Plan Sponsors Want More Automatic Retirement Features to Help Unengaged Participants
A TIAA survey of 80 plan sponsors points to the need for plan sponsors, advisers and providers to provide a...
Tag: Annuities
Investment Product and Service Launches
Franklin Templeton launches U.S. fixed-income ETF; PGIM announces collateralized loan obligation and active ETFs; Athene adds three fixed-income annuities.
Prudential’s Three Pathways to In-Plan Retirement Income
The head of Prudential’s retirement strategy division discusses the firm’s key focus areas for getting guaranteed income annuities into participants’...
TIAA In-Plan Annuity Option Hits 250,000 Participants
The in-plan retirement income marker coincides with another record quarter for retail annuities, according to a separate report from LIMRA.
Investment Service and Product Launches
Savvy Wealth launches AI-powered adviser platform; MassMutual, Nationwide announce buffered annuities; and Touchstone launches ETF focused on securitized income.
EBSA Mulls Modifying PRT Rules
Many stakeholders advised the DOL on how to change fiduciary standards for annuity provider selection.
Allianz Finds Growing Interest in Annuities in Employer-Sponsored Retirement Plans
Meanwhile, Nationwide announces a new lifetime income annuity.
Fidelity Starts Reinsurer Focused on PRT, Retail Annuities
The investment giant has registered a Bermuda affiliate to focus on the booming pension risk transfer and retail annuity markets,...
Annuity Consultants Tout SPIAs as Best Income Option
Michelle Richter-Gordon and Mark Chamberlain are seeking adviser feedback on a digital guide touting the virtues of single premium immediate...
Just the facts
Just the Facts
Consumers Keep Flocking to Annuities After a record-breaking 2022, retail annuities surpassed all of their previous quarterly sales numbers since...
Lifetime Income for Employees Act Would Make It Easier to Use Annuities as QDIAs
The re-introduced House bill would permit annuities as 401(k) default, with a limit of 50% of retirement contributions.
Investment Product and Service Launches
Principal debuts registered index-linked annuity solution; Jackson enhances RILA suite; Prudential Advisors introduces fee-based annuities; and more.
Retirement Income Today: How Advisers Can Leverage GLWBs
In-plan annuity products are proliferating, but if advisers want an option today, they should know about the guaranteed lifetime withdrawal...
The Good Old Days: Was the Pension Era Really as Good as Its Reputation?
Experts point out the flaws in the often lauded 'pension past,' while discussing the benefits and potential of the 401(k)...
The ‘Other’ Retirement Income? Pair Passion With Part-Time Work, Experts Say
The stark reality for many Americans is that Social Security and savings may not be enough to meet their retirement...
MassMutual Names New Financial Advisory, Annuity Leaders
Mike Fanning, who oversaw the firm’s sale of its retirement recordkeeping division to Empower, is set to retire.
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...
Investment Product and Service Launches
Allianz Life enhances variable annuities; Brighthouse Financial improves Shield Level Annuities Product Suite; and more.
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.
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.