Product & Service Launches 7/17/25
Meeder launches artificial intelligence education program for advisers; Cetera unveils an AI-driven growth suite; Pontera, Snowden Lane Partners announce integration...
Products
Aon Introduces Health Pricing Tool Amid Rising Costs, Heightened Fiduciary Risks
The product offers insights from public health care pricing data to assist plan sponsors with managing rising costs and reducing...
Product and Service Launches – 3/21/25
PensionBee adds Roth, traditional contribution capabilities; SMArtX Advisory Solutions adds 5 strategies; October Three expands retirement plan; and more.
Product and Service Launches – 3/13/25
Apollo, Athene and Motive Partners purchase a guaranteed income provider; Capital Group launches 8 model ETF portfolios; Lane42 Investment Partners...
TIAA Expands Annuity Availability to Its IRAs
New enrollees in a TIAA IRA can now select among TIAA's annuities, including the TIAA Traditional and CREF variable annuities.
Product and Service Launches – 3/6/25
SEI launches an alternative investment product marketplace; Madison Investments launches CITs with SEI; and Zeplyn offers new workflow capabilities for...
Product and Service Launches – 2/27/25
Apollo, State Street private-debt to release new ETF; Betterment Adviser Solutions launches solo 401(k)s; LPL Financial selects SS&C to support...
Product & Service Launches – 2/20/25
Alera Group expands its wealth management and retirement plan solutions; Berwyn Group launches a death audit solution; J.P. Morgan launches...
Product and Service Launches – 2/13/25
Zocks partners with Carson Group to accelerate client intelligence; Vestwell unveils emergency savings account offering; Antares launches private credit fund;...
Product and Service Launches – 2/6/25
PensionBee and SS&C offer safe harbor IRA; Future Capital and Axos Clearing facilitate 401(k) management for wealth clients; East Coast...
Empower Expands Benefits Services With Consumer Directed Health Care Offering
The CDH product suite is being offered through a partnership with Alegeus Technologies LLC.
Product and Service Launches – 1/29/25
Pontera, Orion announce new integration; PEO Partners, AlphaQuest launch actively managed ETF; Sycamore introduces surveillance platform for broker/dealers.
Equitable Introduces 401(k) PEP
The 401(k) pooled employer plan is available through the Equitable Retirement Vision platform.
IRI, Cannex Introduce Baseline Values Tool for Annuities
The solution is intended to improve financial planning by integrating annuity options more directly into the modeling process.
The Retirement Advantage Announces New 401(k) PEP
TRA partners with Empower, Envestnet and FiduciaryxChange on its pooled employer plan offering.
Product and Service Launches – 1/23/25
Capital Group expands access to ICanRetire for small businesses; John Hancock Investment Management launches alternatives offering; Cetera Partners, TIFIN AG...
TIAA and Nuveen’s Target-Date Annuity Strategies Reach 1 Million Accounts
The news comes after BlackRock's announcement last week that its annuity-integrated TDF product has surpassed $16 billion in assets under...
Product & Service Launches – 1/16/25
BlackRock’s LifePath Paycheck reaches a milestone; HSA Store launches a mobile app; Green Leaf Launches 401(k) Solution; and more.
Prudential, Dimensional Fund Advisors, FIDx Announce Product Partnership
The collaboration will allow for protected lifetime income strategies to be added to managed accounts via the FIDx Insurance Overlay...
John Hancock Retirement Announces Partnership With Vestwell
Vestwell will power FutureStep by John Hancock, an open-architecture retirement plan offering.