Tag: annuities

Milestone Money starts retirement planning website; Transamerica launches life insurance policy with retirement income option; J.P. Morgan customers can now...

RightCapital adds SECURE 2.0 update to financial adviser planning platform; NFP Starts Human Capital Solutions Practice; and more.

Employers have embraced 401(k) plan benefits changes for 2023 but have avoided certain enhancements provided by the original SECURE Act.

OneAmerica names new CIO; Colony Group expands Boston footprint; Commonwealth Financial takes on Indiana advisory; and more.

As larger numbers of Americans near retirement age, a renewed focus on retirement income is expected. 

The RILA Act would require customized forms for RILA registration, intended to ease the process of marketing the annuity products. 

Allianz finds growing numbers of U.S. workers want guaranteed income options in their employer-sponsored retirement plan.

Rising interest rates and increased market volatility could drive plan sponsors to take a fresh look at incorporating annuities.

Plan sponsors must consider life expectancy at retirement rather than what is projected at birth.

Investors put heavier weight on retirement income protection than financial professionals.

One reason lifetime income options are important for plan sponsors to explore is that many individuals underestimate how long they...

Understanding participant needs and the different options for creating retirement income will help plan sponsors make the right choices.

Both FIAs and fixed-rate deferred products benefited from the significant interest rate increases in the first quarter, according to new...

New Nasdaq-100 index fund institutional share class launches, while Alerian S-Network expands its environmental, social and governance offering.

Plan sponsors are taking a deliberate approach to adopting retirement income solutions for participants since the passage of the SECURE...

One important distinction to make when considering a pension risk transfer is the difference between fiduciary and settlor functions.

Goldman Sachs announces investment-grade debt private placements capability; FTSE Russell Equity Indices adjusts treatment of Russia; Dimensional adds three new...

Among the bills to watch is the Lifetime Income For Employees Act, or the LIFE Act, for short.

One study finds few participants are likely to annuitize their retirement savings, while another suggests those who take a withdrawal...