Tag: annuity

A ‘dynamic QDIA’ that starts participants off in TDFs and then moves them to managed accounts is a potential trend...

Two insurers have joined the effort to make lifetime income available in a simplified manner.

Mike Sasso, with Portfolio Evaluations, and a professor at Boston University, explained a new way of thinking to get plan...

More than 60% of employers want to keep retirees in their plan, and 33% prefer that terminated employees keep their...

However, a survey finds retirees with a guaranteed income stream from a pension or annuity are able to spend more.

Scripps Chief Financial Officer Lisa Knutson says the pension risk transfer agreement is “another move in the company’s effort to...

Ninety-eight percent wish there was a way to make up for lost time, but 63% say they cannot take the...

The company is facing lawsuits by a retirement plan participant whose assets were transferred to MetLife as well as by...

Bing Waldert, a managing director with Cerulli Associates, says, "converting the 401(k) plan to an income platform is a step...

While 80% of investors say their adviser discusses risk tolerance, only 50% say they bring up the subject of guaranteed...

They view it as a hedge against rising health care costs, longevity risk and market downturns.

A blueprint from the Insured Retirement Institute offers a guide for its dialogue with Congress and the Administration about improving...

The research also found that retirees and pre-retirees who have a formal retirement plan are three times as likely to...