DPL, Offering Commission-Free Annuities, Gets $23M in Funding
The investors include the venture arm of annuity seller and recordkeeper TIAA.
Products & Services
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.
Setting the Record Straight on CIT Governance, Regulation
Jeb Bowlus of Great Gray Trust makes the case that CITs are well-regulated and confer retirement investor protections not present...
2070 TDFs Are Here for Youngest Workers
New vintages are available at many large asset managers, giving workers who consider themselves about 45 years from retirement the...
LeafHouse Expands Personalized Retirement Portfolios in Partnership With BlackRock
The Automated Personalized Portfolio program from LeafHouse will integrate BlackRock’s glide path investment strategy with iJoin’s participant platform.
Product & Service Launches – 10/24/24
Morgan Stanley fund lands $2B in capital commitments; Transamerica managed advice available for contractors PEP; OneDigital launches new benefits platform;...
Stable Value Players Meet Amid Recovering Market, Decumulation Push
At SVIA’s conference in Washington D.C. this week, participants considered what lower interest rates mean for the defined contribution investment...
Why Falling Interest Rates May Help Stable Value’s Play
A stable value proponent explains why the ‘rate of change’ of interest rates is as important as the changes themselves...
Product & Service Launches – 10/10/24
Arta Finance offers life insurance solutions with Prudential; Corebridge Financial launches a registered index-linked annuity; and The Standard, Family First...
Product & Service Launches – 10/3/24
Ascensus re-ups with Financial Finesse; Franklin Templeton expands with Bain Capital's Envestnet; and Security Benefit introduces TopRidge Bonus fixed-index annuity.
Apollo, Athene Targeting DC In-Plan Annuity Market
The asset manager and the country’s top retail annuity seller are working on a TDF that would include annuities and...
TDFs: Set, But Not Forgotten
TDFs may be ‘set it and forget it’ investment vehicles, but they continue to evolve to meet plan sponsor needs...
CIT Growth Continues With Adviser Backing
As more plan sponsors turn to collective investment trusts to reduce costs, industry experts see both opportunities and challenges.
PGIM, iJoin Partner on Managed Account Distribution
PGIM’s managed account solution will soon be an option on iJoin-enabled recordkeeping platforms.
Federated Hermes Announces 1st Equity CIT
The qualified plan investment is focused on U.S. mid-cap growth companies.
Product & Service Launches – 9/26/24
Altruist launches digital fixed-income trading for RIAs; BlackRock taps Vestmark for custom model portfolio partnership; and Alight adds firms offering...
Product & Service Launches – 9/12/24
Milliman offers Candidly student loan certification solution; WTW launches flexible benefits service; Arete Wealth and Luma partner on structure products...