Products & Services

The recordkeeper announcement comes as Cerulli forecasts almost 1M plans will be created by 2030.

Bank of America’s Merrill division announced income-focused portfolios for retirees using tactics including “stable income” investing and recurring distributions.

Cetera-affiliated advisers get Bitcion ETF policy guidance; Nationwide offering Morningstar AMAs; OneAmerica launches TDF series of CITs; and more.

The offering comes via partnership with Stadion Money Management and includes the option of an adviser-managed account setup.

Orion, DPL partner on annuities marketplace for advisers; Morgan Stanley launches private markets transaction desk; Just Futures announces 'values-driven' 401(k)...

Robinhood kicks off gig workplace IRA offering with employers including Grubhub; The Hartford to offer Origin financial wellness program to...

The fourth story in this PLANADVISER In-Depth series considers how the rise of CITs and passive options have changed retirement...

Assets jump on demand for guaranteed lifetime income; meanwhile, NAPA announces retirement income certificate program for advisers.

Founder Jason Lee, who started DailyPay, has $18 million in seed funding in under one year for a program to...

CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool; F&G Annuities & Life launches RILA; and iCapital...

A proliferation of retirement income annuity offerings has ARC consultants citing ‘cause to question’ language that requires assessing annuity offerings...

SEI signs on as trustee to Pictet collective investment trusts; Voya officially launches dual QDIA; and Standard Insurance Company bolsters...

The firm’s TPA Connect is designed to automate year-end Form 5500 compliance testing as a go-between for employers, payroll and...

Inspira Financial, formerly Millennium Trust, will be doing outreach to plan advisers with a more streamlined structure, executives say.

Prudential announces Fidelity-related SimplyIncome annuity solution; Betterment launches small business student loan 401(k) matching program; Corebridge brings multi-year guaranteed annuity...

Fiduciary Decisions explains its process for comparing personalized managed accounts to options such as target date funds.

Recordkeeper's CEO notes potential for managed accounts and other participant offerings to grow on Prudential retirement migration.

Advancements in managed accounts have driven down fees, complexities and poor user experiences to improve customized retirement savings, according to...

Ascensus announces launch of American Funds PEP solution; Allspring Global Investments introduces custom SMA portal; Capital Group unveils adviser benchmark...

The new program, Starter, will compete with state-backed IRA programs, according to Guideline’s COO.