Tag: annuity

The agency says its regulation for qualified default investment alternatives is flexible enough to accommodate innovations in retirement products.

The Insured Retirement Institute filed comments urging the Department of Labor not to withdraw a longstanding safe harbor regulation.

The solution is intended to improve financial planning by integrating annuity options more directly into the modeling process.

He will transition from his current position leading retirement solutions to take the spot of the recently retired Eric Henderson.

The reliance on 401(k)s means retirement industry must turn attention to this group about 10 years from the traditional retirement...

Broadridge expert discusses two major types of insurance categories for guaranteed retirement payouts.

Ali Khawar added that insurance agents should be knowledgeable of the assets a client is giving up to buy an...

Pre-retirees expect greater retirement hurdles than their predecessors, according to Nationwide.

Supporters of the proposal say regulations are essential to protect retirement savers from conflicted advice.

Two industry players debate issues surrounding rollovers, annuity sales, and access for smaller accounts.

Equitable enhances flagship investment-only variable annuity; Vanguard expands ETF lineup; AllianceBernstein launches five active ETFs; and more.

Fears about both inflation risk and retirement income remain elevated, per annuities and insurance provider F&G.

Critics say the proposal recommended to states goes beyond the SEC’s Reg BI and endangers annuity products and educational materials.

Employee Fiduciary launches 401(k) fees calculator; Businessolver enhances MyChoice accounts HSA investment platform; BenchMine launches latest retirement plan insights; and...

The proposals would apply fiduciary status to one-time investment recommendations such as rollovers and annuity sales.

The PBGC also released new guarantee tables for different annuity types.

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

Former institutional investments distribution lead Tim Pitney will now focus on lifetime income features as default options in defined contribution...

Volatile markets amid high interest rates have driven asset growth on SS&C’s retirement income platform to more than $1 billion.