Best The Annuity Giants Apps

4.5😊(592 ratings)

Free

Securely access and manage your life insurance and annuity policies from your mobile device. View policy details, make payments, set up autopay, and track transactions. Stay connected with agent contact information and receive important alerts.

What We Love

👍 Easy to navigate and use
👍 User friendly and convenient
👍 Straightforward and transparent
👍 Helpful and informative
👍 Provides great visibility into policies
👍 Allows easy access to policy details
👍 Enables self-service features

Room to Improve

🐛 App crashes or freezes
🐛 Login issues and errors
🐛 Slow performance
🐛 Outdated or incompatible with updates
🔍 Limited functionality for policy changes
🔍 Lack of agent responsiveness

Capital Group PlanPremier401k by Empower Retirement, LLC

Manage your 401k

Worth Considering

by Teachers Insurance and Annuity Association America

4.8😞(11K ratings)

Free

Capital Group PlanPremier401k screenshot 1

Capital Group PlanPremier401k screenshot 2

Capital Group PlanPremier401k screenshot 3

Capital Group PlanPremier401k screenshot 4

Capital Group PlanPremier401k screenshot 5

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

What We Love

👍 User friendly
🚀 Easy to make changes
💡 Allows to review investments and make changes

Room to Improve

🐛 Glitchy, freezes up
🐛 Keeps crashing
🐛 Login doesn't work
🐛 Unresponsive after updates
🐛 Force closes when reviewing balance

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TIAA

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Investment and Retirement,…

Annuity accumulation phase calculationAnnuity income payment phase calculationIntuitive and easy-to-use interface

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🔧 Utilities

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Voya

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

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by Transamerica Retirement Solutions, LLC

On-the-go account accessView account balance and performanceAdjust savings rate

Manage your retirement savings and investments on the go. Access account balances, track performance, and adjust savings or investment strategies. Utilize tools to project future retirement outlook based on your current plan.

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Check account balanceMonitor retirement goal progressChange contribution amounts

Manage your retirement savings with this app. Track your balance, monitor progress toward goals, and adjust contributions. Review investment performance and access planning tools.

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

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Principal®

Retire on your terms.

View account balancesRoll over fundsChange contributions

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

(236K)

Schwab Workplace Retirement

by The Charles Schwab Corporation

Retirement plan recordkeepingRelated administrative servicesAccount management

This application provides recordkeeping and related services for retirement plans. It is part of the services offered by a financial institution to manage your retirement accounts.

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Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

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NetBenefits

Manage retirement savingsAccess stock optionsView health insurance details

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

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Client insurance and investment toolsFinancial analysis and calculatorsLicensing and training materials

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View account detailsManage contributionsTrack investments

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Titan: Your Wealth Team

Dedicated advisory teamProfessional investment managementAutomated cash management

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.