Tag: Annuities

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.

Russell has developed new research offering guidance about how plan sponsors can overcome selection ambiguity when evaluating in-plan guaranteed income solutions.

Benefits, risks and regulation that varies from state to state can make choosing annuities with guaranteed lifetime withdrawals tricky for older Americans.

Security Benefit Corporation released a series of reports suggesting fixed indexed annuity (FIA) products increase potential for retirement success.

Interest in annuities is growing as consumers demand guaranteed lifetime income in the face of challenging economic conditions, according to a report.

Working with an adviser and performing key retirement planning activities improve pre-retirees’ outlooks, a study suggests.

While Baby Boomers participating in pension plans may feel more flexibility around their expected retirement date, nearly half still expect to retire with debt.