Editorial Staff, Author at Retirement Income Journal

MassMutual platform to distribute Aspida Life fixed-rate annuities

By Editorial Staff Wed, Mar 13, 2024

The platform, Flourish, is a wholly owned and independently operated subsidiary of MassMutual. It serves more than 750 wealth management firms managing some $1.5 trillion in financial assets.

Published March 2024

Reinsurance on NAIC agenda this week

By Editorial Staff Tue, Mar 12, 2024

More news: Private ownership of life re/insurers may affect credit ratings, says Fitch; F&G issues its first RILA; American Equity Investment Life reports 2023 results; Global Atlantic closes $10bn...

Published March 2024

MetLife to offer income annuities on Fidelity’s platform

By Editorial Staff Mon, Mar 4, 2024

The MetLife solution enables participants at all savings levels to purchase an immediate income annuity through an insurer selected by their employer and annuitize any portion of their savings,...

Published March 2024

After record sales year for annuities, LIMRA predicts strong 2024

By Editorial Staff

For all of 2023, FRD annuity sales totaled $164.9 billion, up 46% from the record set in 2022, and more than triple the 2021 sales ($53.1 billion), according to...

Published March 2024

Annuity Sales Reach Record Highs, Again

By Editorial Staff Tue, Feb 6, 2024

'Economic conditions and growing demand for protected investment growth propelled fixed annuity sales to a remarkable $286.2 billion, a 36% jump from the record sales set in 2022,' said...

Published February 2024

Pension experts assess ‘OregonSaves’

By Editorial Staff Thu, Jun 23, 2022

Workers in industries and firms with low wages, volatile wages, and high turnover have trouble saving, even in state-sponsored, auto-enrolled Roth IRAs, research shows.

Published June 23, 2022

Breaking News

By Editorial Staff

Income Lab launches ‘Life Hub’; Ubiquity and Paycor announce 401(k) partnership; Amber Williams to lead Lincoln ESG initiatives.

Published June 23, 2022

Demographics and interest rate policy favor annuities: LIMRA

By Editorial Staff

The US population aged 65 or over is expected to grow by more than 8.5 million by 2026, LIMRA said. Individual annuity sales cluster around age 65.

Published June 23, 2022

Bermuda ‘confident’ in regulating reinsurers

By Editorial Staff Thu, Jun 16, 2022

Bermuda Premier David Burt responded to concerns of US Sen. Sherrod Brown (D-OH) about Bermuda's oversight of the $707 billion of life insurance and annuity assets reinsured on the...

Published June 16, 2022

Robo-advice settlement costs Schwab $185 million

By Editorial Staff Wed, Jun 15, 2022

'We are proud to have built a product that allows investors to elect not to pay an advisory fee in return for allowing us to hold a portion of...

Published June 16, 2022

Breaking News

By Editorial Staff

Aiming at inflation, the Fed tightens base rate by 0.75 percentage points; NWL and Achaean Financial introduce SPIA with upside; Protective Life and Michael Finke in retirement education co-venture;...

Published June 16, 2022

Nationwide is 13th life insurer nabbed by New York

By Editorial Staff Thu, Jun 9, 2022

To date, New York's industry-wide investigation has led to settlements with thirteen life insurance companies, totaling about $29 million in restitution and penalties.

Published June 9, 2022

How do 401(k) participants save? Vanguard knows.

By Editorial Staff

Vanguard released its 2022 edition of 'How America Saves,' a compendium of data on millions of Vanguard-administered 401(k) plan accounts. Of participants ages 65+, half had balances under $88k....

Published June 9, 2022

Breaking News

By Editorial Staff Fri, Jun 3, 2022

‘Constance,’ a CDA, gains new investment choices; Envestnet acquires 401kplans.com; Putnam repositions its target-date series for ESG; NIRS says retirement tax breaks are unfair; Alternatives can hedge inflation risk:...

Published June 3, 2022

Insurers get an edge from hedge funds in 2021

By Editorial Staff

The life/annuity segment saw its dollar exposure to hedge funds rise in 2021 by 14.0%, to $6.1 bn, and the property/casualty segment by 0.9% to $6.7 bn, following several...

Published June 3, 2022

Social Security’s solvency has improved

By Editorial Staff

Social Security paid benefits of $1.133 trillion in 2021. There were about 65 million beneficiaries at the end of the calendar year, according to the Social Security trustees' annual...

Published June 3, 2022

Life/annuity insurers lead surge into private equity investments

By Editorial Staff Thu, May 26, 2022

Roughly 58% of the insurance industry's exposure to private equity is through investments in leveraged buyout funds, according to a new AM Best report. Among insurers, MassMutual was most...

Published May 26, 2022

Breaking News

By Editorial Staff Wed, May 25, 2022

iCapital buys SIMON, fusing two fintech firms; Principal closes $25bn reinsurance deal; Securian Financial will be recordkeeper and PPP for WELLthBUILDER PEP; Nationwide is latest in New York's purge...

Published May 26, 2022

Fixed-Rate Annuities: First Quarter Favorites

By Editorial Staff

“FIA and RILA sales were both slightly down from the prior quarter. That might reflect some investor uneasiness about equity index-linked products,” said Todd Giesing, head of LIMRA Annuity...

Published May 26, 2022

Fortitude Re’s expansion continues

By Editorial Staff Thu, May 19, 2022

Fortitude Re bought Rx Life Insurance Company from Heritage Life. Now named 'Fortitude US Reinsurance Company,' and domiciled in Arizona, it will enable Bermuda-based Fortitude Re to offer clients...

Published May 19, 2022

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Articles by Author: Editorial Staff

MassMutual platform to distribute Aspida Life fixed-rate annuities

Reinsurance on NAIC agenda this week

MetLife to offer income annuities on Fidelity’s platform

After record sales year for annuities, LIMRA predicts strong 2024

Annuity Sales Reach Record Highs, Again

Pension experts assess ‘OregonSaves’

Breaking News

Demographics and interest rate policy favor annuities: LIMRA

Bermuda ‘confident’ in regulating reinsurers

Robo-advice settlement costs Schwab $185 million

Breaking News

Nationwide is 13th life insurer nabbed by New York

How do 401(k) participants save? Vanguard knows.

Breaking News

Insurers get an edge from hedge funds in 2021

Social Security’s solvency has improved

Life/annuity insurers lead surge into private equity investments

Breaking News

Fixed-Rate Annuities: First Quarter Favorites

Fortitude Re’s expansion continues

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