WTW Launches Via Wealth Business for DC Plans
The firm is offering personalized advice and a marketplace of annuity products.
Products
Nuts & Bolts: Managed Accounts vs. Adviser-Managed Accounts
Not all managed accounts involve a financial adviser, but all managed accounts are designed to deliver personalized guidance beyond a...
SEI CITs Bring Carlyle’s Private Investments to Basic Capital
The defined contribution plans’ investments are available through SEI products.
Betterment to Offer Mega-Backdoor Roth Conversions to Solo 401(k)s
The platform will provide associated tax forms and track contributions against annual limits.
Aon Selects Vanguard as Next PEP Recordkeeper
Voya had been the $7 billion PEP’s recordkeeper since its inception in 2021.
Edward Jones to Release AI-Powered Plan Management Tool in 2027
The Retirement Management Center will include a prospecting tool and plan dashboard with integrated data.
Candidly Expands Employer-Sponsored Benefits Suite
Employees can now seek holistic guidance from an artificial intelligence assistant on retirement planning, employer stock plans and Trump Accounts.
BlackRock Releases Customizable TDF Framework
LifePath Solutions’ ‘pension-like’ features include plan and participant analysis and the choice to add public and private market investments.
Constitution Capital, Principal Launch CITs Including Private Market Assets
The collective investment trusts are intended for professionally managed products and services.
ASPPA Designs Qualified Pooled Plan Professional Credential
The qualification is designed to help providers whose roles include moving employers in and out of MEP and PEP arrangements.
CIT Adoption Ticks Up as Providers Focus on Transparency, Growth
Collective investment trusts are becoming a staple of defined contribution plans, driven by flexibility and lower costs.
Pontera Adds Nondiscretionary Retirement Advice Option to Infrastructure
The offering, set to launch in September, will allow advisers to provide investment recommendations that clients can review and implement...
Fixed-Income Asset Manager Acquired by T. Rowe Price
F/m Investments, with about $19 billion in assets under management, first offered dual-share-class exchange-traded funds in February.
OpenArc Introduces Independent Provider Search Consulting
The investment manager formed by a breakaway Merrill Lynch team offers to be a single fiduciary partner for retirement, compensation...
Ascensus Rebrands ‘Essentials’ 401(k) Small Business Plans
The recordkeeper is adding 3(16) administrative services and Vanguard funds to its existing 401(k) plan.
Human Interest Introduces AI-Powered Compliance Monitoring
Features include monthly projections, actionable guidance and customer credit if a compliance commitment is missed.
SEI, WTW Partner on Private Assets in CITs
WTW chose SEI’s investment vehicles to deliver retirement solutions that invest in both public and private assets.
401(k) Pioneer Tackles Hardship Withdrawals, Emergency Savings Through ‘Radish’
Ted Benna says the new employer-funded plan is designed to help workers cover short-term financial needs without tapping retirement savings.
The Standard Launches PEP for 403(b) Nonprofits
The provider has nearly $5 billion in pooled employer plan assets under management.
Transamerica, Advo(k)ate Advisors Debut PEP
The pooled employer plan provides relationships with more than 125 payroll providers.