SEC to Allow RILAs to Register on Simplified Forms
The proposal would streamline the registration and disclosure process for RILAs and highlight their unique features.
Tag: annuity
Plan Sponsors’ Retirement Income Thinking Has ‘Evolved’
More employers are considering in-plan decumulation options.
Pre-Retirees Plan to Collect Social Security Early, Not Maximizing Benefit
Although waiting until age 70 earns a retiree more Social Security benefits, many plan to start collecting earlier due to...
Annuity Provider Representatives Push Back Against PRT Criticisms
Leaders in the PRT world argue that many criticisms of insurers are misguided and that the DOL’s IB 95-1 has...
Women Addressing Lifetime Income More Than Men
More women than men ages 61 to 65 are interested in securing guaranteed lifetime income sources, presenting an opportunity for...
Products |
Investment Service and Product Launches
MassMutual and Nationwide announce buffered annuities; Touchstone launches ETF focused on securitized income.
DOL Considers Changing Standards for Annuity Provider Selection
Interpretative Bulletin 95-1 could be in for an overhaul this year or next.
Ownership Structure, Investment Strategies of Annuities Concern Sponsors, ERISA Council Says
The ERISA Advisory Council discussed emerging trends in the annuities market, as well as concerns expressed by sponsors and other...
Benefits |
PSNC 2023: DB Plan Design
Speakers advise plan sponsors on what to consider when looking to terminate their defined benefit plans and offering lump sums...
TIAA Creates Lifetime Income Distribution Position
TIAA promoted internally to a new position, reporting to the head of consultant relations, according to a June 13 memo....
Products |
Investment Product and Service Launches
Principal debuts registered index-linked annuity solution; Jackson enhances RILA suite; Prudential Advisors introduces fee-based annuities; and more.
Products |
Investment Product and Service Launches
Orion client portal connects with Redtail CRM; Thrivent adds new Multi-Year Guarantee Annuity; VIU by Hub launches mobile app and...
Products |
Investment Product and Service Launches
Allianz Life enhances Allianz Index Advantage+ Variable Annuities; Brighthouse Financial improves Shield Level Annuities Product Suite.
Plan Sponsors Seek Liquid, Portable Retirement Income Solutions
Most plan sponsors hope their retirement income solutions provide a paycheck-like experience to participants, T. Rowe Price research found.
Employers Should Offer Variety of Retirement Income Options, Survey Shows
A new report argues that plan sponsors should offer retirement income solutions such as annuities to provide lasting lifetime income...
Products |
Investment Product and Service Launches
Alight’s expanded wellness programs allows employees’ families to join; ComplySci launches regulatory compliance guide for financial firms; Equitable adds volatility...
IRI Priorities for 2023 Include Focus On Lifetime Income
The insured Retirement Institute wants regulatory and legislative changes in order to drive greater in-plan use of guaranteed lifetime income...
Retirement Industry People Moves
Virtus Appoints Head of DCIO; Bipartisan Policy Center hires new fellow; and more.
Older Plan Participants Face Retirement Income Shortfall
Plan sponsors should consider providing income guidance and offerings to the 'retirement tier' of participants, according to a new report...
Annuity Sales Spike in Second Quarter
Fixed annuity products propelled growth for the period.