Investment Product and Service Launches
Northern Trust partners with Two Sigma; Lockton and Morningstar team up to offer adviser managed accounts; and firms launch TDFs with guaranteed income.
DCALTA Publishes Framework for Implementation of Private Equity in DC Plans
DCALTA says its framework addresses the key implementation challenge identified by plan sponsors: operational aspects of daily valuation of private alternative assets that do not trade on an exchange.
Investment Product and Service Launches
MSCI to launch investment solutions with Microsoft, and Xtrackers by DWS launches ESG ETFs.
Prudential Expands Financial Wellness Offering to Include Caregiving Resources
The COVID-19 pandemic has added to the burden many caregivers bear.
Investment Product and Service Launches
Vanguard releases international bond index fund; Putnam Investments will launch active ETF strategies; and Alger expands CIT offerings.
iCapital, CAIA Association Partner on Education on Alternative Investments
The firms aim to teach advisers about alternatives so they can better diversify clients’ portfolios.
BPAS Creates Technical ‘Solutions Squad’
It will support both plan sponsors and service providers and work to fix complex issues.
Investment Product and Service Launches
Prudential Retirement launches digital managed advice platform; Northern Trust enters alliance with IHS Market; Broadridge Financial Solutions and Third Economy create ESG advisory service; and more.
Transamerica Offers Remote Online Notary Service
Participants can notarize important retirement plan documents without leaving their home.
Equitable Retirement Vision Platform Includes Fiduciary Support for Plan Sponsors
The retirement platform is also open architecture, offering a choice from more than 16,000 mutual funds and CITs.
Investment Product and Service Launches
Nationwide launches U.S. equity fund; Fidelity Investments lowers minimum for premium class of index funds; and Versor Investments builds new investor research center.
Ascensus Launches 529 Savings App
The firm says the app features a design driven by behavioral science and that it provides customized user experiences to drive better savings outcomes.
Investment Product and Service Launches
Russell Investments releases personalized managed accounts; Broadridge and Third Economy launch ESG advisory service; and SimCorp partners with Colmore on new data service.
Service Launches to Help Plan Advisers Evaluate PEPs, PPPs
PEP-RFP.com offers three levels of service, from access to a database about pooled plan providers and their pooled employer plans to a full request for proposals process.
Investment Products and Service Launches
Charles Schwab releases variable annuity options; Vanguard announces plans to launch ultra-short bond ETF; and Annexus Retirement Solutions releases Lifetime Income Builder.
Investment Product and Service Launches
Broadridge Financial Solutions collaborates with AI company; Franklin Templeton releases research hub; Morningstar launches market insights platform; and more.
Securian Financial, BenefitEd Partner on Education Benefits
The new offerings include employer-assisted student loan repayment and college savings.
Franklin Templeton Partners With Vestwell on Adviser Managed Account Platform
The solution allows plan sponsors to rethink their default option by choosing an investment model for each employee, rather than a single target-date series.
401(k) Plan Co. Launches PEP as Alternative to CalSavers
The firm says the new PEP features higher contribution limits relative to CalSavers.
Investment Product and Service Launches
Nuveen expands TDF solutions with new series; Avantis releases first bond ETF; Vanguard offers TRFs; and more.