Tag: annuities

DIETRICH has partnered with KTRADE Alliance to offer its ANNUA Direct Quote tool to users of KTRADE.

Wells Fargo launches Retirement Income Solution, and Morningstar to acquire Sustainalytics.

Tickeron develops AI analysis for 401(k)s, IPX adds extra annuity products for distribution, and Vanguard closes Treasury Money Market Fund.

This significant bout of negative market volatility, coming as it does on the heels of the passage of the Setting...

With ADQ, the firm’s newest feature, plan sponsors can help employees manage financial risks throughout a lengthier retirement cycle.

It has been reported that the SEC is investigating sales and disclosure practices at VALIC, a unit of AIG, including...

While there is significant interest being voiced among policymakers and plan sponsors about in-plan annuities, providers are favoring retirement income...

The Aspen Institute Financial Security Program lays out ways industry leaders and policymakers can improve Americans’ retirement outlook, including expanded...

Given some negative views of annuities, plan sponsors could consider in-plan income options that are not guaranteed.

However, most are offering systematic withdrawals, lifetime education and planning tools, and in-plan managed account services; they are still leery...

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.

Defined contribution plan participants are unlikely to feel confidence about retiring when they receive no retirement income projections and no...

The growing landscape of decumulation solutions includes in-plan insurance products, managed payout funds, managed accounts, out-of-plan annuity windows and more.

The firm is anticipating passage of the SECURE Act, which offers an annuity selection safe harbor for defined contribution (DC)...

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.

A professor at the UCLA Anderson School of Management discussed biases that must be considered when helping people make retirement...

The firm has transferred $750 million in pension obligations to American General Life Insurance Company, part of AIG’s life and...