Honorable Mention
Former Wells Fargo managers take posts at Principal; Frank ‘Chip’ Gillis, Athene Holding’s co-founder, will retire at year-end; Vanguard outsources variable annuity administration to Transamerica.
Honorable Mention
Honorable Mention
Wink to provide insured product sales data by index; Participants are new to (and naïve about) investing: Schwab; iPipeline partners with Atidot, a data mining firm; Fidelity and asset...
Honorable Mention
Bank of America offers new hybrid advice model; Fidelity adds 150 new ETFs to its no-load ETF supermarket; Pacific Life taps Salesforce for CRM services; RetireUp can now model...
Honorable Mention
Generational views of retirement differ: TIAA; Stress on the Bank of Mom and Dad: Legal & General Group.
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
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;...
