Editorial Staff, Author at Retirement Income Journal

Honorable Mention

By Editorial Staff Thu, Jan 28, 2021

Sammons Financial buys $3 billion Ohio-based RIA/TAMP; MetLife unit completes pension risk transfer deal with Weyerhaeuser; Equitable publishes study on educators' retirement savings rates; National Guardian Life buys Everplans;...

Published January 28, 2021

US insurers’ exposure to CLOs passed $132 billion in 2019: AM Best

By Editorial Staff

The share of collateralized loan obligations in the fixed-income portfolios of life/annuity companies rose to 4.0% in 2019 from 2.7% in 2016, according to the ratings agency.

Published January 28, 2021

MassMutual buys Great American Life for $3.5 billion

By Editorial Staff

MassMutual was the sales leader in fixed-rate deferred annuities through the first nine months of 2020, with $5.18 billion in sales. This acquisition makes it an instant player in...

Published January 28, 2021

Honorable Mention

By Editorial Staff Wed, Jan 20, 2021

Life sales show new life in 2020, MIB Index shows; 'Excessive fee' lawsuit against Penn's 403(b) plan settles for $13 million; Metro-area businesses are expected to recover from Covid-related...

Published January 22, 2021

AM Best assesses variable annuity regulatory reforms

By Editorial Staff Thu, Jan 14, 2021

The NAIC's VA reforms 'will serve to diminish the noneconomic volatility..., but ongoing developments related to the pandemic will likely lead to more uncertainty, with potential increases in equity...

Published January 14, 2021

Economic Impact of DB Pension Expenditures in US, 2018

By Editorial Staff

Published January 14, 2021

Honorable Mention

By Editorial Staff Tue, Jan 12, 2021

Annuity distribution expert Scott Stolz joins SIMON; TIAA private equity affiliate raises $6.4 billion in new capital; MetLife unit in longevity reinsurance deals with Legal & General; Thrivent promotes...

Published January 14, 2021

Honorable Mention

By Editorial Staff Thu, Jan 7, 2021

Reports of reinsurance and other deals involving Empower, MassMutual, Ares Management, Unum, Global Atlantic, New York Life, Cigna, and Voya, with other news.

Published January 7, 2021

The ‘PEP’ era begins

By Editorial Staff Wed, Jan 6, 2021

Only 26% of 401(k) plan sponsors say they are at least “somewhat interested” in joining a pooled employer plan (PEP), according to new report from Cerulli Associates.

Published January 7, 2021

Honorable Mention

By Editorial Staff Thu, Dec 17, 2020

Retirement Income Journal takes a holiday break; Fed to buy at least $120 billion in bonds per month; Global Atlantic adds $8.5 billion in reinsurance deal; Roth IRA assets...

Published December 17, 2020

In line with SEC, DOL issues broker-friendly ‘best interest’ rule

By Editorial Staff

This version of the best interest rule reflects the spirit of the Trump administration. It is much more de-regulatory and less consumer-protective than the Obama administration’s 2016 best interest...

Published December 17, 2020

Income annuities are “best solution for DC plans”: Cerulli

By Editorial Staff Wed, Dec 9, 2020

But 64% of respondents to a Cerulli survey cited low demand for guaranteed retirement solutions—despite the 2019 SECURE Act’s provision of regulatory protections for offering annuities. Cerulli is also...

Published December 10, 2020

Honorable Mention

By Editorial Staff

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...

Published December 10, 2020

A List of Joe Biden’s Tax-related Campaign Proposals: Crowe

By Editorial Staff Wed, Dec 2, 2020

'Even if major tax legislation is unlikely, the executive branch has regulatory tools at its disposal to impact tax policies,' said Gary Fox, managing partner of tax services at Crowe....

Published December 3, 2020

Honorable Mention

By Editorial Staff

Aon PEP (pooled employer plan) opens in January; Life/annuity industry suffered sharp drop in net income in first nine months of 2020: AM Best; Morningstar to integrate ESG factors...

Published December 3, 2020

Retirement Clearinghouse receives investment from billionaire John C. Malone

By Editorial Staff

Malone, chairman of Liberty Media, says that RCH majority owner Robert L. Johnson, founder of Black Entertainment Television, convinced him of the importance of reducing leakage from qualified plans....

Published December 3, 2020

Are Target Date Funds the Perfect Vehicle for ‘In-Plan’ Annuities?

By Editorial Staff

'Nearly two-thirds (63%) of target-date managers suggest the first-quarter 2020 period of heightened market volatility will increase client demand for guaranteed investments,' according to a Cerulli Associates analyst.

Published December 3, 2020

This British fintech plans to invade US DC biz

By Editorial Staff Thu, Nov 26, 2020

Over the past few years, Smart has secured funding from Natixis IM, JP Morgan, LGIM and Australian administrator Link Group to secure a 'rapid international expansion.'

Published November 26, 2020

Honorable Mention

By Editorial Staff

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.

Published November 26, 2020

Annuity Sales Rebound in Third Quarter: WinkIntel

By Editorial Staff Wed, Nov 25, 2020

Annuity sales emerged from the shadows of COVID-19 in the third quarter. Sales of multi-year guarantee annuity contracts (MYGAs) and of structured annuities (RILAs) were up by double-digits from...

Published November 26, 2020

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Articles by Author: Editorial Staff

Honorable Mention

US insurers’ exposure to CLOs passed $132 billion in 2019: AM Best

MassMutual buys Great American Life for $3.5 billion

Honorable Mention

AM Best assesses variable annuity regulatory reforms

Economic Impact of DB Pension Expenditures in US, 2018

Honorable Mention

Honorable Mention

The ‘PEP’ era begins

Honorable Mention

In line with SEC, DOL issues broker-friendly ‘best interest’ rule

Income annuities are “best solution for DC plans”: Cerulli

Honorable Mention

A List of Joe Biden’s Tax-related Campaign Proposals: Crowe

Honorable Mention

Retirement Clearinghouse receives investment from billionaire John C. Malone

Are Target Date Funds the Perfect Vehicle for ‘In-Plan’ Annuities?

This British fintech plans to invade US DC biz

Honorable Mention

Annuity Sales Rebound in Third Quarter: WinkIntel

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