Tag: Annuities

Boomers who will turn 65 between 2024 and 2030 are not set up to maintain their current lifestyle, according to...

Morningstar researchers delve into the promise, and difficulties, of target-date series investment options with annuities.

Guardian Life adds new RILAs; Voyant offers advisers retirement planning analysis for clients; ADP partners with Summer on SECURE 2.0...

The telecom giant announced the pension risk transfer through its purchase of single-premium group annuity contracts covering 56,000 retirees.

Orion, DPL partner on annuities marketplace for advisers; Morgan Stanley launches private markets transaction desk; Just Futures announces 'values-driven' 401(k)...

Robinhood kicks off gig workplace IRA offering with employers including Grubhub; The Hartford to offer Origin financial wellness program to...

Retirement and annuity experts created IncomePath, which can include an assessment of annuity options in a saver’s retirement income plan.

Assets jump on demand for guaranteed lifetime income; meanwhile, NAPA announces retirement income certificate program for advisers.

Witnesses called to testify at a House hearing disputed whether small balances would still be served under the retirement security...

CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool; F&G Annuities & Life launches RILA; and iCapital...

A proliferation of retirement income annuity offerings has ARC consultants citing ‘cause to question’ language that requires assessing annuity offerings...

Pacific Life annuity available on Fidelity participant platform; Steward Partners adds Pontera 401(k) management services; Elements partners on free client...

Prudential announces Fidelity-related SimplyIncome annuity solution; Betterment launches small business student loan 401(k) matching program; Corebridge brings multi-year guaranteed annuity...

Fidelity’s Guaranteed Income Direct gives participants the option of converting some or all of their retirement savings into a monthly...

Pontera announces partnership with Commonwealth Financial Network; SELAX Brokerage enhances annuity transaction efficiency with Luma Financial Technologies; Ritholtz Wealth Management...

The Alliance for Lifetime Income sounds the alarm bell in a new white paper, while separate research from Principal shows...

Bipartisan group urges DOL to ‘withdraw and cease efforts’ to move ahead with retirement security rule targeting annuities and one-time...

Lincoln has agreed to sell its $108 billion wealth management business to focus on workplace and insurance services and products.

The highly controversial proposal from the DOL has received support from major industry actors, including the CFP Board and FPA,...