Tag: in-plan guaranteed income

Products March 4th, 2021

Investment Product and Service Launches

Northern Trust partners with Two Sigma; Lockton and Morningstar team up to offer adviser managed accounts; and firms launch TDFs with guaranteed income.

January 14th, 2021

Best Candidates for Annuities

Individual circumstances determine whether an annuity is right for an individual, how much of their assets should be annuitized and which type of annuity is best.

Products July 23rd, 2020

Investment Product and Service Launches

Lincoln Financial Group releases new guaranteed lifetime income option; MUFG adds Broadridge loan tracker; and USI Advisors adds Investment Metrics portfolio solution.

December 19th, 2018

Can Congress Help Change Sponsors’ Take on In-Plan Annuities?

Experts believe the annuity provider selection safe harbor provision in the Retirement Enhancement and Savings Act could limit fiduciary liability for plan sponsors offering guaranteed income in their DC plans.

Client Service December 14th, 2018

Advisers, Providers and Sponsors View In-Plan Income Differently

According to Cerulli research, the various parties involved in the implementation of an in-plan retirement income solution are often not on the same page about basic terminology and definitions.

Client Service April 24th, 2018

Ways to Increase Retirement Savers’ Confidence

During a media call about the Employee Benefit Research Institute's latest Retirement Confidence Survey, sources shared ways retirement plan sponsors and advisers can help retirement savers feel more confident.

Compliance January 8th, 2018

Bill Would Provide New Safe Harbor for Annuity Provider Selection

U.S. Representatives introduced the Increasing Access to a Secure Retirement Act.