Opinions | December 14th, 2022 Retirement Trends to Watch in 2023 As larger numbers of Americans near retirement age, a renewed focus on retirement income is expected.
Compliance | December 7th, 2022 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 | November 1st, 2022 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 | August 26th, 2022 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.
Investing | July 15th, 2022 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.
Data and Research | July 13th, 2022 Biggest Investor Worries Are Inflation and Recession Risk Investors put heavier weight on retirement income protection than financial professionals.
Investing | June 14th, 2022 PSNC 2022: Decumulation Designs One reason lifetime income options are important for plan sponsors to explore is that many individuals underestimate how long they...
Investing | June 14th, 2022 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.
Data and Research | May 3rd, 2022 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...
Investing | March 23rd, 2022 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 | March 17th, 2022 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.
Administration | March 16th, 2022 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...
Compliance | March 4th, 2022 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 | March 3rd, 2022 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...
Compliance | March 1st, 2022 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.
Participants | February 24th, 2022 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...
Administration | February 17th, 2022 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...
Compliance | February 16th, 2022 Industry Support Voiced for LIFE Act’s Introduction in House Financial services companies and retirement plan industry advocacy groups are rallying behind the legislation, which would allow plan sponsors to...
Compliance | February 15th, 2022 Default Lifetime Income Legislation Introduced in House Legislators say the LIFE Act builds upon the SECURE Act provision that enhanced the safe harbor on which plan sponsors...
Products | February 10th, 2022 Investment Product and Service Launches ISS ESG launches labels and standards solutions; Principal advances plan for first semi-transparent ETF offering; and Xtrackers by DWS launches ETF...