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January 14, 2022

‘Smart,’ from UK, Enters the US PEP Market

By Kerry Pechter

'Smart' is the recently-launched American branch of a British fintech with expertise in a kind of retirement savings plan that's called a 'master trust' in the UK and a 'pooled employer plan' or PEP in the US. RIJ interviewed two of its top executives.  

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MassMutual flies into the ‘Bermuda Triangle’

By Kerry Pechter

MassMutual has all the pieces--a life insurer that issues fixed annuities, a stake in a Bermuda reinsurer, a big in-house asset manager, and various partnerships--that should enable it to compete with Athene and Global Atlantic.

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LGIM America launches ‘Retirement Income Fund’ and four other funds for DC plans

In early 2022, LGIM said it will be 'completing a long-life strategy, which is the longevity piece of our solution and designed to support individuals into their later years of retirement.'

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Why Asset Managers Keep Buying Annuity Issuers

By Kerry Pechter

What is concerning are not so much the practices of pioneers of this business. More concerning are the 'me-too' players--smaller johnny-come-lately asset managers who want some of those billions flowing from desperate institutional investors.

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Breaking News

DPL and Security Benefit add ‘total return’ index option to FIA; Americans expect market volatility in 2022: Allianz Life; Lincoln redesigns participant-facing website.

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