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…
The new managed account brings personalization and lifetime income to the masses This article was originally posted by PR Newswire. LeafHouse, iJoin, and ARS are excited to announce a new partnership to deliver personalized advice that features the State Street GTC Retirement Income Builder Series (Series) target date funds within a managed account offering. 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…
This article was originally posted by PR Newswire. The recordkeeping powerhouse joins a consortium of industry leaders to deliver lifetime income through innovative target date series SCOTTSDALE, Ariz, November 9, 2023 – ARS (previously Annexus Retirement Solutions) announced today that Transamerica is adding the State Street GTC Retirement Income Builder (the Series) to its recordkeeping…
This article was originally published by PR Newswire. SCOTTSDALE, Ariz., July 12, 2023 – Annexus Retirement Solutions (ARS) has been named a finalist in the Wealth Management Industry Award category: In-plan Retirement Income – Product or Service, for its lifetime income solution, Lifetime Income Builder, along with its proprietary middleware solution, the Annexus Retirement Data Exchange (ARDX). These…
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…
This article was originally posted by PR Newswire. This innovative, low-cost solution is helping redefine how the industry delivers in-plan income SCOTTSDALE, AZ April 19, 2023 – Global Trust Company (GTC), along with State Street Global Advisors the world’s fourth largest asset manager1, and Annexus Retirement Solutions, a designer of institutional lifetime income products, announce…
By Brian Anderson This article was originally published by 401(k) Specialist. State Street Global Advisors is launching a new target date series that lets 401(k) participants convert their retirement nest eggs into a steady stream of retirement income via an annuity. Global Trust Company (GTC), along with State Street and Annexus Retirement Solutions, a designer…
By Alex Ortolani This article was originally published by Plan Sponsor. State Street Global Advisors has partnered with Annexus Retirement Solutions on a target-date fund series with a retirement income annuity, the companies announced Wednesday. The State Street GTC Retirement Income Builder Series will come with Annexus Retirement Solutions’ embedded Lifetime Income Builder annuity in the TDF’s…
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