Editorial Staff, Author at Retirement Income Journal

Church-affiliated retirement plan adopts Pacific Life longevity annuity

By Editorial Staff Thu, May 19, 2022

'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

Who snagged the best investment results in 2021? Dalbar knows

By Editorial Staff

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

Breaking news

By Editorial Staff

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

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Articles by Author: Editorial Staff

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

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

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