Editorial Staff, Author at Retirement Income Journal

Published September 27, 2018

People who worry about becoming a burden on family and people who are relatively less loss-averse are also more open to the idea of buying annuities, a study by...

New FIA bets on growth in aging-related industries (Duh!)

By Editorial Staff Fri, Sep 21, 2018

The Retirement Plus Multiplier Annuity issued by A-CAP insurers and distributor Saybrus Partners offer access to a Goldman-Sachs index that tracks healthcare and real estate companies that may benefit...

CFP quarterly debuts with article on managing longevity risk

"The Financial Planning Review will publish research that builds the financial planning body of knowledge," said Marilyn Mohrman-Gillis, executive director, CFP Board Center for Financial Planning.

Playing the ‘Newlywed Game’ with near-retirement couples

Couples on the brink of retirement often have different ideas about retirement but not know it, according to a new research paper from academics in Canada and the Netherlands....

New Fidelity TDFs are funds of active and passive funds

'We are introducing the Freedom Blend funds to meet the growing demand for a target-date strategy that incorporates active and passive investment capabilities in a single mutual fund,” said...

MassMutual stakes out thought-leadership in pension risk transfer services

Single premium PRT product sales in the United States were $23.9 billion in 2017, up from $13.7 billion in 2016, a 68% increase, a new MassMutual white paper said,...

Honorable Mention

Shlomo Benartzi to partner with Acorns, a financial wellness system; AIG acquires Glatfelter Insurance Group; Principal adds chat function for plan administrators and bolsters financial wellness offerings in its...

Fidelity Launches Two More Zero-Expense Funds

By Editorial Staff Thu, Sep 13, 2018

Fidelity now offers four zero expense ratio index funds: Zero Large-Cap Index, Zero Extended Market Index, Zero Total Market Index and Zero Total International Index funds.

Lincoln Financial to distribute new indexed annuity through Market Synergy Group

Lincoln's new Retirement Safeguard FIA features built-in lifetime income, including a benefit multiplier while saving for retirement, an option for increasing income in retirement, and an enhanced death benefit.

‘Pent-up demand’ lifted annuity sales in 2Q2018

'The Insured Retirement Institute has remained confident that annuities sales would rebound due to pent up demand for these solutions,' said IRI President and CEO Cathy Weatherford, in a...

iPipeline announces annuity distribution partnership

Under the alliance, BCS Insurance Agency will offer fixed and indexed annuities through Four Seasons Financial Group using iPipeline's 'SimplyAnnuity' tool.

Securian to offer “unitized model portfolios” to 401k plans

The unitized portfolios are positioned as more customizable than target date funds as qualified default investment alternatives in 401(k) plans.

Personal Capital launches tax-efficient drawdown tool

By Editorial Staff Thu, Sep 6, 2018

To arrive at personalized recommendations, the service integrates account level tax status, household tax filing status, and the latest state-by-state and federal tax date with a goal of extending...

With new pension policy, California links retirement income to global warming

Senate Bill 964, which was passed last week, requires CalPERS and CalSTRS to identify climate risk in their portfolios and report on that risk to the public and to...

Asset managers focus on advisor behavior: Cerulli

'Just 53% of practices with assets under management (AUM) between $50 million and $100 million in-source their investment decision making,' said Ed Louis, a senior analyst at Cerulli, in...

Honorable Mention

New Jackson National campaign depicts aging as beginning, not an end; T. Rowe Price’s new ad campaign explains its active management philosophy; Global Atlantic announces annuity product ‘overhaul.'

Published August 30, 2018

Ascensus’ TPA empire continues to grow

By Editorial Staff Thu, Aug 30, 2018

'This addition to Ascensus TPA Solutions goes a long way toward helping us build a national TPA,' said Jerry Bramlett, head of TPA Solutions at Ascensus.

Allianz Life leads in total sales of fixed deferred annuities: Wink

Published August 30, 2018

Indexed annuity sales for the second quarter were $17.3 billion; up nearly 22.0% when compared to the previous quarter, and up more than 18.4% when compared with the same period...

Net income of U.S. life/annuity industry drops in first-half 2018: A.M. Best