Annexus Retirement Solutions named finalist in Wealth Management’s “Wealthies” awards for industry-changing innovation
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Annexus Retirement Solutions named finalist in Wealth Management’s “Wealthies” awards for industry-changing innovation

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…

In-Plan Income Has Arrived (and It’s Coming for Your Rollovers)
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In-Plan Income Has Arrived (and It’s Coming for Your Rollovers)

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…

Annexus Unveils 2nd TDF Income Solution
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Annexus Unveils 2nd TDF Income Solution

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…

Annexus and State Street to Create In-Plan Annuitization Program
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Annexus and State Street to Create In-Plan Annuitization Program

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…

Annexus, State Street Partner on TDF with Embedded Income Solution
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Annexus, State Street Partner on TDF with Embedded Income Solution

Financial firms team up to launch target date fund embedding an in-plan income solution benefiting all parties in the DC value chain By Brian Anderson This article was originally published by 401k Specialist. Annexus Retirement Solutions is joining forces with State Street Global Advisors to develop a target-date fund (TDF) with an embedded income solution…

Nationwide, Capital Group, Annexus Team to Launch “Through’ TDF Income Product
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Nationwide, Capital Group, Annexus Team to Launch “Through’ TDF Income Product

The new target date fund series will ‘help plan participants optimize accumulation during their working years and maximize lifetime income in retirement’ By John Sullivan This article was originally published by 401k Specialist Three heavyweights in the in-plan income space have teamed together to announce a new lifetime income target-date series. The NCIT American Funds…

Nationwide, Annexus Add Annuity-Fueled Target Date Funds
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Nationwide, Annexus Add Annuity-Fueled Target Date Funds

Nationwide and Annexus are teaming up to promote in-plan annuities to employer-sponsored retirement plans. By Allison Bell This article was originally published by Think Advisor he companies have joined with Capital Group — the parent of American Funds — to introduce the NCIT American Funds Lifetime Income Builder Target Date Series funds. The new TDF…