Editorial Staff, Author at Retirement Income Journal

Who snagged the best investment results in 2021? Dalbar knows

By Editorial Staff Thu, Apr 21, 2022

Dalbar founder Lou Harvey's latest Quantitative Analysis of Investor Behavior shows how much more equity investors might have earned in 2021 if they had stuck to the fundamentals. But...

Published April 21, 2022

Breaking News

By Editorial Staff Thu, Apr 14, 2022

MetLife launches 'private equity fund' platform; Inflation, war affect asset allocations at pension funds: bfinance; Eagle Life enhances index annuities; Elizabeth Heffernan joins Micruity.

Published April 14, 2022

Net income of stock life/annuity firms tripled in 2021: AM Best

By Editorial Staff

'The persistent drag from low interest rates continues to impact margins, but ongoing growth in general account invested assets has pushed investment income higher,' said Best's analysts.

Published April 14, 2022

Prudential divests $31 billion block of in-force VAs

By Editorial Staff Tue, Apr 5, 2022

Prudential executive vice president and head of US Businesses Andy Sullivan said his company will focus on selling more of its “protected outcome solutions, like FlexGuard and FlexGuard Income.”

Published April 7, 2022

US among countries with lowest fund fees: Morningstar; Old-age poverty scarier than death for the unretired: Allianz Life; American Funds and Morningstar partner for ‘Target Date Plus’; Prudential’s PRIAC...

Published April 7, 2022

Advice is still a luxury item

By Editorial Staff

Either because they avoid advisers or advisers avoid them, about 80% of investors with less than $100,000 saved do not have a financial adviser, according to Cerulli. Fees are...

Published April 7, 2022

Breaking News

By Editorial Staff Wed, Mar 30, 2022

Annexus and State Street partner on TDF with income rider; SEC seeks more SPAC disclosure; RetireOne hires McNeela and Cusack; SEC aims to regulate securities dealers, market makers; ‘Thematic...

Published March 31, 2022

Goldman Sachs acquires NextCapital

By Editorial Staff

NextCapital, based in Chicago, is an open-architecture digital retirement advice provider that partners with US financial institutions. Terms of the acquisition were not disclosed.

Published March 31, 2022

‘SECURE 2.0’ Passes House, Moves to Senate

By Editorial Staff

Retirement industry stakeholders and their representatives praised the passage of the bill, HR 2954, which loosens the rules on RMDs and QLACs and clears the way for ETFs in...

Published March 31, 2022

Breaking News

By Editorial Staff Wed, Mar 23, 2022

Equitable to buy CarVal, a $14.3bn alt-assets manager; Life/annuity industry capital and surplus at year-end 2021: $444.5 bn; HealthView Services reports on rising medical costs; PBCG licenses insurer data...

Published March 24, 2022

Target-date fund assets grow to $3.27T: Morningstar

By Editorial Staff

Five providers control 79% of the target-date market: Vanguard, Fidelity, BlackRock, State Street, and American Funds, according to Morningstar's 2022 Target-Date Strategy Landscape report.

Published March 24, 2022

Deferred annuity sales reach $243 billion in 2021: Wink

By Editorial Staff Thu, Mar 17, 2022

The top selling annuity issuers by category were Jackson National (variable), Athene (indexed), Allianz Life (structured), and Global Atlantic (fixed-rate). Jackson and MassMutual were the top sellers of variable...

Published March 17, 2022

New MassMutual VA features RetirePay, an income rider

By Editorial Staff Wed, Mar 16, 2022

Best known as a fixed annuity specialist, MassMutual had just $11.7 billion in VA assets under management as of Sept. 30, 2021, according to Morningstar. Overall, MassMutual was ranked...

Published March 17, 2022

Life/annuity industry moving toward equilibrium: AM Best

By Editorial Staff Fri, Mar 11, 2022

The life/annuity industry is approaching an equilibrium between companies seeking 'to build a less capital-intensive business' and those with 'a capital-intensive business appetite,' the ratings agency said.

Published March 11, 2022

AIG, Innovator, and Reliance Standard announce new products

By Editorial Staff

AIG and Annexus co-launched X5 Accelerator, a fixed indexed annuity (FIA) with a lifetime income option; Innovator added 'Buffer Step-Up' strategies to its lineup of Managed Outcome ETFs, and...

Published March 11, 2022

For Jackson National Life, 2021 was a pivotal year

By Editorial Staff

In reporting its fourth quarter and full-year 2021 results, Jackson National Life marked its separation from Prudential plc, its listing on the New York Stock Exchange, and $3.2 billion...

Published March 11, 2022

How RIAs can stay ahead of the competition: Cerulli

By Editorial Staff Thu, Mar 3, 2022

Broker-dealers 'are impinging on what has historically been viewed as largely unique to the RIA channels—an independent, fee-based business centered on financial planning,' a new Cerulli Associates report says.

Published March 3, 2022

Raising Social Security age may be necessary, actuaries say

By Editorial Staff

Increases in US longevity point to a need to drive up the age for claiming full OASI benefits, says the American Academy of Actuaries. But the rich live longer...

Published March 3, 2022

Lawsuits against DOL won’t change client strategy: Reish

By Editorial Staff Thu, Feb 24, 2022

On February 2, the Federation of Americans for Consumer Choice sued the DOL in Texas federal court. In a second suit, the American Securities Association sued the DOL in...

Published February 23, 2022

Assets in TIAA’s custom RetirePlus TDFs cross $10 billion milestone

By Editorial Staff

TIAA's RetirePlus gives 403(b) plan participants access to a customized target date fund with an investment sleeve that can be turned into lifetime income.

Published February 23, 2022

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Articles by Author: Editorial Staff

Who snagged the best investment results in 2021? Dalbar knows

Breaking News

Net income of stock life/annuity firms tripled in 2021: AM Best

Prudential divests $31 billion block of in-force VAs

Breaking news

Advice is still a luxury item

Breaking News

Goldman Sachs acquires NextCapital

‘SECURE 2.0’ Passes House, Moves to Senate

Breaking News

Target-date fund assets grow to $3.27T: Morningstar

Deferred annuity sales reach $243 billion in 2021: Wink

New MassMutual VA features RetirePay, an income rider

Life/annuity industry moving toward equilibrium: AM Best

AIG, Innovator, and Reliance Standard announce new products

For Jackson National Life, 2021 was a pivotal year

How RIAs can stay ahead of the competition: Cerulli

Raising Social Security age may be necessary, actuaries say

Lawsuits against DOL won’t change client strategy: Reish

Assets in TIAA’s custom RetirePlus TDFs cross $10 billion milestone

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