Products July 8th, 2026 Prudential Adopts Hueler Income Solutions for 401(k) Plan Participants can select income features and turn a portion of their retirement savings into an annuity contract.
Products July 7th, 2026 Voya Adds Private Market Access to Managed Accounts Registered investment advisers have gained access to new investments such as Voya’s V-ALT collective investment trusts.
Products June 29th, 2026 Vanguard Taps T. Rowe Price to Advise 3 Equity Funds T. Rowe Price will replace ArrowMark Colorado Holdings as an adviser of two of the funds.
Products June 29th, 2026 Ascensus Rolls Out National Nonprofit 403(b) PEP Newport will serve as the pooled employer plan provider and administrative fiduciary.
Products June 15th, 2026 Edward Jones Adds T. Rowe Price to Retirement Partnership Suite The financial services firm is also expanding its partnership with J.P. Morgan Asset Management to include full-service recordkeeping.
Products June 10th, 2026 Fidelity Adds Guaranteed Income-Embedded CITs to Target-Date Lineup The suite will include optional allocations to lifetime income through Nationwide and New York Life.
Products June 8th, 2026 State-Level Missing Check Clearinghouse Launches The States’ Unclaimed Retirement Clearing House allows plan sponsors and recordkeepers to transfer uncashed distribution checks to a plan’s state...
Products June 4th, 2026 Are Personalized TDFs the Future of QDIAs? A recent 2026 PLANSPONSOR National Conference panel discussed how tailored investments could impact qualified default investment alternatives.
Products June 2nd, 2026 Transamerica, T. Rowe Price, TIAA Launch Guaranteed Lifetime Income Product IncomeSelect embeds guaranteed lifetime income within T. Rowe Price target-date funds offered through a collective investment trust.
Products May 20th, 2026 Betterment Updates 401(k) Dashboard With AI-Powered Benchmarking The updated platform offers customizable insights, payroll integration and built-in compliance for plan sponsors.
Products May 14th, 2026 PGIM Launches Private Credit CIT for Defined Contribution Plans The company said the investment vehicle is intended for use within professionally managed retirement solutions.
Products May 13th, 2026 Sizing Up Retirement Income Options Two evaluation frameworks from Equitable and IRIC and Manifest may help retirement plan participants weigh income offerings.
Products April 27th, 2026 AI Product & Service Launches – 4/27/2026 Citi Wealth launches Citi Sky; BetaNXT debuts validation platform; and Hamachi.ai platform integrates fpPathfinder planning intelligence.
Products April 22nd, 2026 SPARK, IRIC Create Evaluation Framework for DC Retirement Income Products The resource is intended to educate plan sponsors, advisers, consultants and fiduciaries about available options.
Products April 21st, 2026 Milliman Health Care ETFs Begin Trading The funds are intended to guard retirement savers’ investments against rising health care costs.
Products April 20th, 2026 Nuveen Provides Access to Nestimate’s TDF Evaluation Tool Plan fiduciaries can evaluate retirement plan investment menus, including target-date funds with embedded guaranteed income solutions.
Products April 17th, 2026 LeafHouse, GTC Collaborate on CIT Platform The artificial-intelligence-powered system is designed to consolidate the many documents needed to run collective investment trusts.
Products April 16th, 2026 Ascensus Uses PlanPort AI Platform For Document Review The AI-powered platform has since been adopted by stakeholders supporting 401(k), 403(b), 457(b) and defined benefit plans.
Products April 14th, 2026 John Hancock, MIT Age Lab Release Longevity Assessment Tool A survey found users scored 60 out of 100 on an assessment of their preparedness for retirement’s financial, physical and...
Products April 9th, 2026 Equitable Offers 403(b) PEP, Betterment Expands Solo 401(k)s The new pooled employer plan is intended for nonprofits creating new retirement plans or looking to transition from a provider...