Products Archives | Page 5 of 478

Products | August 3rd, 2023

Investment Product and Service Launches

Alight enhances work benefits platform; Midland updates fixed indexed annuities geared toward retirement income; Allianz launches buffered ETFs to guard against investment risk.

Products | July 27th, 2023

Investment Product and Service Launches

Schwab Retirement partners with Newport, Conduent to expand DB, NQDC offerings; Franklin Templeton adds fixed-income ETF; PGIM launches new ETFs; and more.

Products | July 25th, 2023

TIAA Touts In-Plan Annuity Growth Even as Retail Sales Hits New Record

Retirement income needs, compared to high interest rates, are driving annuity growth in 2023.

Products | July 20th, 2023

Investment Service and Product Launches

MassMutual and Nationwide announce buffered annuities; Touchstone launches ETF focused on securitized income.

Products | July 13th, 2023

Investment Product and Service Launches

Schwab introduces tools for workers with student loan debt; CapIntel launches proposal builder for SEC Marketing Rule compliance; Penny Finance adds automated money insight.

Benefits | July 6th, 2023

Pace of New PEP Filings Slowing

Observers expect consolidation as market matures and some slowing due to IRS clarification that expanded the scope of PEPs requiring audits.

Products | July 6th, 2023

Investment Product and Service Launches

BlackRock Debuts First Buffer ETFs; SMArtX Adds 15 Investment Strategies; Fidelity Refiles Spot Bitcoin ETF Application.

Benefits | July 3rd, 2023

The Retirement Income ‘Low-Hanging Fruit’ Option Open to Plan Sponsors

Plan sponsors and their retirement industry providers can take steps toward facilitating greater coordination and use of systematic withdrawals by plan participants.

Benefits | July 3rd, 2023

AI Has Potential to Improve Plan Design, Expand Retirement Plan Access

Users may not be able to rely on artificial intelligence for financial advice yet, but technological developments are already making plan sponsors more efficient.

Benefits | July 3rd, 2023

Equity in Plan Design Starts With Understanding Demographics, Expanding Eligibility

To provide broader and more equitable access to retirement savings for all participants, plan sponsors should consider auto features, new SECURE 2.0 provisions, and tracking demographics to make...

Products | June 29th, 2023

Investment Product and Service Launches

FundFront introduces white label alternative investment platform; Wealth.com unveils AI legal assistant; Schwab to launch the Schwab High Yield Bond ETF.

Investing | June 29th, 2023

Fidelity to Convert More Than $13B of Mutual Funds to ETFs

The Fidelity small cap enhanced index fund was included in nearly 100 defined contribution plans, according to Form 5500 filings.

Administration | June 28th, 2023

PSNC 2023: Addressing In-Plan Annuity Reluctance

Employers are reluctant to incorporate annuities in-plan because they don’t feel the best options have come to market yet.

Products | June 28th, 2023

Vestwell Announces Expansion of MEP and PEP Solutions

In response to SECURE 2.0 permitting more flexibility for multiple and pooled employer plans, Vestwell is expanding its offerings for 401(k) plans.

Deals and People | June 26th, 2023

Voya Financial Chief Client Officer Exits

The recordkeeper is navigating the loss of its’ client-facing distribution division’s leader.

Products | June 22nd, 2023

Investment Product and Service Launches

Betterment launches tax-smart transitions features; Broadridge secures patent; Vanguard announces cash distributions.

Products | June 15th, 2023

Investment Product and Service Launches

Aptus Capital Advisors Launches New Enhanced Yield ETF; MetLife and Lyra Health Expand Workplace Mental Health Access; Alight Expands Global Employee Benefits Solution.

Deals and People | June 13th, 2023

TIAA Creates Lifetime Income Distribution Position

TIAA promoted internally to a new position, reporting to the head of consultant relations, according to a June 13 memo.

Products | June 8th, 2023

Investment Product and Service Launches

Principal debuts registered index-linked annuity solution; Jackson enhances RILA suite; Prudential Advisors introduces fee-based annuities; and more.

Products | June 1st, 2023

Investment Product and Service Launches

Orion client portal connects with Redtail CRM; Thrivent adds new Multi-Year Guarantee Annuity; VIU by Hub launches mobile app and enhanced digital wallet; and more.