Articles

In an exclusive interview, Vitera’s new CEO, Rebecca Tadikonda, explains the firm’s recent share class launch, market demand and re-branding.

Original article published October 28, 2024 by Beagan Wilcox Volz. Principal, a major player in the retirement industry, is set to launch a new target-date series with built-in guaranteed income in 2025. The new product will incorporate ARS’s “Lifetime Income Builder,” a group fixed indexed annuity with a guaranteed lifetime withdrawal benefit built into the…

Automated, personalized advice will include State Street income builder target-date funds to incorporate lifetime income options. by Alex Ortolani This article was originally posted by Plan Adviser. LeafHouse, iJoin, and Advantage Retirement Solutions have teamed up to offer a new managed account that features State Street’s target-date funds with a lifetime income component. The Automated…

This article was originally posted by the National Association of Plan Advisors. by Ted Godbout LeafHouse, iJoin, and ARS have announced a new partnership to deliver a technology-driven solution that provides a personalized savings and income experience for participants within a managed account offering. Named the Automated Personalized Portfolio™ (APP) program, LeafHouse will be the…

This article was originally posted by NAPA. Transamerica is adding the State Street GTC Retirement Income Builder (the Series) to its recordkeeping platform, joining State Street Global Advisors (SSGA), Global Trust Company (GTC) and ARS (previously Annexus Retirement Solutions) in offering a target date fund (TDF) with an embedded income solution.   According to the…

This article was originally posted by Plan Adviser. By Alex Ortolani With the announcement, Transamerica becomes the first recordkeeper to offer State Street’s TDF with an embedded annuity, while ADP adds Income Solutions from Hueler. Recordkeepers Transamerica Corp. and ADP Inc. both announced separate retirement income options with annuities that will now be available to…

By John Manganaro This article was originally published by Think Advisor. State Street Global Advisors grabbed investment industry headlines in April with the launch of a new series of retirement-focused funds developed alongside Global Trust Co. and Annexus Retirement Solutions. In revealing their collaboration, leaders at the firms said the target date fund series is…

By NAPA NET STAFF This article was originally published by NAPA. Retirement Income Annexus Retirement Solutions has joined forces with State Street Global Advisors—the world’s fourth largest asset manager—to develop a target date fund (TDF) with an embedded income solution for the defined contribution (DC) plan marketplace. This is the second target-date fund (TDF) income…

By Allison Bell This article was originally published by Think Advisor. State Street Global Advisors will be using a feature developed by Annexus to persuade employers to add lifetime income options to 401(k) plans. State Street is putting the Annexus Lifetime Income Builder annuitization program in a new target date fund aimed at 401(k) plan…