AllianceBernstein Expands Retirement Income Suite

AllianceBernstein retirement income

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AllianceBernstein last week announced its expansion of retirement income offerings aimed towards defined contribution (DC) plans.

Under the AB Secure Income Portfolio, a professionally managed option, eligible DC participants will have access to investment selections that may deliver guaranteed retirement income without changing target-date providers, including those who are a part of a qualified default investment alternative (QDIA).

According to AllianceBernstein, the AB Secure Income Portfolio aims to provide income for life, along with higher exposure to growth assets in retirement years compared to traditional target-date funds (TDFs).

Furthermore, the asset management firm says its solution is designed for flexible implementation and adapts to the needs and preferences of plans, whether it’s alongside a plan’s existing target-date fund, as an allocation in a managed account or in a “do-it-yourself” approach.

“As more plan sponsors evaluate the retirement income solutions available today and move toward adoption, many are looking for more flexibility in the ways they can implement these solutions,” said AB’s Head of Defined Contribution Jennifer DeLong.

The portfolio is currently available through an institutional separate account and will be available through a collective investment trust (CIT) managed by AB. 

The AB Secure Income Portfolio has served under AllianceBernstein’s Lifetime Income Strategy for over a decade. The Lifetime Income Strategy, launched in 2012, has accumulated over $11 billion in assets, including $4.2 billion in secure income benefits as of March 31, 2024.

 “We’ve listened to the input from plan sponsors, and we’re excited to evolve our suite of services to adapt to their changing needs, added DeLong. “Providing plans with a new way to access lifetime income through a DC-friendly CIT will give plan sponsors the convenience and optionality they’re looking for.”

AllianceBernstein, a global investment management firm that offers diversified investment services to institutional investors, individuals, and private wealth clients, manages $759 billion in assets under management (AUM) as of March 31, 2024.

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