Compliance News Legislative and Judicial Actions Fiduciaries Get Final Win in Disney SuitA federal appellate court has affirmed a lower court decision in a lawsuit against...
Client Service March 20th, 2019 With LDI, DC Plans Can Address Individuals’ Retirement Obstacles LGIMA and TIAA executives predict individual investors will adopt some principles of “liability-driven investing” commonly practiced by pensions.
Data & Research October 25th, 2018 Americans in LIMRA Survey Prefer Lifetime Income Over Lump Sums More than half say they would prefer guaranteed income of $660 a month over a $120,000 lump sum, LIMRA SRI found in a survey.
The Markets September 20th, 2018 Exploring How Sponsors Can Offer Guaranteed Lifetime Income One option is through a profit sharing plan that invests the money in an annuity once a participant retires.
The Markets June 15th, 2018 24 Financial Service Companies Form Alliance for Lifetime Income The objective is to educate Americans about the importance of protected lifetime income solutions.
Client Service May 15th, 2018 Advisers Want Improved Annuity Options for Clients Three-quarters of advisers believe they understand annuities well, yet of that number, 62% say their clients do not.
Products May 10th, 2018 New Plan From OneAmerica Offers Participants Guaranteed Lifetime Income “OnePension is a good fit at the workplace for plan sponsors wanting to provide participants an annuity (guaranteed lifetime income) to ensure that employees, once their working career...
Data & Research April 12th, 2018 Single Female Retirees Worry the Most About Longevity Risk Forty percent of single retirees overall do not think their savings will be enough if they reach age 90.
Data & Research March 21st, 2018 Nearly Three-Quarters of Americans Value Guaranteed Income Seventy percent believe their advisers have a responsibility to discuss guaranteed lifetime income products with them.