Life Insurers’ Bermuda Triangle, Part II

The humble fixed indexed annuity is at the center of the restructuring hurricane that has swept through the life insurance industry in recent years. We bring you the second article in a series on the topic.

A Different Way to Think about the Inflation Rate

'The Fed has said absolutely, for sure, don’t even ask, that they aren’t thinking about thinking about thinking about raising interest rates anytime soon,' writes this Fed-watcher at the University of Oregon.

Honorable Mention

Innovator launches ladder of buffered ETFs; Principal continues to integrate acquired Wells Fargo plans; Employees and employers see HSAs differently: Further; Variable annuities can shine in times like these: Cerulli.

Another Objection to DOL’s ESG Proposal

The Department of Labor's recent move to chill the use of "Environmental, Social and Governance" investments in retirement plans has drawn broad criticism--including this comment from the Wagner Law Group, a pension law specialist.

Jackson National Life to go independent

Jackson National experienced a loss of more than $2 billion on its interest rate hedges this year, partly due to the drop in rates and equity prices last March.


July 30, 2020

The Key to Turning On 401(k) Annuities

Micruity, a tech startup with a 30-year-old CEO, says it has the "middleware" that can integrate 401(k) plans and annuity issuers. Will the retirement industry listen?
July 24, 2020

Wells Fargo’s New Annuity Wagon

Wells Fargo Asset Management's new target-date series of CITs comes with a built-in, optional retirement income strategy: systematic withdrawals plus an annuity starting at age 85.