New Treasury Official Outlines Plans for Retirement Overhaul
J. Mark Iwry spoke to a National Press Foundation group about the Automatic IRA, the Saver's Credit and the R-Bond, which he hopes will work in unison to bring...
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The Longevity Opportunity
Is calling longevity a "risk" the best way to connect with our clients and prospects on this critical and often sensitive issue?, asks the chief operating officer of the...
NAVA Steps Up Its Lobbying Game
NAVA has moved from the Virginia suburbs to downtown Washington, the better to lobby Congress on behalf of annuity manufacturers and distributors. But the Association for Insured Retirement Solutions,...
Deloitte Maps the Future of Financial Services
Deloitte has a new patent pending product, Life Options, that would allow consumers to purchase insurance against capital market downturns and longevity risk.
“Outcome-Driven Investing” Is The Future, DWS Exec Says
The financial world has left the “Harry Markowitz” era where Modern Portfolio Theory and Monte Carlo projections reigned, says Philipp Hensler, CEO of U.S. distribution for DWS Investments.
Prudential Retirement Weds GLWB to TDF
The new offering, a group variable annuity called IncomeFlex Target or IFX Target, is designed to be fully automatic. If not exactly a “cradle-to-grave” plan for qualified plan participants,...
Mr. Indexed Annuity Goes To Washington
On a sultry afternoon in Washington, the Capitol looked stark, lonely, and forbidding. But NAFA members persevered in their long-planned "March to the Hill" to enlist legislators in...
Democrats Expected to Tweak, Not Scuttle, IRAs and 401ks
Speaking at LIMRA’s Retirement Industry Conference in Orlando on April 3, an attorney-lobbyist predicted that tax incentives for insurance and retirement products will undergo scrutiny by the White House...
Could Uncle Sam Guarantee a 5% Return for Life?
In a new report, authors at the Center for Retirement Research at Boston College (CRR) attempt to calculate how much it might cost to give American workers guaranteed an...
Study Assesses Market for “Unbundled” Living Benefits
“Guaranteed Retirement Income Beyond Annuities,” a new white paper from Annuity Insight, a unit of Strategic Insight, Inc., offers a 137-page, 50-exhibit analysis of Standalone Living Benefits (SALBs), which...
