Products & Services January 14th, 2025 TDFs With Annuity Options Set to Proliferate 2025 will likely see new entrants offering hybrid annuity TDFs, while existing players will announce more recordkeeper partnerships and asset...
Deals & People January 9th, 2025 Alts Manager Ares Raises $2.3B for Life Insurance and Annuity Division Ares is seeking to capture demand for retirement solutions through its insurer, Aspida Holdings Ltd.
Products & Services December 17th, 2024 BlackRock Makes TDF With Annuity Option Its Plan QDIA BlackRock plan participants will now be defaulted into its LifePath Paycheck, which offers an option to annuitize a portion of...
Data & Research December 9th, 2024 DC Advisers Interested in Retirement Income Solutions, but Still Hesitant Systematic withdrawals are still more commonly recommended than in-plan annuities, but that may shift in coming years, according to researchers...
Products & Services December 5th, 2024 Empower to Offer Income Products From Allianz, Putnam and TIAA The country’s second-largest recordkeeper adds more annuity retirement income products, including its first on-platform fixed-index annuity.
Products & Services December 4th, 2024 DPL, Offering Commission-Free Annuities, Gets $23M in Funding The investors include the venture arm of annuity seller and recordkeeper TIAA.
Compliance November 25th, 2024 Nevada Joins NAIC Best Interest Annuity Rule, Making 48 States Insurance industry groups are championing the move, because the state insurance regulations are one of the arguments against bringing retail...
Deals & People October 9th, 2024 Cetera to Acquire $16B RIA From Insurer For the fourth time in five years, Cetera makes a deal with an insurance and annuity provider—this time Protective Life—to...
Client Service September 19th, 2024 DC Consultant Survey Reveals Stronger Client Opinions on Retirement Income DC plan consultants say plan sponsors are more likely to have clearer views on retirement income options, according to a...
Deals & People August 27th, 2024 TIAA Pens Multi-Year Deal With Accenture to Transform Its Retirement Recordkeeping The deal will tee up about 1,500 TIAA employees in the U.S. and India to move to Accenture, while TIAA...
Products & Services August 23rd, 2024 Insurers Collaborate to Digitize Retirement Income Annuities The Insured Retirement Institute is leading the charge to improve the wait time for retail annuity sales and exchanges from...
Products & Services August 15th, 2024 JP Morgan Launches TDF With Guaranteed Income Annuity The asset manager joins other large financial firms targeting the market for pension-like retirement saving in DC plans.
Products & Services July 31st, 2024 Franklin Templeton, Pacific Life Join In-Plan Lifetime Income Push A new defined contribution managed account offers participants a chance to invest in a deferred fixed-income annuity.
Deals & People July 30th, 2024 Lifetime Income Design Firm ARS Elevates Paulsen to CEO The former head of distribution will lead the retirement income design company that has partnered with State Street on an...
Compliance July 8th, 2024 ERISA Advisory Council Makes Case for Annuities as Part of QDIA An ERISA Advisory Council hearing explored expanding the use of annuities in default investment offerings.
Products & Services July 5th, 2024 Broadridge Launches Retirement Income, Stable Value Evaluator The new tool allows plan fiduciaries to evaluate the growing list of in-plan DC annuity options.
Products & Services June 26th, 2024 Technology Integration ‘Linchpin’ for In-Plan Retirement Income Middleware providers that offer annuity incorporation and portability across retirement plan recordkeeping platforms will play a key role in uptake,...
Deals & People June 17th, 2024 Taking a ‘Startup’ Job at a Legacy Insurer Ben Thomason discusses why working in the in-plan guaranteed income space is akin to roles he’s held at startups.
Data & Research June 12th, 2024 Institutional Plan Consultants: Nearly 90% of Clients Want Income Solutions PIMCO’s survey of DC plan consultants noted clients seeking a suite of both non-guaranteed and guaranteed income options.
Deals & People June 10th, 2024 Cetera Hires Jerry Patterson to Lead Retirement, Annuity Push Firm taps Fidelity’s life insurance president to bolster retirement, life insurance and annuity offerings to its network of over 10,000...