Tag: Annuities

“Other than financial strength, benefits administration service is the most important factor in the fiduciary selection of an annuity provider,” says Steve Keating with Penbridge Advisors.

Jefferson National is teaming up with Cetera Financial Group to supply a new tax-advantaged annuity investing solution.

Correlation does not always imply causation,  especially in finance, but you can count among the peripheral consequences of ‘Brexit’ a serious spike in the price of  future retirement...

According to the court opinion, as of November 2015, there were more than 270,000 ERISA plan participants in 13,600 retirement plans invested in the fund at issue in...

Two national insurance advocacy groups have “reluctantly” joined the growing list of plaintiffs asking the federal courts to declare the DOL’s new fiduciary rule arbitrary and capricious. 

A hybrid income strategy, combining a variable immediate annuity with discretionary supplemental withdrawals from a separate liquid asset account provides the best income at the least risk for...

Written by Bruce Ashton of Drinker, Biddle & Reath, the paper discusses how an in-plan deferred income annuity retiree risks, and what steps a plan fiduciary should take...

In a letter to the IRS, industry representatives say a couple of clarifications would help more DC plan participants take advantage of QLACs.

The adviser community is yet to embrace new defined contribution options that contain income features.

Language used to describe annuities should reduce the possibility of death-related thoughts, the researchers suggest.

Retirees prefer guaranteed income over spending down assets, a survey found.

The Institutional Retirement Income Council suggests that today’s structured retirement income products are far more portable and accessible than is commonly understood by plan sponsors. 

LIMRA Security Retirement Institute finds five separate insurance companies reported buy-out sales above $1 billion during 2015. 

The financial firm will pay benefits for retirees of Chemtura Corporation.

Users of the web-based retirement planning platform RetireUp are now able to model and illustrate fixed-income annuities from Allianz Life Insurance Company directly within client retirement income models. 

After seeing their pension risk transfer lawsuits dismissed in both district and circuit court, tens of thousands of former Verizon employees hope SCOTUS will have more sympathy. 

It may be time to revisit standard income replacement rates, says a research paper.

The association wants to help sponsors better prepare participants for retirement.

Academics working with the Michigan Retirement Research Center have carefully developed a new retiree spending model showing singles tend to have higher medical spending in retirement vs. their...

Retirement plan participants are slowly but surely gaining better access to lifetime income products, according to new reporting from the Insured Retirement Institute.