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April 22, 2021

An Annuity’s ‘Moneyness’? There’s an App for That

By R. Michael Markham

How will variable annuity contract owners use their income benefits? That question is vital to annuity issuers and to fiduciary advisers with clients who own VAs. This Texas Dep't of Insurance actuary knows a product that can help them find out.  

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Where’s the Infrastructure for Infrastructure Renewal?

By Kerry Pechter

Infrastructure renewal is long overdue in the US. We can come up with the money. But we don't currently have the institutions or the processes that will be needed to manage such a broad, complicated, long-term undertaking.

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Honorable Mention

Pentegra launches Pooled Employer Plan; Betterment’s AUM rises to $29 billion; Symetra creates its own RIA; Ubiquity adds ESG options to 401(k) investment lineup.  

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A Surprise from IRS about Inherited IRA Distributions

By Wagner Law Group

IRS Pub 590-B presents a conundrum. It appears to deprive owners of inherited IRAs (already deprived by SECURE Act of the 'stretch IRA') to take distributors annually, rather than distributing the IRA's contents within 10 years.

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Long-term funds receive $400 billion in Q1 2021: Morningstar

US value equity funds saw record inflows in March 2021, according to Morningstar's monthly fund flows report. Vanguard and iShares notched significant inflows as passive funds continued to dominate active.

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