Investing | June 6th, 2019 PSNC 2019: What Comes Next With Retirement Income The growing landscape of decumulation solutions includes in-plan insurance products, managed payout funds, managed accounts, out-of-plan annuity windows and more.
Products | June 4th, 2019 DIETRICH Introduces DC Plan Annuity Practice The firm is anticipating passage of the SECURE Act, which offers an annuity selection safe harbor for defined contribution (DC)...
Ask the Experts | May 14th, 2019 (b)lines Ask the Experts – What Is an Equity Indexed Annuity? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Data and Research | May 1st, 2019 Behavioral Insights About Retirement Income Decisions A professor at the UCLA Anderson School of Management discussed biases that must be considered when helping people make retirement...
Administration | April 24th, 2019 Avery Dennison Settles DB Plan Liabilities With Annuity Purchase The firm has transferred $750 million in pension obligations to American General Life Insurance Company, part of AIG’s life and...
Investing | April 22nd, 2019 Annuities Are for Savers and Spenders In his experience leading Principal’s retirement income solutions business, Sri Reddy says, the No. 1 thing people get wrong about...
Compliance | April 18th, 2019 Current Legislation Missing the Mark on Annuity Safe Harbor Speakers at a Brookings Institution event agreed that a financial strength criterion asking how sound is an annuity carrier should...
Investing | April 18th, 2019 ‘Modern Tontine Theorists’ Have Ideas for Retirement Savings Decumulation Tontines are a type of historical annuity structure that was first put into well-documented practice as far back as the...
Ask the Experts | February 12th, 2019 (b)lines Ask the Experts – Difference Between Investment in Annuity and Annuity Distribution Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Investing | December 14th, 2018 Diverse Stakeholders Look to Boost In-Plan Retirement Income Continued net flows out of the DC system, driven by Baby Boomer retirements, could cause more provider consolidation and redoubling...
Administration | November 30th, 2018 Strategies for DC Plans to Mitigate Risks in 2019 Willis Towers Watson offers nine actions for DC plan sponsors to mitigate risks in 2019.
Data and Research | November 21st, 2018 Younger Individuals Most Open to Annuities Forty-two percent of consumers in a LIMRA SRI study said they were open to the idea of annuities, and 61%...
Data and Research | October 25th, 2018 Guaranteed Income Preferred Over Lump Sums More than half of Americans say they would prefer guaranteed income of $660 a month over a $120,000 lump sum,...
Data and Research | September 28th, 2018 Decumulation a Slow Process for Retirees They are worried about longevity risk, the Plan Sponsor Council of America says.
Data and Research | September 26th, 2018 Health Care Management Combined With Annuities May Help With Retirement Health Costs A report details how utilizing the savings through health management can fund staggered annuities to help pay for health care...
Investing | September 20th, 2018 How Sponsors Can Offer Guaranteed Lifetime Income One option is through a profit sharing plan that invests the money in an annuity once a participant retires.
Investing | August 31st, 2018 Return on Investments, Mortality and Insurer Expenses Key Factors in Pricing Annuities Whether looking to provide in-plan guaranteed income solutions for a DC plan or looking for an annuity to purchase for...
Ask the Experts | August 14th, 2018 (b)lines Ask the Experts – Why 403(b) Assets Are Generally Not Held in a Trust “Why are 403(b) plan assets generally not held in a trust?”
Participants | June 29th, 2018 Cerulli: Participants Are ‘Generally Clueless’ About DC Plan Decumulation A new Cerulli Associates survey suggests that at least half of 401(k) plan participants have no idea what to do...
Administration | June 20th, 2018 PSNC 2018: Pension Risk Transfer Options DB plan sponsors want to keep control of their plans as they de-risk.