Editorial Staff, Author at Retirement Income Journal

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

DOL names new members of ERISA Advisory Council

By Editorial Staff

The 15-member council provides advice on policies and regulations affecting employee benefit plans governed by the Employee Retirement Income Security Act of 1974 (ERISA).

Published January 2025

Higher interest rates drive record number of pension transfers: LIMRA

By Editorial Staff

'Higher interest rates are driving companies to de-risk their pension liabilities to annuity providers. LIMRA expects this trend to continue through the rest of the year,' said Keith Golembiewski, assistant...

Published January 2025

MetLife and General Atlantic create ‘Chariot Re’ sidecar

By Editorial Staff

A flurry of news from MetLife regarding its Chariot Re 'sidecar' deal, its acquisition of PineBridge Investments and $100 billion in AUM, and its agreement to reinsure a $569...

Published January 2025

Retirement income is Kevin Crain’s comfort zone

By Editorial Staff

The new executive director of the Institutional Retirement Income Council, who is succeeding Michelle Richter-Gordon, brings decades of experience in the retirement industry to his new role. IRIC will...

Published January 2025

Bermuda Shorts

By Editorial Staff Mon, Dec 2, 2024

Corebridge loses $1.2 billion on Fortitude Re derivative; Brighthouse turns to reinsurance for capital support; Kuvare-owned life insurer enhances FIA; RGA sidecar raises $480 million in capital.

Published December 2024

Index-linked annuities lead sales surge: LIMRA

By Editorial Staff Mon, Nov 25, 2024

The overall sales leader was Athene Annuity & Life, with sales of $27.98 billion concentrated in fixed deferred annuities, followed by Corebridge, MassMutual, Allianz Life of U.S. and Equitable.

Published December 2024

Honorable Mention

By Editorial Staff

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

Sen. Warren Speaks Up for ‘Fiduciary Rule,’ Puts Down Annuity Sales Perks

By Editorial Staff Tue, Oct 1, 2024

Sen. Elizabeth Warren's (D-MA) new white paper details the sales incentives that annuity issuers offer insurance agents; the incentives, she says, show that the DOL's long-denied 'fiduciary rule' is...

Published October 2024

Private assets, reinsurance pose systemic risks, research warns

By Editorial Staff Mon, Sep 30, 2024

Life insurers’ exposure to risky assets and reliance on reinsurance raises concerns about their interconnectedness and complexity, research from the Bank of International Settlements shows.

Published October 2024

Briefs from the ‘Bermuda Triangle’

By Editorial Staff Sun, Sep 29, 2024

US insurers hold more private equity, but income on PE drops; State Street sued again for recommending Athene in PRT deals; State Street and Apollo to partner on distribution...

Published October 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

US life/annuity insurers cede $1.74 trillion to reinsurers, 2016-23

By Editorial Staff

New capital keeps flowing into the reinsurance segment, primarily via reinsurers owned by investment managers focused on annuity business, AM Best analysts write. These newer entrants co-insure assets that...

Published September 2024

Most annuities bought to reduce investment risk: LIMRA

By Editorial Staff Tue, Sep 3, 2024

'Most annuities are purchased as protection from investment risk, not for longevity risk,' LIMRA research chief Bryan Hodgens said. 'Most fixed index and RILA contracts are bought without a guaranteed...

Published September 2024

Wink’s Annuity Sales & Market Report, 2Q2024

By Editorial Staff

Athene USA was the annuity sales leader (overall market share of 8.2%; 11.9% for non-variable deferred annuities), followed by MassMutual, Corebridge Financial, Equitable Financial and Nationwide.

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

Private credit holdings of US life/annuity firms reach $1.7 trillion: AM Best

By Editorial Staff

Aside from providing new data, this article describes the 'Bermuda Triangle' strategy, and includes comments from an AM Best managing director.

Published August 2024

High rates drive high interest in annuities: LIMRA

By Editorial Staff Wed, Jul 31, 2024

'After years of ultra-low interest rates, LIMRA believes conservative investors, who were sitting on the sidelines reluctant to lock in low rates, have poured money into the market as...

Published August 2024

Articles by Author: Editorial Staff

Honorable Mention

DOL names new members of ERISA Advisory Council

Higher interest rates drive record number of pension transfers: LIMRA

MetLife and General Atlantic create ‘Chariot Re’ sidecar

Retirement income is Kevin Crain’s comfort zone

Bermuda Shorts

Index-linked annuities lead sales surge: LIMRA

Honorable Mention

Honorable Mention

Bermuda Shorts

Sen. Warren Speaks Up for ‘Fiduciary Rule,’ Puts Down Annuity Sales Perks

Private assets, reinsurance pose systemic risks, research warns

Briefs from the ‘Bermuda Triangle’

Honorable Mention

US life/annuity insurers cede $1.74 trillion to reinsurers, 2016-23

Most annuities bought to reduce investment risk: LIMRA

Wink’s Annuity Sales & Market Report, 2Q2024

Honorable Mention

Private credit holdings of US life/annuity firms reach $1.7 trillion: AM Best

High rates drive high interest in annuities: LIMRA

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