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...
Products & Services
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...
Empower Launches Zero Fee Index Fund For Retirement Plans
The company says the fund will offer retirement plan participants higher growth potential by removing management fees.
Nevada Joins Interstate Auto-IRA Consortium
The consortium, led by Colorado Treasury and administered by Vestwell, now includes five states—Colorado, Delaware, Maine, Nevada and Vermont.
Moody’s and MSCI Partner for Private Credit Risk Modelling Tool
The solution integrates MSCI private capital data with Moody’s EDF-X credit risk modelling tool.
Product and Service Launches – 4/25/25
OneDigital implements Broadridge’s suite of solutions; Vanguard introduces fixed-income model portfolios for advisers; T. Rowe Price launches pension-linked emergency savings accounts;...
Human Interest Launches Platform to Streamline 401(k) Management
The company says the launch comes after 50,000 hours in product and engineering over the last year in direct consultation...
Comparing Insured and Non-Insured Payout Options
A recent issue brief from the American Academy of Actuaries examines the insured and non-insured options currently available that can...
Product and Service Launches – 4/17/25
OneDigital enhances benefits capabilities with BoliColi acquisition; IRALOGIX launches a retirement preparedness benchmark; Mercer Advisors expands its family office services;...
Product and Service Launches – 4/10/25
Yieldstreet to launch automated private markets investing solution; Fidelity adds two fixed income ETFs; Lazard Asset Management introduces three active ETFs...
Understanding and Evaluating Retirement Income Solutions
With retirement income products increasing in popularity, plan fiduciaries must select appropriate options to offer to workers from a growing...
Chime Introduces Financial Wellness Suite
The Chime Workplace platform allows employees to build emergency savings through a high-yield savings account, as well as build credit...
Envestnet Announces Model Portfolios, Direct Indexing Offerings
The company intends both offerings, in partnerships with BlackRock and State Street Global Advisors, to help advisers expand offerings.
Broadridge Introduces Global Digital Assets Solutions
The company created its Digital Asset Solutions to support the growing demand for disclosure and governance solutions for cryptocurrency and...
Cetera Introduces Emergency Planning and Communications Kit for Advisers
The company’s E-PACK kit offers templates for disaster preparedness and business continuity to help financial professionals safeguard their practices and...
Product and Service Launches – 4/4/25
Voya expands TDF solutions with CIT blend series; SMArtX launches BlackRock's Advisor Center on platform; CAIS introduces alternative investments models...