Tag: Annuities

Users of the web-based retirement planning platform RetireUp are now able to model and illustrate fixed-income annuities from Allianz Life Insurance Company directly within client retirement income models. 

After seeing their pension risk transfer lawsuits dismissed in both district and circuit court, tens of thousands of former Verizon employees hope SCOTUS will have more sympathy. 

It may be time to revisit standard income replacement rates, says a research paper.

The association wants to help sponsors better prepare participants for retirement.

Academics working with the Michigan Retirement Research Center have carefully developed a new retiree spending model showing singles tend to have higher medical spending in retirement vs. their...

Retirement plan participants are slowly but surely gaining better access to lifetime income products, according to new reporting from the Insured Retirement Institute. 

Assistant professor at the University of Missouri suggests advisory clients’ decisionmaking is often impaired by cognitive decline—putting the impetus on advisers to watch for clients’ mental dips.

The third quarter of 2015 was the first time $3 billion in pension buy-out sales were recorded in consecutive quarters.

Dimensional Fund Advisors launches TDF solution; Morningstar acquires Total Rebalance Expert; Morgan Stanley adds CreditSights to online adviser portal; and AB reveals holistic annuity fiduciary service. 

Fixed-indexed annuities are posing a threat to traditional variable annuities, according to new research from Cerulli Associates.

Following tax reform in Denmark, employers changed their contributions to retirement accounts in step with employees’ savings changes.

Two in three older advisory clients are seeking help with income planning, but only one-third of financial professionals actively advise about indexed annuities.

Principal Pension Builder offers participants an income stream for life.

Head of insurance solutions at Lincoln Financial Distributors suggests advisers have as much to gain from education around long-term care planning as clients do. 

Academic scholar and adviser to the Georgetown Center for Retirement Initiatives shares his ideas for creating state-supported “individual DBs” to bring workplace retirement benefits to more private-sector workers.

New products and services this week include index crediting strategies from Voya Financial and the uptake of PFaroe by NEPC.

Expanded institutional trading capabilities from CAPIS and Invest ‘n Retire; an investment-focused variable annuity from Nationwide; a multi-asset income fund from Fidelity; and a flexible QLAC from New...

EBRI found that, even at today’s historically low interest rates, the transfer of longevity risk provides a significant increase in retirement readiness for those who live the longest.