Investment Service and Product Launches
RightCapital adds SECURE 2.0 update to financial adviser planning platform; NFP Starts Human Capital Solutions Practice; and more.
Tag: annuities
Employers Have Enhanced Well-Being Programs, Not Added Annuities
Employers have embraced 401(k) plan benefits changes for 2023 but have avoided certain enhancements provided by the original SECURE Act.
Retirement Industry People Moves
OneAmerica names new CIO; Colony Group expands Boston footprint; Commonwealth Financial takes on Indiana advisory; and more.
Opinions |
Retirement Trends to Watch in 2023
As larger numbers of Americans near retirement age, a renewed focus on retirement income is expected.
Bill Would Simplify RILA Registration Process
The RILA Act would require customized forms for RILA registration, intended to ease the process of marketing the annuity products.
Products |
Allianz Life Adds Annuity for Defined Contribution Plans
Allianz finds growing numbers of U.S. workers want guaranteed income options in their employer-sponsored retirement plan.
Products |
Dated Thinking May Be Holding Back Annuities
Rising interest rates and increased market volatility could drive plan sponsors to take a fresh look at incorporating annuities.
In-Plan DC Annuities and the Existential Plan Sponsor Question
Plan sponsors must consider life expectancy at retirement rather than what is projected at birth.
Biggest Investor Worries Are Inflation and Recession Risk
Investors put heavier weight on retirement income protection than financial professionals.
PSNC 2022: Decumulation Designs
One reason lifetime income options are important for plan sponsors to explore is that many individuals underestimate how long they...
PSNC 2022: Selecting and Monitoring Income Options
Understanding participant needs and the different options for creating retirement income will help plan sponsors make the right choices.
Annuities Shine in Rocky Market Environment
Both FIAs and fixed-rate deferred products benefited from the significant interest rate increases in the first quarter, according to new...
Retirement Plan Participants Need Help With Retirement Income
From in-plan to out-of-plan, guaranteed or not, retirement plan sponsors have many options and many decisions to make.
Products |
Investment Product and Service Launches
New Nasdaq-100 index fund institutional share class launches, while Alerian S-Network expands its environmental, social and governance offering.
Plan Sponsors Are Mulling Retirement Income Options
Plan sponsors are taking a deliberate approach to adopting retirement income solutions for participants since the passage of the SECURE...
Understanding PRT: Administrative and Fiduciary Considerations
One important distinction to make when considering a pension risk transfer is the difference between fiduciary and settlor functions.
Products |
Investment Product and Service Launches
Goldman Sachs announces investment-grade debt private placements capability; FTSE Russell Equity Indices adjusts treatment of Russia; Dimensional adds three new...
Further Retirement Policy Reforms Possible in 2022
Among the bills to watch is the Lifetime Income For Employees Act, or the LIFE Act, for short.
Comfort With Annuities Could Help With Spending in Retirement
One study finds few participants are likely to annuitize their retirement savings, while another suggests those who take a withdrawal...
Managing Participants’ Interest in Guaranteed Lifetime Income Investments
The number of U.S. workers who are open to putting money into investments that guarantee a portion of retirement income...