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Product & Service Launches – 3/28/24
Guardian Life adds new RILAs; Voyant offers advisers retirement planning analysis for clients; ADP partners with Summer on SECURE 2.0...
Ascensus to Acquire Mutual of Omaha’s 401(k) Business
Retirement services provider will add $3.9B in assets after providing outsourced recordkeeping to retirement division for years.
Merrill Advisers Offering BofA Clients Retirement Income Management
Bank of America’s Merrill division announced income-focused portfolios for retirees using tactics including “stable income” investing and recurring distributions.