Just in time for the Insured Retirement Institute annual meeting in San Diego September 9-11, LIMRA and Morningstar have released their first-half variable annuity sales reports.
Private equity firms have steadily acquired U.S. life insurers and blocks of fixed annuity business and moved the blocks offshore to free up capital. This worries some people.
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?
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.
The author explains why the national debt shouldn't terrify us. This article first appeared last January in The American, the publication of the American Enterprise Institute.
Sellers of risk protection might not take comfort in its expectation of low rates until 2014, however.
TDFs are better because they offer wide diversification, automatic rebalancing, and age-appropriate asset allocations, says this TDF marketer. But should all young people have high equity allocations?
Seattle-based FutureAdvisor just raised $5 million in new venture capital. The high-tech startup already ‘analyzes’ $4 billion in client assets and claims to offer guidance to 11 million 401(k) participants.
As many predicted, the Labor Department’s 401(k) fee disclosure initiative hasn’t stirred a hornet’s nest. But we’re only two months into the sunshine era.
Jeffrey Dellinger, actuary and president of Longevity Risk Management Corp. of Ft. Wayne, Ind., comments on a recent RIJ article.
Social Security deserves our respect and protection, not our contempt or our scorn. Even if it does crowd out private annuities.