Honorable Mention
iPipeline processes 240,000 annuity transactions in 2018; Duke University settles 'excessive fee' lawsuit; Oceanwide-Genworth merger moves ahead.
Honorable Mention
Honorable Mention
Advances in ‘A.I.’ favor direct channel growth: Cerulli; Securian offers new multi-year guaranteed annuity; Small employers warm to retirement plans: LIMRA; Citigroup settles 401(k) fiduciary lawsuit for $6.9 million.
Honorable Mention
Transamerica is sued by its own 401(k) participants; ETFs added $47 billion in November; Alight and Advizr in financial wellness partnership; AIG buys UK group life company.
Honorable Mention
Fed raises benchmark rate by 25 basis points; A.M. Best affirms the ‘A’ ratings of AXA Equitable Life; DPL Financial’s insurance platform for RIAs to offer no-commission Security Benefit...
Honorable Mention
Milliman launches “Account Lock” for participants; Principal appoints new president of Retirement and Income Solutions; Wells Fargo offers retirement planning resources to participants; Two executive appointments at Northwestern Mutual;...
Honorable Mention
Investors Heritage enters fixed annuity business, MassMutual names Carroll as new head of Workplace Distribution, TIAA Bank acquires leases and loans from GE Capital’s healthcare business.
Honorable Mention
RetireOne platform to offer Great American Index Protector 7 FIA; OneAmerica crosses $2bn mark in retirement plan sales; 401(k) balances reach new high-water marks: Fidelity; Empower offers new platform...
Honorable Mention
New CEO at Thrivent, Prudential announces $3.2 billion in pension risk transfer deals, new FIA for retirement savings from American Equity, Concord Coalition warns about growing federal deficit and...
Honorable Mention
Shlomo Benartzi to partner with Acorns, a financial wellness system; AIG acquires Glatfelter Insurance Group; Principal adds chat function for plan administrators and bolsters financial wellness offerings in its...
Honorable Mention
New Jackson National campaign depicts aging as beginning, not an end; T. Rowe Price’s new ad campaign explains its active management philosophy; Global Atlantic announces annuity product ‘overhaul.'
Honorable Mention
Allianz Life annuities join Envestnet platform, Aviva (U.K.) transfers pension risk to Prudential, Millennium Trust notes growth milestones, EY announces technology investment, leadership moves, Joe Celentano succeeds Dewey Bushaw...
Honorable Mention
Vanguard publishes 'How America Saves'; Milliman reports on rising pension funded ratios; Lincoln Financial adds financial wellness offering.
