch of Diversify Advisor Network; and more.

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

An average of three out of four plan sponsors plan to make a decision on in-plan annuity income solutions by the end of next year, per new research...

Employee Fiduciary launches 401(k) fees calculator; Businessolver enhances MyChoice accounts HSA investment platform; BenchMine launches latest retirement plan insights; and more.  

Franklin Templeton converts mutual fund into newly listed ETF; SCG Asset Management offers equity-linked note interval fund; Voyant introduces wellness solution.

The offering aims to help with setting up and managing a retirement plan.

Vanguard to expand municipal bond ETF lineup; Planswell expands free offering to retirees; John Hancock Investment Management expands ETF lineup; and more.

Centro API integration; MassMutual announces new fixed deferred annuity; American Trust Wealth launches mobile app, client portal; and more.