New AssetMark Program Educates Advisers About Succession Planning
The Ascent program offers tailored training and resources to help advisers plan for succession and ensure the continuity of their businesses.
Products & Services
John Hancock Retirement Announces Suite of Adviser-Centric Plan Solutions
The company is committed to being the ‘partner of choice’ for intermediaries, according to Wayne Park, John Hancock’s retirement CEO.
Edward Jones Launches Private Client Services for High-Net-Worth Clients
The company’s Generations program targets clients with at least $10 million in investable assets.
CFA Institute Renames Certificate in ESG Investing
According to the CFA Institute, the curriculum underpinning the certificate will continue to cover ‘the wide variety of factors within...
SSGA Scraps Gender Diversity Efforts
State Street Global Advisors joins BlackRock, which recently scrapped its ‘aspirational workforce representation goals’ and will no longer require hiring...
The Standard Touts $2 Billion Milestone in PEP Assets
The company entered the PEP market in August 2023 after its acquisition of Securian Financial’s retirement plan recordkeeping business.
TDFs With Annuity Options Set to Proliferate
2025 will likely see new entrants offering hybrid annuity TDFs, while existing players will announce more recordkeeper partnerships and asset...
Product & Service Launches – 1/9/25
Payroll Provider Green Leaf launches cannabis industry 401(k); Ibexis Life & Annuity announces new fixed-index annuity series; AllianzIM brings buffer...
Catching Up With PIMCO’s Personalized Target-Date Funds
The firm continues to pitch its myTDF, a personalized target-date-fund solution in market since 2023, as a way for plan...
How TDFs Are Evolving
Personalizing glide paths by drawing on data from recordkeepers may help lead to better participant outcomes.
Beyond TDFs
A look at some of the leading defined contribution investment solutions competing with target date funds.
Product & Service Launches – 12/19/24
Future Capital partners with AssuredPartners Investment Advisors; TPSU reports growth rates for retirement plan fiduciary training in 2024; Pacific Life launches registered index-linked annuity.
BlackRock Makes TDF With Annuity Option Its Plan QDIA
BlackRock plan participants will now be defaulted into its LifePath Paycheck, which offers an option to annuitize a portion of...
Product & Service Launches – 12/12/24
J.P. Morgan partners with CAIS to allow advisers access to alternative investments; Pontera partners with Independent Advisor Alliance; and AllianceBernstein...
Empower to Offer Income Products From Allianz, Putnam and TIAA
The country’s second-largest recordkeeper adds more annuity retirement income products, including its first on-platform fixed-index annuity.
DPL, Offering Commission-Free Annuities, Gets $23M in Funding
The investors include the venture arm of annuity seller and recordkeeper TIAA.
Transamerica Introduces 2 New Pooled Plans
One of the plans offers more control for the plan sponsor; the other is a traditional PEP structure.
Product & Service Launches – 11/21/24
AllianceBernstein launches direct indexing investment options; AssetMarket adds TIFIN AI capabilities for advisers; Oppenheimer partners with Pontera for client 401(k)...
Product & Service Launches – 11/14/24
Future Capital integrates its 401(k) platform with SS&C; Endeavor Retirement launches new resources for fiduciaries and participants; Voya enhances its...
Strategies for Navigating Retirement Income for Participants
At the PLANADVISER 360 conference, experts discussed strategies for balancing flexibility, cost and transparency.