New ARS CEO Touts Benefits of Lifetime Income Solution
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New ARS CEO Touts Benefits of Lifetime Income Solution

by Ted Godbout This article was originally posted by NAPA. Dave Paulsen, recently named Chief Executive Officer (CEO) of lifetime income design and technology firm ARS, has a message to share about lifetime income—and why he feels its offering is unique.  Since joining ARS at its inception in 2020, Paulsen has lead efforts to promote and expand the company’s Lifetime…

Lifetime Income Design Firm ARS Elevates Paulsen to CEO
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Lifetime Income Design Firm ARS Elevates Paulsen to CEO

The former head of distribution will lead the retirement income design company that has partnered with State Street on an in-plan lifetime income builder. by Natalie Lin This article was originally posted by Plan Adviser. Advantage Retirement Solutions LLC, a lifetime income design and technology company better known as ARS, announced Tuesday that Dave Paulsen…

ARS Appoints Dave Paulsen Chief Executive Officer
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ARS Appoints Dave Paulsen Chief Executive Officer

Momentum Continues to Build for ARS Among Advisors, Plan Sponsors, and Participants in 2024 This article was originally posted by PR Newswire. Scottsdale, Arizona, July 30, 2024 – ARS, a prominent lifetime income design and technology company, has appointed Dave Paulsen as its Chief Executive Officer. With over 30 years of extensive experience in retirement…

LeafHouse, iJoin and ARS Launch Managed Account With Lifetime Income TDF
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LeafHouse, iJoin and ARS Launch Managed Account With Lifetime Income TDF

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…

Firms Join Forces to Launch Personalized Managed Account Program
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Firms Join Forces to Launch Personalized Managed Account Program

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…

LeafHouse and iJoin Announce Launch of Automated Personalized Portfolio™ Program Powered by Dimensional offering State Street GTC Retirement Income Builder Series Funds
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LeafHouse and iJoin Announce Launch of Automated Personalized Portfolio™ Program Powered by Dimensional offering State Street GTC Retirement Income Builder Series Funds

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…

Transamerica to Offer State Street’s TD Series with Lifetime Income Solution
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Transamerica to Offer State Street’s TD Series with Lifetime Income Solution

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…

Transamerica, ADP Each Add In-Retirement Plan Annuity Options
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Transamerica, ADP Each Add In-Retirement Plan Annuity Options

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…

Transamerica Teams with State Street Global Advisors to Help More Americans Become Retirement Ready
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Transamerica Teams with State Street Global Advisors to Help More Americans Become Retirement Ready

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…

One Piece of a UAW Strike Solution: Lifetime Income
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One Piece of a UAW Strike Solution: Lifetime Income

By Charles E.F. Millard This article was originally published by NAPA. Retirement Income During its strike, one of the UAW’s demands has been that the auto companies restore traditional pensions. Less well-known, but noted in published reports, is that the negotiations have also contemplated adding a lifetime income option in their 401(k) plans. It should…