Data and Research | March 20th, 2023 Retirement Income Products Should Reflect Retirees’ Desire for Stability, Survey Shows Retirees expressed that guaranteed lifetime income, as well as control and access to their money, are top priorities in a...
Investing | March 12th, 2021 Annuities Aren’t the Only Option for Generating Retirement Income Annuity adoption lags, but there are other ways to help retirement plan participants prepare for income in retirement.
Products | October 22nd, 2020 Nationwide to Roll Out New Annuity Products and Partnerships In December, Nationwide will introduce a new in-plan fixed indexed annuity to provide principal protection with potential for growth based...
Administration | September 23rd, 2020 PSNC 2020: Duties With Regard to Annuities The momentum for offering annuities to DC plan participants is growing, and plan sponsors need to know their responsibilities and...
Administration | February 13th, 2020 The Future for Annuities in DC Plans The SECURE Act offered an annuity selection safe harbor for plan sponsors, but education will be the first step in...
Compliance | September 24th, 2019 Supreme Court Asked to Review Case About Annuity Contracts in Retirement Plans The question before the court is: May an ERISA plan participant or beneficiary seek disgorgement of unreasonable profits derived from...
Data and Research | October 30th, 2018 Workers Do Not Believe Social Security and Pensions Will Secure Retirement Income Instead, pre-retirees are looking to add savings from 401(k) funds, IRAs, and even annuities.
Compliance | September 27th, 2018 Annuity Selection Safe Harbor Tacked Onto Retirement Bill The House Ways and Means Committee Chairman submitted an amendment to the Family Savings Act.