Tag: annuities

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...

In his experience leading Principal’s retirement income solutions business, Sri Reddy says, the No. 1 thing people get wrong about...

Speakers at a Brookings Institution event agreed that a financial strength criterion asking how sound is an annuity carrier should...

Tontines are a type of historical annuity structure that was first put into well-documented practice as far back as the...

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

Continued net flows out of the DC system, driven by Baby Boomer retirements, could cause more provider consolidation and redoubling...

Willis Towers Watson offers nine actions for DC plan sponsors to mitigate risks in 2019.

Forty-two percent of consumers in a LIMRA SRI study said they were open to the idea of annuities, and 61%...

More than half of Americans say they would prefer guaranteed income of $660 a month over a $120,000 lump sum,...

They are worried about longevity risk, the Plan Sponsor Council of America says.

A report details how utilizing the savings through health management can fund staggered annuities to help pay for health care...

One option is through a profit sharing plan that invests the money in an annuity once a participant retires.

“Why are 403(b) plan assets generally not held in a trust?”

A new Cerulli Associates survey suggests that at least half of 401(k) plan participants have no idea what to do...

DB plan sponsors want to keep control of their plans as they de-risk.

Data from Morningstar demonstrates variable annuity net assets fell 1.6% to $1.95 trillion during the first quarter of 2018, versus...