Product and Service Launches – 4/25/25

OneDigital to Implement Broadridge Retirement’s Suite of Solutions

Broadridge Financial Solutions announced that OneDigital Financial Services will implement Broadridge’s suite of retirement solutions into its national platform.

Through the implementation, OneDigital’s advisers will gain more time to focus on helping plan sponsors run their retirement plans, while the firm’s home office benefits from “robust compliance oversight” and business intelligence tools, according to the announcement.

OneDigital will implement Broadridge’s suite of solutions, including retirement data aggregation, business intelligence services, fiduciary focus toolkit, RFP director, fee benchmarker and enterprise proprietary fund scoring solutions.

Broadridge will also integrate with OneDigital’s existing capabilities, including allowing OneDigital to create custom fund scoring capabilities to deliver investment research to the firm’s advisers, as well as to deliver retirement plan data aggregation to support the business intelligence needs of management and compliance teams. 

Vanguard Introduces Fixed-Income Model Portfolios for Advisers

Vanguard announced it is bringing its fixed-income portfolio construction expertise to financial advisers through the launch of the firm’s first dynamic asset allocation fixed-income model portfolios.

Vanguard Fixed Income Risk Diversification and Vanguard Fixed Income Total Return join the firm’s lineup of model portfolios, providing financial advisers access to “broadly diversified, low-cost … Vanguard-managed solutions.”

The model portfolios aim to help advisers spend more time scaling their practice and deepening client relationships.

T. Rowe Price Launches Pension-Linked Emergency Savings Accounts

T. Rowe Price announced the launch of its in-plan emergency savings accounts for plan participants. This solution was made possible by the passage of the SECURE 2.0 Act of 2022, which allows non-highly-compensated employees to save up to $2,500 toward emergency expenses within their 401(k), 403(b) or governmental 457(b) if permitted by the plan.

Once participants reach the $2,500 limit, any additional contributions are automatically converted to non-ESA Roth contributions toward their retirement account.

ESAs are the latest addition to T. Rowe Price Retirement Plan Services’ suite of emergency savings solutions, including an out-of-plan savings app that allows employees the ability to save three to six months of expenses toward emergency savings. T. Rowe Price also supports emergency expense withdrawals, which allow employees to withdraw up to $1,000, penalty-free, from their retirement plan for emergency expenses.

Plan sponsor clients can adopt one or any combination of the optional solutions.

Income Lab Updates Integration With Schwab Advisor Services

Income Laboratory Inc., a retirement planning software creator, announced a new upgraded integration between Income Lab and Schwab Advisor Services. The new integration allows advisers using Income Lab to access their client information from Schwab Advisory Center via a new real-time API connection.

Advisers are now able to access client profiles and account details from within Income Lab to build retirement plans quickly and keep them up to date.

“At Income Lab, we are laser-focused on revolutionizing retirement and empowering advisers who carry out this mission every day,” said Johnny Poulsen, Income Lab’s co-founder and CEO, in a statement. “By making retirement planning faster and more efficient, we streamline advisers’ processes, giving them more time to serve more people.”

EmpiRx Health Launches Pharmacy Care Network

EmpiRx Health, a pharmacy benefits management company, announced the launch of AllyRx, a national pharmacy care network built specifically for pharmacy and grocery retailers.

AllyRx provides pharmacist-led PBM services and solutions to “help retailers improve their employees’ health outcome while reducing prescription drug costs.”

The new AllyRx network will leverage EmpiRx Health’s “pharmacist-centric” service model and artificial intelligence-powered technology platform to bring pharmacy care experience to the employees, patients and local partners of pharmacy and grocery chains, according to the announcement.