SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform
Volatile markets amid high interest rates have driven asset growth on SS&C’s retirement income platform to more than $1 billion.
Tag: Retirement Income
Cetera Taps Former Fidelity Exec Durbin as Parent Firm CEO
Mike Durbin given new CEO role with goal of ‘introducing adjacent capabilities and channels’ to Cetera’s adviser network.
Smart Raises $95M in PE Funding, Eyes Further Acquisitions
Aquiline Capital leads a funding round for the U.K.-based retirement technology firm with operations in the U.S., Europe, Middle East...
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...
The PLANADVISER Interview: Fiona Greig, Global Head of Investor Research and Policy, Vanguard
Research and policy expert Fiona Greig discusses moving from consumer spending and saving patterns to the world of long-term retirement...
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.
Designing a Plan Investment Menu in Unprecedented Times
Historic rises in inflation and matching interest rate hikes have meant a heightened focus for the often staid world of...
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.
Mandatory Retirement Not Serving Economy, According to Panel on Longevity
The current economy needs older workers, according to speakers at a conference on longevity with Thrive Global's Arianna Huffington.
State Street, Annexus Retirement Solutions Release TDF With Retirement Income Annuity
Firms partner on “set-it-and-forget-it” retirement investment that includes a guaranteed income annuity.
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.
Social Security Trust Fund May Fall Short One Year Earlier Than Expected
Social Security's largest trust fund may be depleted in 2034, one year earlier than previously estimated, according to its Board...
T. Rowe Price to Acquire Retirement Income Fintech Retiree, Inc.
Rowe Price plans to incorporate the retirement income planning software into its retirement offerings for advisers, plan sponsors, and participants.
The PLANADVISER Interview: Colbert Narcisse, TIAA
The product and business development leader discusses the opportunities and challenges of in-plan retirement income annuities in DC plans.
Principal Continues Focus on Asset Management, ‘Jet Fuel’ of the Business
CEO Dan Houston discusses recent moves furthering the firm's asset management focus.
Adviser Product Partnerships
Pacific Life and Templeton partner on lifetime income solutions; Transamerica, Cetera Financial Group debut group retirement plan solution; and UBS...
DB Pension Risk Transfers May Slow Due to Lack of Liquidity
Experts at last week’s PLANADVISER DB Summit discussed the challenges of transferring risk despite high interest rates.
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.