Tag: annuities

Employers are reluctant to incorporate annuities in-plan because they don’t feel the best options have come to market yet.

The financial services firm spun off by AIG, which Tarpey will rejoin, has already filled its chief operating officer position.

The Department of Labor's assistant secretary discussed her agency's list of top projects—from retirement equity to SECURE 2.0 guidance and...

Incorporating insurance into participants’ asset allocation may improve sustainable withdrawal rates by 70% or more, according to research from AllianceBernstein. 

Current liquidity rules make it difficult to use an annuity as a QDIA, but new legislation would make it easier...

The fiduciary consultant is offering consulting and education for plan sponsors and participants on integrating annuities into 401(k) plans.

Millennium Trust announces new chief financial officer; Transamerica names customer experience and marketing lead; and more.

LIMRA reports that retail annuities are booming, even as new research from PGIM shows that 34% of plan sponsors are...

The firms partnered on a retirement investment that includes a guaranteed income annuity.

Nestimate announces in-plan retirement income analytics tool for advisers; Savvy Wealth launches direct indexing investment product; Broadridge, Paychex partner on...

The 2022 law does far more for high earners than low earners, and many provisions may prove difficult to implement.

Breckinridge launches dividend income strategies; Eastspring offers CIT with emerging markets exposure; Nomura starts fund focused on private and public...

According to a LIMRA study, women who work with a financial professional are more than twice as likely to have...

Retirees expressed that guaranteed lifetime income, as well as control and access to their money, are top priorities in a...

Wealthspire Advisors names integration head; Lenox Advisors announces partner, managing partner promotions; Ziegler and Quagliarello join Franklin Templeton as client advisers.

Owais Rana was promoted to head of investment solutions for Principal Asset Management, which is merging previously separate businesses.   

Confidence among pre-retirees that they will receive enough income from all their accumulated retirement sources to cover basic living expenses...

Morningstar debuts personalized investment planning tool; eMoney Advisor has tax-planning solution incorporating SECURE 2.0 changes; Morgan Stanley Investment Management launches...

The law offers some minor changes, but some sections do result in increased availability and flexibility for annuities.

Retirement research highlights increased investment returns for workers in defined contribution plans through diversification, including alternative assets.