Honorable Mention
Securian to offer individual annuities in the bank channel; 'Bucketing' software, by subscription, for professionals and amateurs; Loans from 401(k)s still declining: T. Rowe Price.
Honorable Mention
Honorable Mention
UK pensions race to de-risk before Brexit; 'The environment' ranks low when choosing investments: Allianz Life; OASDI reserves rise $3 billion and gain a year of viability; CBO expects...
Honorable Mention
Great American launches two three-year FIAs; Allianz Life backs a structured note platform; Guilbert becomes division president at Symetra Life; Broadridge to buy TD Ameritrade retirement unit.
Honorable Mention
IRI issues 4Q 2018 annuity sales report; iPipeline favors “best interest” rule in New York; Vestwell, a retirement plan fintech, raises $30 million; Vanguard brings new active commodities fund...
Honorable Mention
Ubiquity raising $19 million to finance small plan recordkeeping software; Gen-Xers are a lost generation in the workplace: MetLife; Betsy Palmer takes top communications job at AIG; New 3.05%...
Honorable Mention
Global Atlantic and RiverSource complete reinsurance deal; Empower Retirement partners with advisory firms on 401(k) managed accounts; Among women, good intentions about retirement go unfulfilled: Lincoln; Life/annuity industry income...
Honorable Mention
Prudential promotes “sidecar” savings plan for emergencies; Student loan payments are eligible for partial match in Travelers 401(k) plan; Athene attributes losses to adverse interest rate, equity market conditions.
Honorable Mention
Nick Lane becomes president of AXA Equitable Life; MassMutual reports record revenues for 2018; 'Alexa, What's my Principal Flash Briefing?'; eMoney launches Foundational Planning; Ricki Ingalls joins Retirement Clearinghouse.
Honorable Mention
Murphy succeeds Reynolds at Great-West, Investors flock to emerging market ETFs: TrimTabs, AIG garners DALBAR awards.
Honorable Mention
Sweeping bipartisan retirement bill reintroduced; OneAmerica and Broadridge create Collective Investment Trust data resource; Empower launches Snapchat and Instagram campaigns; Equity funds rebound in January: TrimTabs; Oregon auto-IRA program...
Honorable Mention
In Georgia (Europe), auto-enrollment faces legal challenge; Investors start to sweat over global warming: MSCI.
Honorable Mention
iPipeline processes 240,000 annuity transactions in 2018; Duke University settles 'excessive fee' lawsuit; Oceanwide-Genworth merger moves ahead.
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...
