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September 2025

Equitable Joins the ‘Bermuda Triangle’ Club

By Kerry Pechter

Equitable Holdings' recent reinsurance deals were the topic of critical articles in three financial publications this summer. Underneath the controversy, the leader of the RILA industry was catching up with the Bermuda mega-trend.  

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A Menu of Income Options for DC Plans?

By Kerry Pechter

If no two 401(k) participants have the same levels of retirement savings and the same retirement spending needs, shouldn't their plans offer more than one process for decumulating their savings?

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401(k)s don’t need private assets or ‘crypto’

By Kerry Pechter

Alternative investments, crypto, private assets—these are bread for the money management industry. For most Americans, these exotic assets are not bread, or even cake; let alone icing.

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ChatGPT on Equitable, Solvency II and the Bermuda Triangle

Equitable's corporate journey since 2010 involved its separation from AXA of France. ChatGPT explains that Europe's 2016 "Solvency II" regulations accelerated the split.

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Private credit, reinsurance top the news

Bond analysts see pros and cons of alternatives in 401(k)s; Private credit funds attract revenue at record pace; Offshore reinsurance increases life insurer leverage: AM Best; Rising supply depresses Treasuries’ advantage. (With charts.)

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