Tag: Annuities

Aria’s RetireOne Platform Offering Variable Annuity; Vanguard Launches Global Balanced Funds; Pensionmark Rolls Out New Investment Reporting Tools; and more.

The researchers conclude that “including well-designed LIA defaults in DC plans yields quite positive consequences for …workers.”

The university is just the latest to face an ERISA class action lawsuit filed by one of its employees, alleging imprudence in the management of retirement planning benefits. 

There has been at least $1 billion worth of U.S. single premium pension buyout sales during each of the last eight quarters.

Plan sponsors can provide participants with a variety of tools to help them determine whether they are on the right track to retire on time.

The firm has consistently been an early mover in announcing fiduciary rule implementation plans—and that trend continued this week with the news that ML advisers will retain some...

Retirement plan advisers can help their plan sponsor clients take advantage of emerging opportunities for better deals and service coming out of fierce competition among asset managers. 

There are strategies to help retirees create a lifetime income stream that can reverse this trend.

An executive with MetLife urges plan sponsors and advisers to avoid talking about annuities “as if they were an investment option … they aren’t really an investment.”

Roughly one-third of those who report having spent a significant portion of a retirement plan lump sum distribution taken from either a DC or DB plan say they...

The Insured Retirement Institute will spend the year pushing Congress and the Administration to advocate for legislation that would expand Americans’ access to advice and simpler annuities.

The new product series offers a range of indexed account options including one providing access to international markets.

Product development and participant demands may open a wider door for retirement income solutions in the DC space, according to new research by Cerulli Associates.

Nonetheless, few people know where to find it, and many say their adviser doesn't bring it up.

Employers are clearly still committed to moving risk off of their balance sheets by pursuing single-premium pension buyouts. 

Lincoln Financial Group Releases New Annuities; Nuveen Launches Investment Trust Portfolio; Wilshire Associates Releases ESG-Weighted Index; and more.

An EBRI analysis examines reasons why demand for immediate annuities among retirees and near-retirees remains low. 

Allianz Life Launches New Fee-Based Index Annuity and Waddell & Reed Files for New Index Funds 

Transamerica Rolls Out Fee-Based Variable Annuity; USA Financial Launches Asset Management Platform; Victory Capital Expands ETF Platform.

Pacific Life Launches Variable Annuity; Beaumont Capital Management Launches Smart Beta Solutions; Charles Schwab Expands ETF OneSource Series with OppenheimerFunds; and more