Honorable Mention
Retirement plans cope better this year than in 2008-2009; Public pensions have shown “great resiliency” this year: Milliman; SPARK Institute elects new chair and vice-chair; TruChoice to distribute Jackson...
Honorable Mention
Honorable Mention
ARA weighs in on ‘lifetime income illustrations’ in 401(k) plans; Barbara Turner becomes Ohio National’s first female CEO; Congress should support PPP tax relief: AICPA.
Honorable Mention
Vermont grocers start a closed MEP 401(k); Lincoln will recordkeep; Forethought annuities now on SIMON platform; Surge in borrowing by life/annuity insurers: AM Best; Investing after the 2020 election:...
Honorable Mention
Mercer and Empower will partner on forthcoming ‘PEP’; New ‘structured outcome’ ETF from TrueMark; ‘Annuity Switchboard’ now available from Beacon Annuity Solutions; IRS publishes inflation adjusted limits for employers...
Honorable Mention
SEC to air October 26 public hearing on ‘Reg BI’; Plan participants want lifetime income options: Lincoln Financial; Pandemic creates anxiety about Social Security: Wells Fargo; Empower marks...
Honorable Mention
Protective’s new fee-based VA available at RetireOne; U.S. could save trillions in health care costs in coming decades: McKinsey; Vanguard adds new manager to its International Value Fund
Honorable Mention
SEC commissioners disagree over ‘finders’ exemption; New clients bring $148 billion to Fidelity in 2020; COVID-19 impact on long-term care insurance documented; Rate drought, bull market buffet private pensions:...
Honorable Mention
Mercer enhances U.S. Pension Buyout Index; CUNA offers new MYGA fixed annuity, ‘MaxProtect’; WINK unveils sales data portal.
Honorable Mention
New A-CAP 10-year FIA linked to Credit Suisse Momentum Index; PlanGap Annuity insures against Social Security failure; 80% of older Americans need financial advice: The American College; ‘Mercer Wise...
Honorable Mention
Retirement Income Journal takes a break; Explaining the stock market/real economy disconnect; MetLife Investment Management originates $6.2 billion in private placements; Jackson National creates insurance portal for ‘iRIAs’; DPL...
Honorable Mention
U.S. equity funds on pace for record outflows: Morningstar; Insurers remain vulnerable to bond downgrades: AM Best; 'Schwab Plan' web-based planning tool unveiled; Fidelity retirement accounts keep growing; Prudential...
Honorable Mention
Innovator launches ladder of buffered ETFs; Principal continues to integrate acquired Wells Fargo plans; Employees and employers see HSAs differently: Further; Variable annuities can shine in times like these:...
Honorable Mention
Net worth of $655k = Happiness, Schwab survey suggests; Athene to hold earnings call August 5; RIAs can now access Pacific Life fee-only annuities on the Orion platform; Fed...
Honorable Mention
COVID-19 exposes vulnerable populations: Prudential; Global Atlantic’s ratings unchanged by KKR deal; Vanguard introduces socially conscious bond ETF.
Honorable Mention
SIMON platform to offer Allianz Life fixed indexed annuities; Janus risk-managed index available in Global Atlantic FIA; Morningstar completes purchase of Sustainalytics; MetLife joins sustainability initiative; Life insurers’ real...
Honorable Mention
After the big deal, AM Best affirms ratings of Jackson National and Athene; Not many people talk to advisers about decumulation: Allianz Life; TIAA and Savi partner for student...
Honorable Mention
Hear the ‘Stones on iHeartRadio, courtesy of Alliance for Lifetime Income; AM Best says higher reserve requirements hurt life/annuity companies in 1Q2020; AIG adds factor-based global index to its...
Honorable Mention
DOL allows electronic communications to plan participants; Envestnet FIDx partners with RetireOne; What high-net-worth investors want: Cerulli; Lamarque promoted to general counsel at New York Life.
Honorable Mention
DPL Financial Partners will distribute no-commission VA from Transamerica; NextCapital to provide 'managed advice' to MassMutual plan participants; Great American enhances its Index Frontier contracts; Equitable enhances its flagship...
Honorable Mention
Money market funds win, alternatives lose in Q1 2020: Cerulli; Average tax-deferred retirement balance down 19% in Q1 2020: Fidelity; Lincoln Financial waives retirement plan withdrawal, loan fees; Kevin...
