Capital Group Enhances RecordkeeperDirect Platform
The company wants to be a “partner of choice” for retirement plan advisers working with small and mid-sized retirement plans.
Products & Services
Product and Service Launches – 6/27/25
Nationwide launches RetireAssist, Envestnet expands alts access; ETFs from Macquarie, WisdomTree, AllianceBernstein hit the market; and more.
Despite Fintech Advances, Users Remain Reluctant to Try New Products
A Nationwide survey also found that annuity sellers want a simplified suitability process and better digital tools for accepting and...
Voya Collaborates With Savi for Student Loan Debt Offerings
The company said it will offer many Savi guidance features at no charge to employers or their employees.
Adviser-Developed Participant Engagement Platform Goes Live
Retirement plan adviser Shane Hanson has opened his Viserly platform to all interested advisers.
Product and Service Launches – 6/13/25
Transamerica, SWBC launch pooled plan exchange; Prospera Financial Services and Idea Decanter announce strategic partnership; Datalign introduces an AI-powered geographic...
What’s Next for Managed Accounts?
Technological evolutions could help the personalized options become more efficient—and more popular.
Report Reveals Opportunities in CRM Adoption, Impact
Insightly’s 2025 report showed a gap between the potential of customer relationship management in the AI era and how teams...
Product and Service Launches – 6/6/25
TIFIN integrates with HUB for participation engagement; Income Lab launches Social Security tool; Fidelity introduces Managed Futures ETF; and more.
Franklin Templeton to Acquire Private Credit Manager Apera
Apera will join Franklin Templeton’s other private credit subsidiaries, which include New York-based Benefit Street Partners and London-based Alcentra, which...
Industry Access to Managed Account Platforms
Availability for participants is determined by recordkeeper partnerships
Pension Risk Transfer Cost Drops in April
Average costs of a competitively bid pension risk transfer declined to 101.1% of a plan’s accounting liabilities in April from...
Bringing Advice to the Masses
When offered, managed accounts can provide a full financial planning experience—from accumulation through retirement.
Product and Service Launches – 5/30/25
PensionBee launches SEP IRAs designed for gig workers; Vanguard adds four equity index funds to its Investor Choice program; Valmark...
Embracing AI to More Efficiently Process Retirement Plan Documents
Artificial intelligence seems to be everywhere, with seemingly endless applications. However, many in the retirement plan industry are still figuring...
Product and Service Launches – 5/23/25
NAPA launches 401(k) managed accounts certificate program; Vanguard expands tax-exempt ETF lineup; Cohen & Steers, IDR launch hybrid real estate...
Product and Service Launches – 5/16/25
Lincoln Financial launches an accumulation-focused life insurance product; Vontobel enters active ETF market; Parnassus Investments launches an international equity fund;...
Empower 401(k)s Will Get Access to Private Investments
Through relationships with several private investment fund managers and custodians, the recordkeeper will bring private investments to managed accounts in...
Product and Service Launches – 5/9/25
Vanguard debuts gen AI tool to enhance adviser-client communications; World Investment Advisors gets access to Pontera’s platform; Integrated Partners implements...
Product and Service Launches – 5/2/25
401Go expands its retirement offerings; Schwab Retirement Plan Services adds tools via Candidly; Edward Jones adds alternative investments to private...