Three-Quarters of Annuity Owners Confident About Ability to Retire on Time
Nationwide found annuity owners reported higher levels of retirement confidence, but a separate LIMRA study questioned how much clients know.
Tag: guaranteed lifetime income
For Retirement Security, Income Is the Outcome
Colbert Narcisse, the chief product and business development officer for TIAA, proposes a three-part framework to increase guaranteed lifetime income...
Prudential, LPL to Offer Insurance Overlay
Multiple Prudential insurance-based retirement products will be offered on LPL Financial’s wealth management platform.
TIAA’s RetirePlus In-Plan Income Option Reaches $30B
Assets jump on demand for guaranteed lifetime income; meanwhile, NAPA announces retirement income certificate program for advisers.
Pitney Now Heading TIAA’s Lifetime Income Default Unit
Former institutional investments distribution lead Tim Pitney will now focus on lifetime income features as default options in defined contribution...
Adviser Product Partnerships
Pacific Life and Templeton partner on lifetime income solutions; Transamerica, Cetera Financial Group debut group retirement plan solution; and UBS...
SECURE 2.0 Makes a Few Changes to Annuities
While not the focus of the bill, annuities gained increased flexibility and availability.
Annuities as Part of Target-Date Funds Grow in Popularity
Cerulli retirement research shows growing interest in TDFs with guaranteed income for plan sponsors’ lifetime income options among consultants.
Annuities’ Bad Rap
Research shows a link between a good comprehension of annuities and a more favorable view of the products; unfortunately, annuity...
Plan Design / Investments
Next-Level Options
How advisers can make strategies they know, work better.
Guaranteed Income Options May Boost Retirement Confidence
Interest in access to guaranteed lifetime income in retirement rose during the pandemic, but education and adoption has been slow.
Compliance Consult
Guaranteed Lifetime Income
Plan fiduciaries have a safe path to offering the products and features.
Participants May Be Hesitant to Invest in Lifetime Income Products
U.S. workers’ interest in putting money into investments that guarantee a portion of retirement income fell in 2021 from the...
Paper Offers Tutorial for Choosing DC Plan Lifetime Income Investments
Groom Law Group has published a guide that discusses fiduciary duties in the context of providing lifetime income options within defined contribution plans.
Investment Product and Service Launches
PGIM Investments to acquire Green Harvest Asset Management; ProShares launches first U.S. Bitcoin-linked ETF; Pacific Life introduces Invesco V.I. defined...
Investment Product and Service Launches
Broadridge enhances fiduciary toolkit for advisers; GoalPath makes managed accounts available on iJoin; BlackRock announces option to include annuities in...
Employees and Employers Are Paying Attention to Annuities
Research from SRI anticipates the annuity market to grow as much as 30% by 2025.
Next-Generation Retirement Plans Will Deliver Customized Retirement Income Solutions
PGIM says evolving technology will enable plan sponsors and advisers to deliver on this promise.
Despite Reservations, Sponsors’ Interest in Annuities is Growing
Advisers should be educated about annuities and how to analyze them to help plan sponsors decide the best products to...
The Role of Guaranteed Minimum Benefit Riders in In-Plan Annuities
With some riders, participants can enjoy the upside of the market with downside protection.