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.
Best Candidates for Annuities
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.
Can Congress Help Change Sponsors’ Take on In-Plan Annuities?
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.
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.
Bill Would Provide New Safe Harbor for Annuity Provider Selection
U.S. Representatives introduced the Increasing Access to a Secure Retirement Act.