Honorable Mention Archives - Retirement Income Journal

Private credit, reinsurance top the news

By Editorial Staff Wed, Sep 3, 2025

Bond analysts see pros and cons of alternatives in 401(k)s; Private credit funds attract revenue at record pace; Offshore reinsurance increases life insurer leverage: AM Best; Rising supply depresses...

Published September 2025

The Wheelhouse

By Editorial Staff Sat, May 31, 2025

Connecticut seeks buyers for insolvent PHL Variable; Offshoring of life insurer liabilities tops $1 trillion. News from: Empower and Sagard, MetLife, WinkIntel, Midland and Dimensional Fund Advisors, Brighthouse Financial,...

Published June 2025

Lockheed/Athene PRT Challenge Moves to Next Stage

By Editorial Staff Mon, Mar 24, 2025

April's items: Federal judge allows Lockheed/Athene pension lawsuit to proceed; U.S. PRT Deals Worth $51.8 billion in 2024: LIMRA; Higher rates a ‘double-edged sword’ for life insurers: ALIRT; ‘Personal...

Published April 2025

Honorable Mention

By Editorial Staff Wed, Feb 26, 2025

In sales, deferred annuities finish 'up' year with a 'down' quarter: WinkIntel; AM Best upgrades Lincoln’s credit outlook; Axonic and Hexure collaborate on Waypoint MYGA; Invst launches pooled employer...

Published March 2025

Honorable Mention

By Editorial Staff Fri, Jan 3, 2025

Nestimate publishes 'Retirement Income Landscape' chart; Fixed indexed annuity surrender rates have 'steadily increased," Milliman research shows; State Street and Verizon sued over pension risk transfer deal; Eldridge reorganizes,...

Published January 2025

Honorable Mention

By Editorial Staff Mon, Nov 25, 2024

Federal watchdog report briefly covers U.S. insurance industry; Fidelity's annuity platform adds rare Fidelity annuity; High surrender rates accompany high annuity sales, AM Best says; Greg Lindberg pleads guilty...

Published December 2024

Honorable Mention

By Editorial Staff Sun, Nov 3, 2024

Gainbridge, RetireOne to offer non-tax-deferred MYGA for RIAs; Income Lab launches new income planning tool; Schroders polls plan participants on appetite for private assets; Protective enhances its flagship variable...

Published November 2024

Bermuda Shorts

By Editorial Staff

Private credit sector growing fast: Financial Times; Venerable launches its own line-up of variable annuity insurance trusts.

Published November 2024

Honorable Mention

By Editorial Staff Wed, Sep 4, 2024

Top news items: GAO investigators go 'undercover' to study conflicts of interest; SEC charges six major ratings agencies with record-keeping lapses; How the commercial real estate bust could affect...

Published September 2024

Honorable Mention

By Editorial Staff Thu, Aug 1, 2024

Milliman to offer Hueler Income Solutions to its recordkeeping clients; Principal issues its second RILA; John Hurley joins Ibexis from Global Atlantic.

Published August 2024

Breaking News

By Editorial Staff Thu, Jun 23, 2022

Income Lab launches ‘Life Hub’; Ubiquity and Paycor announce 401(k) partnership; Amber Williams to lead Lincoln ESG initiatives.

Published June 23, 2022

Breaking News

By Editorial Staff Wed, Jun 15, 2022

Aiming at inflation, the Fed tightens base rate by 0.75 percentage points; NWL and Achaean Financial introduce SPIA with upside; Protective Life and Michael Finke in retirement education co-venture;...

Published June 16, 2022

Breaking News

By Editorial Staff Fri, Jun 3, 2022

‘Constance,’ a CDA, gains new investment choices; Envestnet acquires 401kplans.com; Putnam repositions its target-date series for ESG; NIRS says retirement tax breaks are unfair; Alternatives can hedge inflation risk:...

Published June 3, 2022

Breaking News

By Editorial Staff Wed, May 25, 2022

iCapital buys SIMON, fusing two fintech firms; Principal closes $25bn reinsurance deal; Securian Financial will be recordkeeper and PPP for WELLthBUILDER PEP; Nationwide is latest in New York's purge...

Published May 26, 2022

Breaking news

By Editorial Staff Thu, Apr 21, 2022

‘Bermuda Triangle’ on LIMRA conference agenda; AIG issues new five-year FIA for New York; Falling sales prompt Pacific Life to discontinue LTC products; DeSanto takes CEO reins at New...

Published April 21, 2022

Breaking News

By Editorial Staff Thu, Apr 14, 2022

MetLife launches 'private equity fund' platform; Inflation, war affect asset allocations at pension funds: bfinance; Eagle Life enhances index annuities; Elizabeth Heffernan joins Micruity.

Published April 14, 2022

Breaking news

By Editorial Staff Tue, Apr 5, 2022

US among countries with lowest fund fees: Morningstar; Old-age poverty scarier than death for the unretired: Allianz Life; American Funds and Morningstar partner for ‘Target Date Plus’; Prudential’s PRIAC...

Published April 7, 2022

Breaking News

By Editorial Staff Wed, Mar 30, 2022

Annexus and State Street partner on TDF with income rider; SEC seeks more SPAC disclosure; RetireOne hires McNeela and Cusack; SEC aims to regulate securities dealers, market makers; ‘Thematic...

Published March 31, 2022

Breaking News

By Editorial Staff Wed, Mar 23, 2022

Equitable to buy CarVal, a $14.3bn alt-assets manager; Life/annuity industry capital and surplus at year-end 2021: $444.5 bn; HealthView Services reports on rising medical costs; PBCG licenses insurer data...

Published March 24, 2022

AIG, Innovator, and Reliance Standard announce new products

By Editorial Staff Fri, Mar 11, 2022

AIG and Annexus co-launched X5 Accelerator, a fixed indexed annuity (FIA) with a lifetime income option; Innovator added 'Buffer Step-Up' strategies to its lineup of Managed Outcome ETFs, and...

Published March 11, 2022

Data Connection