Editorial Staff, Author at Retirement Income Journal

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

By Editorial Staff Thu, Jun 9, 2022

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

Church-affiliated retirement plan adopts Pacific Life longevity annuity

By Editorial Staff

'We are honored to be selected as the provider for the QLAC portion of the LifeStage Retirement Income program,' said Ruth Schau, senior director of Pension Solutions for Pacific...

Published May 19, 2022

Envestnet and Kestra co-launch platform for plan advisers

By Editorial Staff Thu, May 12, 2022

Envestnet's cloud-based platform supports more than 108,000 advisors and 6,000 companies. Kestra Financial, based in Austin, Texas, is part of Kestra Holdings.

Published May 12, 2022

Annuity providers report 1Q2022 performance

By Editorial Staff

Jackson National Life reported almost $200 million in sales of its new registered index-linked annuity in the first quarter. Equitable's RILA, launched over a decade ago, took in about...

Published May 12, 2022

Fed’s stability report assesses life insurers

By Editorial Staff

Over the last decade, life insurers increased the share of risky, illiquid assets on their balance sheets, according to the Federal Reserve's annual Financial Stability Report.

Published May 12, 2022

In the UK, private equity finds a NEST-ing ground

By Editorial Staff Thu, May 5, 2022

NEST has been at the forefront of UK’s auto-enrolled master trusts expansion into illiquid assets, but some doubted a private equity manager would work for a low expense ratio.

Published May 5, 2022

USAA inked a pair of reinsurance deals in 2021

By Editorial Staff Wed, May 4, 2022

USAA, a reciprocal insurer, completed reinsurance transactions with Commonwealth Annuity and Life and Fortitude Re, according to its 2021 annual statements.

Published May 5, 2022

Annuity sales on pace for another $250bn year

By Editorial Staff

'Both fixed indexed annuities and fixed-rate deferred products benefited from the significant interest rate increases in the first quarter,” said Todd Giesing, assistant vice president, SRI Annuity Research (in...

Published May 5, 2022

‘Bermuda Triangle’ news

By Editorial Staff Fri, Apr 29, 2022

FNF 'dividends' 15% of F&G Annuities & Life stock to shareholders; Ares Management announces $40 billion in lending commitments; Athene gets ‘Excellent’ strength rating from AM Best; KKR closes...

Published April 28, 2022

Finke report touts benefits of ‘contingent deferred annuities’

By Editorial Staff

A CDA 'unbundles' the two main parts of a variable annuity with a living benefit: the investments and the income guarantee. It gives advisors more investment flexibility than VA...

Published April 28, 2022

Holy satoshi! Fidelity blesses bitcoin for 401(k)s

By Editorial Staff

But "plan sponsors are overwhelmingly not considering, and will not consider, cryptocurrency a prudent investment option in a retirement plan," a Plan Sponsor Council of America survey shows.

Published April 28, 2022

Investors play wait-and-see: Morningstar

By Editorial Staff Thu, Apr 21, 2022

High-yield bond funds saw a $27.8 billion exodus in March. Large-blend funds, including S&P 500 Index funds, took in $26.5 billion to lead all Morningstar Categories.

Published April 21, 2022

Breaking news

By Editorial Staff

‘Bermuda Triangle’ on LIMRA conference agenda; AIG issues new five-year FIA for New York; Falling sales prompt Pacific Life to discontinue LTC products; DeSanto takes CEO reins at New...

Published April 21, 2022

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Articles by Author: Editorial Staff

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

Church-affiliated retirement plan adopts Pacific Life longevity annuity

Envestnet and Kestra co-launch platform for plan advisers

Annuity providers report 1Q2022 performance

Fed’s stability report assesses life insurers

In the UK, private equity finds a NEST-ing ground

USAA inked a pair of reinsurance deals in 2021

Annuity sales on pace for another $250bn year

‘Bermuda Triangle’ news

Finke report touts benefits of ‘contingent deferred annuities’

Holy satoshi! Fidelity blesses bitcoin for 401(k)s

Investors play wait-and-see: Morningstar

Breaking news

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