Tag: Annuities

The third quarter of 2015 was the first time $3 billion in pension buy-out sales were recorded in consecutive quarters.

Dimensional Fund Advisors launches TDF solution; Morningstar acquires Total Rebalance Expert; Morgan Stanley adds CreditSights to online adviser portal; and AB reveals holistic annuity fiduciary service. 

Fixed-indexed annuities are posing a threat to traditional variable annuities, according to new research from Cerulli Associates.

Following tax reform in Denmark, employers changed their contributions to retirement accounts in step with employees’ savings changes.

Two in three older advisory clients are seeking help with income planning, but only one-third of financial professionals actively advise about indexed annuities.

Principal Pension Builder offers participants an income stream for life.

Head of insurance solutions at Lincoln Financial Distributors suggests advisers have as much to gain from education around long-term care planning as clients do. 

Academic scholar and adviser to the Georgetown Center for Retirement Initiatives shares his ideas for creating state-supported “individual DBs” to bring workplace retirement benefits to more private-sector workers.

New products and services this week include index crediting strategies from Voya Financial and the uptake of PFaroe by NEPC.

Expanded institutional trading capabilities from CAPIS and Invest ‘n Retire; an investment-focused variable annuity from Nationwide; a multi-asset income fund from Fidelity; and a flexible QLAC from New...

EBRI found that, even at today’s historically low interest rates, the transfer of longevity risk provides a significant increase in retirement readiness for those who live the longest.

It is still a great time for DC plan advisers to enter the pension risk transfer market—with record Q2 sales of annuity buy-outs measured by LIMRA and a...

A new website from ABG Retirement Plan Services helps address income needs in retirement.

An appellate court ruled that the decisions to amend the plan and transfer certain assets to an annuity contract were settlor, not fiduciary, functions.

Symetra provides employee benefits, annuities and life insurance.

Experts suggest a “portfolio” approach can be an adaptable and effective means of controlling retirement spending.

Advisers can add value for their plan sponsor clients by strategizing the participant account drawdown process.

A BlackRock analysis finds the cost of future retirement income dipped in the second quarter—the first substantial quarterly drop since at least 2013.

Many are looking beyond traditional savings vehicles to fuel their retirement, the Indexed Annuity Leadership Council says.