Editorial Staff, Author at Retirement Income Journal

Top-Selling Annuity Contracts, First Qtr 2021

By Editorial Staff Thu, Jun 17, 2021

Wink's first-quarter sales data showed that Perspective II from Jackson National, the Allianz Benefit Control Annuity, and Prudential's FlexGuard contract were the best-sellers in their respective product categories.

Published June 17, 2021

Investors Sought ‘Cheaper, More Cyclical’ Stocks in May: Morningstar

By Editorial Staff

US equity fund flows were quiet for the second consecutive month. After taking in a record $54 billion in March, inflows were just $211 million in May, according to...

Published June 17, 2021

Vanguard publishes 2021 ‘How America Saves’

By Editorial Staff

In this 20th annual survey of its own 1,700 retirement plans and 4.7 million participants, the full-service plan provider and fund giant offers a detailed snapshot of plan design...

Published June 17, 2021

Honorable Mention

By Editorial Staff

Prudential ‘FlexGuard’ RILA adds income feature; Americans seek more ‘holistic’ view of their finances: Franklin Templeton poll; Riskalyze and RightCapital report ‘seamless integration’; Voya certified in ESG by...

Published June 17, 2021

AM Best’s outlook for the annuity industry: Negative

By Editorial Staff

'The negative market segment outlook is due to the persistent low interest rate environment, operating margin pressure and organic growth challenges,' a new AM Best report said.

Published June 17, 2021

Honorable Mention

By Editorial Staff Thu, Jun 10, 2021

Nationwide annuities join SIMON’s shelf ; 2021 starts better for life/annuity industry than 2020 did: AM Best; “Extended care” requires as much planning as “long-term care”: Thrivent; Modern Woodmen in...

Published June 10, 2021

Cryptocurrencies available in ForUsAll retirement plans

By Editorial Staff

'By introducing the Alt 401(k), we are democratizing access to what drives wealth for the wealthy - alternative investment options, combined with our original core offering of low-cost index...

Published June 10, 2021

Honorable Mention

By Editorial Staff Fri, Jun 4, 2021

Annuity sales will rebound in 2021: Secure Retirement Institute; ‘Income-oriented’ models are a growth category: Cerulli; Equitable and Venerable close transaction.

Published June 4, 2021

A close look at ‘collective defined contribution’ plans

By Editorial Staff Thu, May 27, 2021

A timely new white paper from the Center for Retirement Initiatives at Georgetown University makes a case for these retirement plans, which try to blend elements of defined benefit...

Published May 27, 2021

Honorable Mention

By Editorial Staff

Strength helps insurers withstand volatility: AM Best; T. Rowe Price announces fund fee reductions and a new TDF series; $13 million settlement in high-fee suit against Columbia's 403(b) plan;...

Published May 27, 2021

US Equity Flows Cool Down in April: Morningstar

By Editorial Staff Thu, May 20, 2021

After record inflows of $54 bn in March, US equity funds shed over $500 million in April. Large-blend funds saw roughly flat net flows in April after collecting $25...

Published May 20, 2021

24 billion trades recorded on last January 27: Cerulli

By Editorial Staff

The infamous short-squeeze craze of 2021, led by Millennial and Gen-Z investors on Reddit, led to an average of 15 billion trades per day executed in January 2021.

Published May 20, 2021

Honorable Mention

By Editorial Staff

Under proposed bill, non-profits could join PEPs; NY ruling on Reg 187 could help life sales: AM Best; Jason Fichtner named chief economist at Bipartisan Policy Center; John Thiel...

Published May 20, 2021

Fidelity’s average 401(k) balance: $123,900

By Editorial Staff Thu, May 13, 2021

The average 401(k) employer contribution rate was 4.6%, and the average contribution was $1,720. Among 403(b) accounts, the average employer contribution was 4.1% and the average amount was $3,000.

Published May 13, 2021

Structured annuity (RILA) sales volume up 89% in 1Q2021: LIMRA SRI

By Editorial Staff

'RILAs offer better pricing than indexed annuities to investors looking to mitigate downside risk and enjoy potential investment growth as the bull market continues,' said Todd Giesing of LIMRA...

Published May 13, 2021

Honorable Mention

By Editorial Staff Thu, May 6, 2021

SPCG, a new consulting group, focuses on structured products; MassMutual and Arconic Corp in $1 billion pension risk transfer deal; ‘Jackson Financial’ appoints new directors; Allianz adds 'auto lock'...

Published May 6, 2021

Expect RILAs to outsell FIAs by 2024: Wink

By Editorial Staff

'At the current pace, sales of structured annuities (aka registered index-linked annuities or RILAs) will have climbed higher than those of indexed annuities at a comparable point in the...

Published May 6, 2021

Honorable Mention

By Editorial Staff Thu, Apr 29, 2021

MassMutual inks $200m deal with venture fund; Chip Castille’s fintech startup gets $2.75m infusion; Silvur has a financial wellness app; New York Life to aid low-income communities.

Published April 29, 2021

Prudential closes $8.4 billion pension reinsurance deal

By Editorial Staff

'We see the use of a third-party onshore UK-regulated insurer as limited recourse intermediary as the logical next step in de-risking solutions,' Prudential's Rohit Mathur said.

Published April 29, 2021

Honorable Mention

By Editorial Staff Thu, Apr 22, 2021

Pentegra launches Pooled Employer Plan; Betterment’s AUM rises to $29 billion; Symetra creates its own RIA; Ubiquity adds ESG options to 401(k) investment lineup.

Published April 22, 2021

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Articles by Author: Editorial Staff

Top-Selling Annuity Contracts, First Qtr 2021

Investors Sought ‘Cheaper, More Cyclical’ Stocks in May: Morningstar

Vanguard publishes 2021 ‘How America Saves’

Honorable Mention

AM Best’s outlook for the annuity industry: Negative

Honorable Mention

Cryptocurrencies available in ForUsAll retirement plans

Honorable Mention

A close look at ‘collective defined contribution’ plans

Honorable Mention

US Equity Flows Cool Down in April: Morningstar

24 billion trades recorded on last January 27: Cerulli

Honorable Mention

Fidelity’s average 401(k) balance: $123,900

Structured annuity (RILA) sales volume up 89% in 1Q2021: LIMRA SRI

Honorable Mention

Expect RILAs to outsell FIAs by 2024: Wink

Honorable Mention

Prudential closes $8.4 billion pension reinsurance deal

Honorable Mention

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