2019 Planning for DC Plan Clients
Willis Towers Watson offers nine actions for DC plan advisers to help their clients mitigate risks in 2019.
Tag: Annuities
LIMRA Study Shows Interest in Annuities
The research finds that individuals most likely to be interested in annuities are younger and still working, which LIMRA SRI says creates an opportunity for future conversations for...
SEC Considers New Annuity and Life Insurance Summary Disclosures
The proposal is intended to help investors better understand these contracts' features, fees and risks, and to more easily find the information needed to make an informed investment decision.
Americans in LIMRA Survey Prefer Lifetime Income Over Lump Sums
More than half say they would prefer guaranteed income of $660 a month over a $120,000 lump sum, LIMRA SRI found in a survey.
Compare and Contrast: Income Annuities and Savings Contracts
Based on the results of a new CANNEX study, advisers who are looking to provide clients with guaranteed income should seriously consider both income annuities and savings annuity...
International Paper and Prudential Transfer $1.6 Pension Obligation
As part of the PRT agreement, Prudential will assume the responsibility for paying pension benefits to about 23,000 International Paper retirees.
A Newly Suggested Strategy for Managing Health Costs in Retirement
A report from Healthy Capital suggests a combination of managing health conditions and purchasing staggered annuities can help fund health care expenses in retirement, but concedes that the...
PANC 2018 – Top Trends
A look at actively managed versus passively managed equity and bond funds, blended target-date funds, and with more sponsors encouraging retirees to remain in their plan, how defined...
Conduct PRTs with Long-Term View in Mind
MassMutual has issued a white paper outlining all considerations for defined benefit plan sponsors considering a pension risk transfer.
Refresher on Annuity Pricing Mechanics
Interest rates, mortality and expenses are some of the key factors.
Fixed Indexed Annuity Sales Spiked in Second Quarter
Sales of fixed indexed annuities came in 21% higher for the second quarter of 2018 compared with the first quarter results, according to LIMRA SRI data, shattering the...
BlackRock Calls for Expanding Access to Retirement Plans
One measure is to encourage MEPs by eliminating the “nexus” requirement.
Participants Speak Clearly About Need for DC Account Income Planning
A new report published by Cerulli Associates draws out participant perspectives on the topic of DC plan decumulation, revealing that many of those leaving the work force feel...
24 Financial Service Companies Form Alliance for Lifetime Income
The objective is to educate Americans about the importance of protected lifetime income solutions.
Advisers Want Improved Annuity Options for Clients
Three-quarters of advisers believe they understand annuities well, yet of that number, 62% say their clients do not.
Client Communications
Retirement Income Options
Helping sponsors sort out what’s best for retiring workers
Intro
Par Excellence
Celebrating the 2018 PLANSPONSOR Retirement Plan Adviser of the Year finalists and winners