Adviser Product Partnerships
Morningstar Wealth expands U.S. Wealth Platform; OneDigital and Pontera announce partnership; and more.
Products & Services
Smart Retirement Launches PEP with Transamerica
The new pooled employer plan has gotten early interest from plan sponsors, according to Smart.
Investment Product and Service Launches
MassMutual announces fund investing in diverse-led businesses; Pacific Life offers variable universal life product; and more.
MetLife, Savi Launch Student Debt Management App for Public Sector Workers
Participants can use MetLife’s financial wellness platform to gauge eligibility for student loan forgiveness programs.
State Street, Annexus Retirement Solutions Release TDF With Retirement Income Annuity
Firms partner on “set-it-and-forget-it” retirement investment that includes a guaranteed income annuity.
Millennium Trust Will Add Auto-Portability to IRA Rollover This Year
The new functionality is intended to reduce retirement savings leakage and expand access to savings options.
Most Young Investors Lack Understanding of Robo-Adviser Technology
Human support remains key in assisting investors using robo-advice investment management, according to experts.
Retirement Advisers Say Long-Term Performance Most Important for Evaluating TDFs
Four out of five advisers said investment performance over at least three years is key in picking TDFs for plan...
Investment Product & Service Launches
FuturePlan/Ascensus and Voya launch employer-aggregated plan; Broadridge and Paychex partner on small 401(k) retirement plan solution; Savvy Wealth launches direct...
In-Plan Annuity Offerings Gain Steam With Recordkeepers
Recordkeeper incorporation of in-plan retirement income annuities is poised to progress in ’23, according to industry players.
Strategies for Advisers to Approach Financial Literacy With Younger Workers
In honor of National Financial Literacy Month, PLANADVISER spoke with experts on how advisers can customize goals to fit the...
Wilmington Trust Focused on CIT Education Push
Retirement services head Rob Barnett say advisers, plan sponsors and Congress all need a better understanding of the DC investment...
Voya Launches Advisory Services Solution
The new program includes online investment advice, as well as managed accounts.
Managed Accounts vs. TDFs: Is the MA Cost to Participants Worth It?
Advisers discuss the values of MAs vs. TDFs as Principal launches a dynamic QDIA that defaults participants into managed accounts.
Adviser Product Partnerships
Lion Street delivers 401(k) management platform with Pontera; Annexus Retirement Solutions partners with iJoin; Capitalize powers rollovers for Robinhood Retirement...
The PLANADVISER Interview: Colbert Narcisse, TIAA
The product and business development leader discusses the opportunities and challenges of in-plan retirement income annuities in DC plans.
Investment Product and Service Launches
Investably announces business valuation service; BM Advisers launches smallcase BM Nifty Top 20; First Trust Dynamic Europe Equity Income Fund...
Ascensus Ugift Program Exceeds $3 Billion in Contributions
The program to allow friends and family to contribute to a beneficiary’s account has seen gift total grow by 50%...
Investment Product and Service Launches
JPMorgan launches China active ETF; First Trust launches inflation sensitive ETF; Modern Capital announces the Modern Capital Tactical Opportunities Fund;...
2023 PLANADVISER Vision Awards
PLANADVISER announced winners of its Vision Awards, to be recognized at the 2023 PLANADVISER Industry Leader Awards celebration on May...