Products August 23rd, 2023 Pontera Adds RIA Summit Financial to 401(k) Management Platform Another financial investment advisory can now bring clients’ “held-away” retirement saving accounts under management.
Products August 21st, 2023 Capital Group Piloting Benartzi’s PensionPlus Retirement Income Manager The owner of American Funds adds PensionPlus to its TDF retirement series with goal of giving advisers a retirement paycheck...
Products August 16th, 2023 Millennium Trust to Rebrand as Inspira Financial The rebranding comes after acquisitions including the purchase of CVS’s Payflex, which brought more employer-based solutions to the trust and...
Products August 16th, 2023 Adviser Product Partnerships Asure taps Vestwell to offer clients 401(k) benefit; NFP hires Ascend for insurance billing platform; NAIC and U.S. Bancorp partner...
Products August 15th, 2023 Maine, Colorado to Partner On State-Sponsored Auto IRA Maine will join Colorado’s state-sponsored employer retirement plan to reduce costs for savers in both states.
Products August 15th, 2023 ADP, Morningstar Launch Managed Accounts for Small Business 401(k)s Payroll provider and investment manager cite goal of providing personalized retirement portfolio guidance to underserved small-employer market.
Products August 11th, 2023 The Standard Adds PEPs, Auto Step-Up Savings, Other Recordkeeper Services The retirement provider, which acquired Securian Financial’s $17 billion recordkeeping business last year, announced seven new features and products.
Products August 8th, 2023 TIAA’s Nuveen Launches TDF With Embedded Guaranteed Income Annuity The new series aims to bring 'pension-like' income options to participants, according to Nuveen's retirement investing head.
Products August 4th, 2023 Retirement Consulting Firm Freedom Fiduciaries Launches PEP The recently formed retirement plan advisory taps Empower as the recordkeeper for the pooled employer plan.
Products August 2nd, 2023 Paychex PEP Doubles in Past Year, Driven by Small Plan Startups The payroll and small 401(k) provider has signed 25,000 plans to its PEP.
Products August 2nd, 2023 Adviser Product Partnerships RIA Burney gives Goldman Advisor Solutions another win; LPL advisers now have access to PreciseFP client engagement tools; Cetera adds...
Products July 31st, 2023 Plan Sponsors Want More Automatic Retirement Features to Help Unengaged Participants A TIAA survey of 80 plan sponsors points to the need for plan sponsors, advisers and providers to provide a...
Products July 28th, 2023 Voya Brings Pooled Employer Plan Option to 403(b) Plans The firm calls its Secure Retirement 403(b) PEP the first to market, following a years-long push for PEPs in the...
Products July 26th, 2023 Prudential’s Three Pathways to In-Plan Retirement Income The head of Prudential’s retirement strategy division discusses the firm’s key focus areas for getting guaranteed income annuities into participants’...
Products July 25th, 2023 TIAA In-Plan Annuity Option Hits 250,000 Participants The in-plan retirement income marker coincides with another record quarter for retail annuities, according to a separate report from LIMRA.