Editorial Staff, Author at Retirement Income Journal

AIG, Innovator, and Reliance Standard announce new products

By Editorial Staff Fri, Mar 11, 2022

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

Breaking News

By Editorial Staff

Labor Department investigates Alight, a major recordkeeper; Timber Operators transfer $245 million in pension risks to Prudential; Lincoln enhances its flagship fixed indexed annuity; Price of pension risk transfer...

Published February 23, 2022

RetireOne partners with DFA, Midland National Life on stand-alone living benefit

By Editorial Staff Thu, Feb 17, 2022

Many RIAs would like to give their clients a lifetime income guarantee without cannibalizing their assets under management. A contingent deferred annuity, aka a stand-alone living benefit, lets them...

Published February 17, 2022

It’s Back: The Norcross-Walberg Bill to Make Annuities a 401(k) Default

By Editorial Staff

Under the bill, participants who are defaulted into an annuity must have 180 days before their premium becomes illiquid, and the participant must receive 30 days notice before the...

Published February 17, 2022

Athene launches new RILA: Amplify 2.0

By Editorial Staff

A 6-year term contract with a 10% downside buffer and a 0.95% annual segment fee can earn uncapped returns equal to 140% of growth in the S&P 500, an...

Published February 17, 2022

Breaking News

By Editorial Staff Thu, Feb 10, 2022

American Life & Security receives B++ rating from AM Best; SEC proposes more sunlight on private funds; Fidelity is accused of lax oversight of options and margins traders; Principal...

Published February 10, 2022

Rising interest rates will have diverse effects: Cerulli

By Editorial Staff

The impact of higher inflation, and higher discount rates, will be less severe on insurance company general accounts than on endowments and foundations, which benefit from low rates, the...

Published February 10, 2022

More Sources of ‘Bermuda Triangle’ Information

By Editorial Staff Thu, Feb 3, 2022

This week, McKinsey & Co. and Cerulli Associates weighed in on different aspects of the 'Bermuda Triangle' phenomenon. We provide links to and excerpts from their white papers, and...

Published February 3, 2022

Wink opens annuity data library to its subscribers

By Editorial Staff Tue, Feb 1, 2022

The library's wide range of content will include product and rider specifications, crediting rates, and side-by-side comparisons for annuities in Wink’s AnnuitySpecs database, said Wink CEO Sheryl Moore.

Published February 3, 2022

Breaking News

By Editorial Staff Thu, Jan 27, 2022

Voya to keep records for new pooled employer plan (PEP); MetLife announces 'significant' pension risk transfer deal in UK; SEC bolsters oversight of private funds; Public pensions are 85.5%...

Published January 27, 2022

Annuity sales in 2021 were highest since 2008: LIMRA SRI

By Editorial Staff

'We see growing interest in accumulation-focused FIA products, as investors seek principal protection with greater investment growth,” said Todd Giesing of the Secure Retirement Institute.

Published January 27, 2022

Target Practice: AIG and Milliman’s New Annuity

By Editorial Staff

AIG combines elements of a variable annuity, a registered index-linked annuity, and of Milliman's Defined Outcome ETFs into a series of Advanced Outcomes Annuities.

Published January 27, 2022

Private assets may be coming to Britain’s DC plans (at a price)

By Editorial Staff Thu, Jan 20, 2022

Buyout firms say they might reduce their usual 2% management fees if they can keep their performance-related payouts, which are contingent on meeting return targets.

Published January 20, 2022

TIAA Expands into 401(k) Plan Market

By Editorial Staff

Many firms are trying to add retirement income options to defined contribution plans at for-profit companies. TIAA, which invented the in-plan annuity for the non-profit world, intends to cross-over...

Published January 20, 2022

American Life & Security FIA adds ‘macro regime’ index

By Editorial Staff

Midwest Holdings has only about $77 million in market cap, but it wants to be on the leading edge of the 'convergence of insurance and investments.' Its American Life...

Published January 20, 2022

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Articles by Author: Editorial Staff

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

Breaking News

RetireOne partners with DFA, Midland National Life on stand-alone living benefit

It’s Back: The Norcross-Walberg Bill to Make Annuities a 401(k) Default

Athene launches new RILA: Amplify 2.0

Breaking News

Rising interest rates will have diverse effects: Cerulli

More Sources of ‘Bermuda Triangle’ Information

Wink opens annuity data library to its subscribers

Breaking News

Annuity sales in 2021 were highest since 2008: LIMRA SRI

Target Practice: AIG and Milliman’s New Annuity

Private assets may be coming to Britain’s DC plans (at a price)

TIAA Expands into 401(k) Plan Market

American Life & Security FIA adds ‘macro regime’ index

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