Editorial Staff, Author at Retirement Income Journal

Global Atlantic to reinsure Ameriprise annuities

By Editorial Staff Thu, Jul 1, 2021

Under the agreement, Ameriprise’s subsidiaries will transfer $8 billion worth of annuity assets and liabilities to Global Atlantic’s subsidiaries. Global Atlantic will pay Ameriprise $700 million for the contracts.

Published July 1, 2021

Frequency of Withdrawal Commencement from VA-GLWB Contracts

By Editorial Staff

Published July 1, 2021

Principal Financial shrinks its exposure to retail annuities

By Editorial Staff

The company said it 'will fully exit US retail fixed annuities— discontinuing new sales of its deferred annuities, payout annuities, indexed annuities—and will pursue strategic alternatives, including divestiture, of...

Published July 1, 2021

More Plan Sponsors Want to Keep Retiree Accounts: Cerulli

By Editorial Staff Wed, Jun 23, 2021

For years, people have been rolling their DC plan assets over to brokerage IRAs at retirement. Many plan providers hated to lose the managed money, but plan sponsors were...

Published June 24, 2021

Insurers increase their private equity holdings: AM Best

By Editorial Staff

Low interest rates, mild inflationary environments and the prospects for higher investment yields are tailwinds for private equity investments. But financial stress in the markets or severe public...

Published June 24, 2021

Honorable Mention

By Editorial Staff

Principal's new pooled employer plan Is growing quickly; 'Personal Retirement Strategy' will support Bank of America plan participants; Allianz Life survey reveals hot-button personal finance issues; Tom Smith will...

Published June 24, 2021

Feds block Aon’s bid for Willis Towers Watson

By Editorial Staff Thu, Jun 17, 2021

In suing to block the mega-merger, the Justice Department said the merged firms could 'use their increased leverage to raise prices and reduce the quality of products relied...

Published June 17, 2021

Top-Selling Annuity Contracts, First Qtr 2021

By Editorial Staff

Wink's first-quarter sales data showed that Perspective II from Jackson National, the Allianz Benefit Control Annuity, and Prudential's FlexGuard contract were the best-sellers in their respective product categories.

Published June 17, 2021

Investors Sought ‘Cheaper, More Cyclical’ Stocks in May: Morningstar

By Editorial Staff

US equity fund flows were quiet for the second consecutive month. After taking in a record $54 billion in March, inflows were just $211 million in May, according to...

Published June 17, 2021

Vanguard publishes 2021 ‘How America Saves’

By Editorial Staff

In this 20th annual survey of its own 1,700 retirement plans and 4.7 million participants, the full-service plan provider and fund giant offers a detailed snapshot of plan design...

Published June 17, 2021

Honorable Mention

By Editorial Staff

Prudential ‘FlexGuard’ RILA adds income feature; Americans seek more ‘holistic’ view of their finances: Franklin Templeton poll; Riskalyze and RightCapital report ‘seamless integration’; Voya certified in ESG by...

Published June 17, 2021

AM Best’s outlook for the annuity industry: Negative

By Editorial Staff

'The negative market segment outlook is due to the persistent low interest rate environment, operating margin pressure and organic growth challenges,' a new AM Best report said.

Published June 17, 2021

Honorable Mention

By Editorial Staff Thu, Jun 10, 2021

Nationwide annuities join SIMON’s shelf ; 2021 starts better for life/annuity industry than 2020 did: AM Best; “Extended care” requires as much planning as “long-term care”: Thrivent; Modern Woodmen in...

Published June 10, 2021

Cryptocurrencies available in ForUsAll retirement plans

By Editorial Staff

'By introducing the Alt 401(k), we are democratizing access to what drives wealth for the wealthy - alternative investment options, combined with our original core offering of low-cost index...

Published June 10, 2021

Honorable Mention

By Editorial Staff Fri, Jun 4, 2021

Annuity sales will rebound in 2021: Secure Retirement Institute; ‘Income-oriented’ models are a growth category: Cerulli; Equitable and Venerable close transaction.

Published June 4, 2021

A close look at ‘collective defined contribution’ plans

By Editorial Staff Thu, May 27, 2021

A timely new white paper from the Center for Retirement Initiatives at Georgetown University makes a case for these retirement plans, which try to blend elements of defined benefit...

Published May 27, 2021

Honorable Mention

By Editorial Staff

Strength helps insurers withstand volatility: AM Best; T. Rowe Price announces fund fee reductions and a new TDF series; $13 million settlement in high-fee suit against Columbia's 403(b) plan;...

Published May 27, 2021

US Equity Flows Cool Down in April: Morningstar

By Editorial Staff Thu, May 20, 2021

After record inflows of $54 bn in March, US equity funds shed over $500 million in April. Large-blend funds saw roughly flat net flows in April after collecting $25...

Published May 20, 2021

24 billion trades recorded on last January 27: Cerulli

By Editorial Staff

The infamous short-squeeze craze of 2021, led by Millennial and Gen-Z investors on Reddit, led to an average of 15 billion trades per day executed in January 2021.

Published May 20, 2021

Honorable Mention

By Editorial Staff

Under proposed bill, non-profits could join PEPs; NY ruling on Reg 187 could help life sales: AM Best; Jason Fichtner named chief economist at Bipartisan Policy Center; John Thiel...

Published May 20, 2021

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Articles by Author: Editorial Staff

Global Atlantic to reinsure Ameriprise annuities

Frequency of Withdrawal Commencement from VA-GLWB Contracts

Principal Financial shrinks its exposure to retail annuities

More Plan Sponsors Want to Keep Retiree Accounts: Cerulli

Insurers increase their private equity holdings: AM Best

Honorable Mention

Feds block Aon’s bid for Willis Towers Watson

Top-Selling Annuity Contracts, First Qtr 2021

Investors Sought ‘Cheaper, More Cyclical’ Stocks in May: Morningstar

Vanguard publishes 2021 ‘How America Saves’

Honorable Mention

AM Best’s outlook for the annuity industry: Negative

Honorable Mention

Cryptocurrencies available in ForUsAll retirement plans

Honorable Mention

A close look at ‘collective defined contribution’ plans

Honorable Mention

US Equity Flows Cool Down in April: Morningstar

24 billion trades recorded on last January 27: Cerulli

Honorable Mention

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