Search results for: volatility

The two financial firms are launching Prismic Life Reinsurance with $10 billion in reserves.

North American Company introduces Goldman Sachs index; Jackson enhances Perspective variable annuity benefit suite; Altruist launches multiple account bundling.

A federal court ruled there was no legal basis for complaints challenging the DOL’s compliance bulletin cautioning use of cryptocurrency in retirement plans.

AmericanTCs, Allianz come to market with in-plan annuities; Lincoln Financial upgrades its RILA to combat market volatility; Altruist adds multi-account onboarding; and more.

Payroll provider and investment manager cite goal of providing personalized retirement portfolio guidance to underserved small-employer market.

Requiring registered advisers to follow state-level ESG disclosure rules violates federal law, according to SIFMA’s lawsuit.

Plan sponsor interest in areas such as reenrollment, in-plan retirement income, and financial wellness programs have grown, finds JP Morgan Asset Management.   

Calculating the amount needed for retirement and identifying a retirement income stream are among the top needs for workplace savers, according to Schwab’s annual 401(k) participant survey.

Recordkeeper Principal reports SMB retirement plan growth and volatility among large plan sponsors, and Prudential's institutional retirement unit had pension risk transfer growth.

Franklin Templeton launches U.S. fixed-income ETF; PGIM announces collateralized loan obligation and active ETFs; Athene adds three fixed-income annuities.

BlackRock's annual survey of the retirement space also finds participants are interested in guaranteed income to help with retirement security.

The head of Prudential’s retirement strategy division discusses the firm’s key focus areas for getting guaranteed income annuities into participants’ savings.

Advisers also turned to personalized options such as direct indexing to stand out for clients. 

Savvy Wealth launches AI-powered adviser platform; MassMutual, Nationwide announce buffered annuities; and Touchstone launches ETF focused on securitized income.

PRTs are trending upward, but their relationship with private equity and non-traditional investments is drawing more scrutiny.

The investment giant has registered a Bermuda affiliate to focus on the booming pension risk transfer and retail annuity markets, according to a filing.

Gen Xers entered the workforce as pensions were fading and 401(k) plans were ‘primitive.’ Now they are closest to retirement but feel least ready for it, according to...

Market volatility also contributed to declines in average plan balances, contribution rates and overall plan participation, according to Alight.