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Aon has hit $2 billion in pooled employer plan assets, and advisers and providers see potential for continued PEP growth...

Luma Financial Technologies, RetireOne enhance RIA access; IFC, T. Rowe Price create 1st blue bond strategy; Alto, Farmland LP announce...

Employee Fiduciary launches 401(k) fees calculator; Businessolver enhances MyChoice accounts HSA investment platform; BenchMine launches latest retirement plan insights; and...

The retirement platform is geared toward wealth managers seeking a plan option and includes four options for providers of target-date...

With the announcement, Transamerica becomes the first recordkeeper to offer State Street’s TDF with an embedded annuity, while ADP adds...

Franklin Templeton converts mutual fund into newly listed ETF; SCG Asset Management offers equity-linked note interval fund; Voyant introduces wellness...

The asset manager’s CEO noted the importance of the TDF in retirement savings and a recent ETF-driven series designed for...

Pontera, Wealthspire expand 401(k) capabilities; Snappy Kraken marketing system now available for LPL Financial Advisors; Valley Bank partners with FusionIQ...

The managed accounts service will be powered by fintech IRALogix and is aimed at IRA holders without an adviser.

Vanguard to expand municipal bond ETF lineup; Planswell expands free offering to retirees; John Hancock Investment Management expands ETF lineup;...

Nation’s largest recordkeeper seeks to bring direct real estate investing to plan participants.

The low-cost investment vehicle has come to dominate retirement plan savings, but industry voices are calling for more personalization.

Centro API integration; MassMutual announces new fixed deferred annuity; American Trust Wealth launches mobile app, client portal; and more.

The education debt management platform expands with ‘more inclusive solution’ available as one of its SECURE 2.0-based retirement options.

Pontera and Kovack announce partnership; Russell Investments partners with Venerable; NewEdge Wealth adds iCapital to alternative investment platform; and more.    

Plan sponsors want personalized advice for participants, but many may need clearer guidance to implement managed accounts, according to new...

The TDFs will provide ETF access in a glide path as the firm targets 57M workers who lack 401(k) access. 

The Standard to roll out intellicents PEP; USAA introduces fixed-indexed annuity; SoFi Invest announces 1% IRA match; and more.

The offering is geared toward emerging- and middle-market plan sponsors; meanwhile, Fidelity announced resources for independent RIAs.

The wealth solutions sales head made the comments at a LeafHouse conference as the firm announced it was nearing $90B...