Tag: Annuities

Are you afraid of the dark? Plan sponsors have many concerns about their retirement plans and participants that could keep them up at night.

LPL Financial adopted an annuity visualizer by Lincoln Financial Group to help its advisers explain the benefits and the different rider options of annuities.    

Should retirement income products be offered inside defined contribution (DC) plans or as rollover solutions?

The Merrill Lynch Advisor Alliance program at Lincoln Financial Group has been expanded to include a group variable annuity and an enhanced net asset value-based program. 

Even through a waning rate environment, the relative attractiveness of annuitizing pension liabilities stayed stable.

The Principal Deferred Income Annuity, a new product, offers a flexible premium and the option to delay the start of income payments.

New York Life lowered the initial premium payment for its Guaranteed Future Income Annuity (GFIA), from $10,000, to $5,000.

Baby Boomers close to retirement prefer protection of their retirement savings over a risky return, a survey by Allianz Life Insurance Company of North America found.

Robin Gantz was hired by Towers Watson as a senior consultant in its retirement risk business.

Following the financial crisis, 56% of investors now believe it is entirely their responsibility to prepare for retirement, a Fidelity Investments survey finds.

Fred Reish, a partner at Drinker Biddle & Reath, the Los Angeles law firm, has launched fredreish.com, a blog about retirement regulation and compliance.

New research from Morningstar shows that delaying Social Security benefits can be valuable for retirees.

The majority of workers polled for the 2013 Retirement Confidence Survey (RCS) indicated support for guaranteed income options in their retirement plans.

While stable value funds are popular with retirement plan sponsors, more education about them is needed, a study found.

Annuity contracts can bring up several Employee Retirement Income Security Act (ERISA)-related issues that plan sponsors should consider.

Together with CMG Capital Management Group, Jefferson National has launched three new tactically managed model portfolios.

The investment lineup of Security Benefit Corporation’s EliteDesigns variable annuity has been expanded by 71 fund options to help advisers manage market volatility.

A study pinpoints guaranteed lifetime income options offered within defined contribution (DC) plans as an opportunity to address retirement security challenges.

A product education platform from CANNEX provides annuity and retirement income educational tools for advisers to use with clients in planning retirement income.

Symetra Life Insurance Company unveiled a Web-based retirement planning toolkit for advisers as part of a retirement planning education campaign.