The funds offer direct competition but also a way for small or actively managed players to get a piece of the pie.
Some advisers think this indicates other providers will pivot in light of DOL fiduciary rule's death.
Observers say that advisers delivering financial wellness programs to 401(k) plans should take note.
The private-equity firm has previously invested in such companies as Mercer Advisors and AssetMark.
The record keeper joins some other big competitors in offering participants their money back if their accounts get hacked.
Rothification, which set off a furor in 2017 as Congress debated tax reform, could find its way into new bills next year, experts say.
Cerulli analyst says 401(k)s reliant on capital market returns, whereas IRAs are popular rollover vehicles.
If the rate of return on the policy exceeds the loan's interest rate over the life of the contract, the client comes out ahead. But beware the risks.
But it could give rise to new hearings for some advisers who are already in litigation with the agency such as Dawn Bennett.
Morningstar report: Lack of data on fees, investments makes advice on rollovers costlier and more challenging for investors.
