Tag: annuity

A lawsuit against IBM’s pension plan will not proceed, following a judge’s ruling in U.S. District Court for the Southern...

Plan sponsors are expressing interest in qualified longevity annuity contracts as a way help participants protect against longevity risk and...

Voya adds bereavement, NQDC benefit services; Fidelity Investments bolsters financial education; BNY Mellon’s Pershing taps fintech provider to assist annuity...

TIAA Distributes Annuity to Empower DC plans; HSA Bank launches emergency savings accounts; Navia partnership launches custom 401(k) plans; and...

Empower is working with asset managers and insurance companies to launch a new lineup of products to convert savings into...

The proposal would add a private right of action and tighter conflict of interest rules.

For plan sponsors, assessing their participants’ desire for both retirement income and customization are the next frontiers for target-date-fund offerings.

T. Rowe Price launches Social Security optimizer; IRI updates its retirement saving and income handbook; Just Futures launches ‘values-driven’ 401(k)s...

The retirement income solution functions like a target-date fund, embedding the option to annuitize a portion of a participant’s assets...

Annuities may be a hot topic, but sponsors can add the most value to plans by incorporating features like auto-enrollment...

The pension and investments manager expects de-risking strategies to remain attractive in 2024.

Delaying the collection of Social Security and using a bridging strategy to fill in the income gap is an effective...

The insurance industry and consumer advocates have taken polar opposite views on the controversial DOL proposal.

Equitable enhances flagship investment-only variable annuity; Vanguard expands ETF lineup; AllianceBernstein launches five active ETFs; and more.

Industry associations write to the DOL arguing that the new proposal is too long and complicated for just a 60-day...

The financial insurance provider will roll out in early 2024 the option to transfer a percentage of their savings into...

Centro API integration; MassMutual announces new fixed deferred annuity; American Trust Wealth launches mobile app, client portal; and more.

The Standard to roll out intellicents PEP; USAA introduces fixed-indexed annuity; SoFi Invest announces 1% IRA match; and more.

The proposal would streamline the registration and disclosure process for RILAs and highlight their unique features.

More employers are considering in-plan decumulation options.