Transamerica, Advo(k)ate Advisors Debut PEP
The pooled employer plan provides relationships with more than 125 payroll providers.
Products
Nuts and Bolts: Target-Date Funds With Embedded Guaranteed Income
Incorporating guaranteed income into this already popular product presents a cost-effective, ‘pension-like’ strategy.
CBIZ Debuts PEP for Mid-Market Businesses
The CBIZ Retirement Advantage Pooled Employer Plan includes 3(16) fiduciary services and 3(38) investment management.
Wellington, Vanguard, Blackstone ‘Alliance’ Eyes ‘Retirement-Specific’ Products
The three companies’ ‘strategic alliance’ launched on Wednesday its first funds to include private-market access.
Fiduciary Decisions Launches DCIO Benchmarking Suite
The platform provides investment-menu, fund and target-date-fund analysis for defined contribution investment only teams, asset managers and retirement plan advisers.
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.
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.
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.
Ascensus Rolls Out National Nonprofit 403(b) PEP
Newport will serve as the pooled employer plan provider and administrative fiduciary.
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.
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.
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...
Are Personalized TDFs the Future of QDIAs?
A recent 2026 PLANSPONSOR National Conference panel discussed how tailored investments could impact qualified default investment alternatives.
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.
Betterment Updates 401(k) Dashboard With AI-Powered Benchmarking
The updated platform offers customizable insights, payroll integration and built-in compliance for plan sponsors.
PGIM Launches Private Credit CIT for Defined Contribution Plans
The company said the investment vehicle is intended for use within professionally managed retirement solutions.
Sizing Up Retirement Income Options
Two evaluation frameworks from Equitable and IRIC and Manifest may help retirement plan participants weigh income offerings.
AI Product & Service Launches – 4/27/2026
Citi Wealth launches Citi Sky; BetaNXT debuts validation platform; and Hamachi.ai platform integrates fpPathfinder planning intelligence.
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.
Milliman Health Care ETFs Begin Trading
The funds are intended to guard retirement savers’ investments against rising health care costs.