Editorial Staff, Author at Retirement Income Journal

Life/health insurers see net quarterly operating income more the double

By Editorial Staff Thu, Jun 1, 2017

Bonds remains the industry's top invested asset class, but the proportion held in bonds declined as more money was invested in mortgage loans, which made up more than 11%...

Published June 1, 2017

Lincoln Financial’s new VA income rider offers rich benefits—with a catch

By Editorial Staff

There are 51 investment subaccounts, 25 asset allocation options and five asset allocation models. Within certain restrictions, the equity allocation can be as high as 80%.

Published June 1, 2017

Aspen Institute and LendUp sponsor events on ‘income volatility’

By Editorial Staff

Columbia, SC, will host the first event on June 1, 2017 at the South Carolina Bar Conference Center.

Published June 1, 2017

For big asset managers, average margins are down but AUM is up: DST

By Editorial Staff

Cumulative assets under management (AUM) for 15 large publicly-held firms grew 3.8% quarter-over-quarter, and 4.8% year-over-year to an all-time high of nearly $11 trillion ($10.999 trillion). BlackRock accounts for...

Published June 1, 2017

Indexed Annuity Sales by Issuer (First Quarter 2017)

By Editorial Staff Thu, May 25, 2017

Published May 25, 2017

Indexed annuity sales fall in first quarter: Wink

By Editorial Staff

New York Life was the overall top seller of non-variable deferred annuities, with a market share of 9.6%. Allianz Life retained its top ranking in indexed annuity sales with...

Published May 25, 2017

ETFs and alternatives offer hope amid soft variable annuity sales

By Editorial Staff

Despite the negative effect of the DOL fiduciary rule on VA sales to rollover IRA clients, “VAs will still represent an area of opportunity for liquid alternative asset managers,”...

Published May 25, 2017

High-profile dealmakers acquire Fidelity & Guaranty Life

By Editorial Staff

Harbinger Group sells indexed annuity issuer FGL to Chinh Chu and William P. Foley II.

Published May 25, 2017

Danes reject six-month increase in retirement age

By Editorial Staff

Danes born between 1956 and 1962 are entitled to receive a state pension at the age of 67. Under the plan that has now been dropped, this age would...

Published May 25, 2017

Bogoian to lead product development at Prudential Annuities

By Editorial Staff

Bogoian joins Prudential from Voya Financial (the former ING U.S.), where she was senior vice president of Retirement Products.

Published May 25, 2017

Retirement Next Gen Ad

By Editorial Staff Sun, May 21, 2017

Published May 18, 2017

Roll Over and Play Fair

By Editorial Staff Thu, May 18, 2017

The LIMRA Secure Retirement Institute's study of participant behavior around rollovers comes at a time when financial advisors need to talk about rollovers more carefully than in the past....

Published May 18, 2017

Fidelity expands 401k managed account business

By Editorial Staff

Fidelity announced this week that it will offer fiduciary managed account services to retirement plans that Fidelity is not the recordkeeper for--and where it will compete with managed account...

Published May 18, 2017

A mixed picture of life/annuity industry from A.M. Best

By Editorial Staff

'Earnings from individual annuities business were strong, up 63% from 2015, due mainly to the Federal Reserve’s 25-basis-point interest rate increase during the fourth quarter and the decline in...

Published May 18, 2017

Average 401(k) balances up 27% in five years: Fidelity

By Editorial Staff

The post-election equities rally and higher contributions drove the average Fidelity 401(k) balance to a record $95,500 and the average IRA balance to a record $98,100 the end of...

Published May 18, 2017

Mass Mutual has a new look

By Editorial Staff

In explaining the logic of the new look, MassMutual pointed to some of the financial stresses felt by various U.S. demographic groups, which reflect a lack of income, of...

Published May 18, 2017