Tag: Investment Products

Principal brings second annuity with guaranteed lifetime income to market to meet ‘record wave’ of retirees; Broadridge adds values-based investing...

OneAmerica Financial to offer nonqualified compensation plans; Netchex partners with Vestwell on 401(k) plan for small and midsize employers; Orion...

SageView collaborates with Transamerica to launch Integrity Pooled Solutions; MyVest and Income Discovery launch a retirement income platform; Avantis offers...

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

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;...

T. Rowe Price partners with Ascensus to support its 529 business; Pontera and Stifel help 401(k) participants pursue retirement goals;...

Ameritas launches pooled employer plan for nonprofit organizations; Stash announced new workplace benefit StashWorks; Flex Benefits introduces insurance solution; and...

Empower providing retirement plan administration to Arizona city; TruStage enhances annuity; Confluence Technologies announces analytics partnership; and more.  

Plan sponsors can access the AllianceBernstein Secure Income Portfolio.

Pacific Life enhances suite of annuities; TIAA and Nuveen lifetime income default target-date offerings approach $35 Billion; Cetera launches active...

Fiduciary Exchange LLC announces the launch of FIDX; CAPTRUST selects CAIS to consolidate its alternative investment products; Vontobel launches an...

Connecticut-based energy company Avangrid is among the first plan sponsors to implement BlackRock’s LifePath Paycheck.

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

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

T. Rowe Price using Clearwater Analytics’ stable value investments; Robinhood kicks off gig workplace IRA offering with employers including Grubhub;...

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

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

Nuveen collaborates with Morningstar to offer TIAA annuity; Savvy Wealth announces proprietary investment management program; Max Life launches Smart Wealth...