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...
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.
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.
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.
Assistant professor at the University of Missouri suggests advisory clients’ decisionmaking is often impaired by cognitive decline—putting the impetus on advisers to watch for clients’ mental dips.