Using Annuities as an Alternative to Bonds to Secure Retirement Outcomes
In a low interest rate environment, annuities provide an option that reduces longevity and sequence-of-return risks.
Tag: annuities
Products |
Investment Product and Service Launches
ProShares launches first U.S. Bitcoin-linked ETF; Pacific Life introduces defined outcome funds with variable annuities; and Nationwide, Capital Group introduce...
State and Local Government Workers’ Annuity Preferences
Virtually all state and local workers are offered a single- and joint-life annuity, while about 40% are offered a period...
People Like ‘Guaranteed Income’ Over an ‘Annuity’
Not only does a name change increase the appeal of annuities, but framing them as insurance against running out of...
Citgo Annuity Conversions Challenged in ERISA Lawsuit
Echoing similar complaints filed against other large employers, the plaintiffs claim Citgo is failing to pay the full promised value...
Plaintiffs Allege Adviser Committed Fraud, Assessed Hidden Commissions
The plaintiffs in a new fiduciary breach lawsuit say they have been misled by a financial adviser into buying commission-based...
PSNC 2021: In-Plan Guaranteed Income: Will the SECURE Act spark a transformation of the 401(k) industry?
A PSNC session explored participant demand for retirement income, the types of guaranteed solutions available and a process for evaluation...
Technology and Personalization Play a Part in Next Gen Retirement Income
Helping DC plan participants create retirement income starts with the savings experience and includes using technology to offer customization opportunities,...
In the Future, the Bias Will Likely Be for Annuities
For now, sources say there needs to be more education and a change of thought to help 401(k) plan sponsors...
SURVEY SAYS: Would You Invest in an Annuity?
PLANSPONSOR NewsDash readers tell whether their companies offer annuities in their defined contribution (DC) plans and whether they would invest...
Lifetime Income Illustrations for 403(b) Plans With Annuities
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Offering the Benefit of Guaranteed Income in DC Plans
Lifetime income projections, offering more control over assets and education about annuity pricing will help participants be more receptive to...
Pre-Retirees and Retirees Can Take Steps to Address Inflation in Retirement
Few are discussing the impact of inflation with a financial professional or looking for a financial product that can increase...
Understanding the Types of Annuities Retirement Plans Can Use
The goals of plan sponsors and participants will help determine which option is best.
Opinions |
Retirement Income: Spotlight on Annuities
Peg Knox, with the Defined Contribution Institutional Investment Association (DCIIA), discusses what plan sponsors should consider before implementing an income...
Products |
DC Plan Annuity Product Available on KTRADE Recordkeeping Platform
DIETRICH has partnered with KTRADE Alliance to offer its ANNUA Direct Quote tool to users of KTRADE.
Products |
Investment Product and Service Launches
Wells Fargo launches Retirement Income Solution, and Morningstar to acquire Sustainalytics.
Products |
Investment Product and Service Launches
Tickeron develops AI analysis for 401(k)s, IPX adds extra annuity products for distribution, and Vanguard closes Treasury Money Market Fund.
Painful Market Losses Help Paint Annuities in Positive Light
This significant bout of negative market volatility, coming as it does on the heels of the passage of the Setting...
Getting SECURE Act’s Lifetime Income Provisions Right
Industry sources agree pains must be taken to ensure mandatory lifetime income projections to participants are accurate and contextual education...