Fidelity Starts Reinsurer Focused on PRT, Retail Annuities
The investment giant has registered a Bermuda affiliate to focus on the booming pension risk transfer and retail annuity markets,...
Tag: Annuities
Annuity Consultants Tout SPIAs as Best Income Option
Michelle Richter-Gordon and Mark Chamberlain are seeking adviser feedback on a digital guide touting the virtues of single premium immediate...
Just the facts
Just the Facts
Consumers Keep Flocking to Annuities After a record-breaking 2022, retail annuities surpassed all of their previous quarterly sales numbers since...
Lifetime Income for Employees Act Would Make It Easier to Use Annuities as QDIAs
The re-introduced House bill would permit annuities as 401(k) default, with a limit of 50% of retirement contributions.
Investment Product and Service Launches
Principal debuts registered index-linked annuity solution; Jackson enhances RILA suite; Prudential Advisors introduces fee-based annuities; and more.
Retirement Income Today: How Advisers Can Leverage GLWBs
In-plan annuity products are proliferating, but if advisers want an option today, they should know about the guaranteed lifetime withdrawal...
The Good Old Days: Was the Pension Era Really as Good as Its Reputation?
Experts point out the flaws in the often lauded 'pension past,' while discussing the benefits and potential of the 401(k)...
The ‘Other’ Retirement Income? Pair Passion With Part-Time Work, Experts Say
The stark reality for many Americans is that Social Security and savings may not be enough to meet their retirement...
MassMutual Names New Financial Advisory, Annuity Leaders
Mike Fanning, who oversaw the firm’s sale of its retirement recordkeeping division to Empower, is set to retire.
New RIA Aims to Advise Plan Sponsors on Diligent Annuity Selection
Experts in the insurance and asset management industries have launched Annuity Research & Consulting to advise 401(k) plan sponsors and...
Investment Product and Service Launches
Allianz Life enhances variable annuities; Brighthouse Financial improves Shield Level Annuities Product Suite; and more.
LIMRA: Annuities Break Another Record in Q1, on Track for Record ’23
New PGIM research also signals a potentially larger market for the guaranteed income product.
Our 2023 PLANADVISER Vision Award Winners
The CFP Board and Kelli Hueler of Hueler Income Solutions are this year’s winners of the PLANADVISER Vision Awards.
Investment Product and Service Launches
MassMutual announces fund investing in diverse-led businesses; Pacific Life offers variable universal life product; and more.
Investment Focus
Advanced Offerings
A look at several examples of recent retirement income innovations.
In-Plan Annuity Offerings Gain Steam With Recordkeepers
Recordkeeper incorporation of in-plan retirement income annuities is poised to progress in ’23, according to industry players.
Adviser Product Partnerships
Lion Street delivers 401(k) management platform with Pontera; Annexus Retirement Solutions partners with iJoin; Capitalize powers rollovers for Robinhood Retirement...
Adviser Product Partnerships
Pacific Life and Templeton partner on lifetime income solutions; Transamerica, Cetera Financial Group debut group retirement plan solution; and UBS...
Retirement Industry People Moves
T. Rowe Price announces Shen as Chief Data Officer; New York Life Appoints Tillotson as Chief Compliance Officer; O'Brien named...
The PLANADVISER Interview: Anne Lester, TDF Pioneer, Debut Author
The former J.P. Morgan retirement solutions head discusses TDFs, retirement income, and her forthcoming book on financial wellness.