Plan Sponsor Group Joins Hueler SPIA Platform

The deal will allow the 1,200 members of the Profit-Sharing Council of America to give their six million plan participants access to a no-load, multi-issuer SPIA platform. (Photo of Kelli Hueler by David Lubarsky).

Annuities Aim for Spot in ‘Starting Lineup’

Annuity issuers want—and need—their products to be included as a matter of course in the model portfolios or asset allocation software tools that more advisors are expected to rely on in the future.

Why Are Stocks So High?

Because corporations have been returning more of their profits over to shareholders and less to workers, especially over the past 30 years, according to authoritative recent research. The implication is that investors' gains have come at the expense of workers, who own little stock.

‘APIs’ and the Future of Annuities

Catching up with the 'application programming interface' technology train is essential for annuity issuers. APIs integrate annuities into advisor platforms, reduce NIGO applications, and give clients a fluid online experience.
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Have Investment Managers Earned Their Fees?

To help readers evaluate their own investment managers, our guest columnist offers a summary of the first quarter's equity returns by style, sector, and country.

One Reason the Crisis Got So Bad

Banks needed to reserve 4% for mortgage loans, but only 1.60% for mortgage-backed securities issued by Fannie Mae or Freddie Mac. So banks loaded up on MBSs. A second excerpt from the newly-published "Guaranteed to Fail" (Princeton University Press, 2011).
News

Retirement confidence low, survey shows

The percentage of workers not at all confident about having enough money for a comfortable retirement has grown to 27%, the highest level measured in the 21 years of the Retirement Confidence Survey.

Republican budget manifesto released

The top individual and corporate tax rate would drop to 25% from 35% under the "Path to Prosperity" proposal written by House budget committee chairman Paul Ryan (R-WI).

The Bucket

Brief or late-breaking items from AXA Equitable, Lincoln Financial Group, Bankers Life, FundQuest, Principal Financial and Securian.