‘Reinsurance Sidecars’: A Capital Idea

Athene Annuity & Life sold the most fixed deferred annuities in the first three-quarters of 2024. Its parent, Athene Holdings, has attracted billions in just-in-time third-party capital through Bermuda 'reinsurance sidecars.' Coincidence? Not likely.

Middleware is Central to In-Plan Annuities

Middleware is hub-and-spoke software that lets retirement plan recordkeepers and life insurers talk to each other. Steve McCoy of iJoin, a provider of managed account user interfaces, and Bill Mueller of IPX, a middleware provider, talk about their ventures with annuity issuers.

How T. Rowe Price Approaches the ‘401(k) Income’ Market

By bundling a deferred income annuity with a managed payout program, T. Rowe Price's optional 'out-of-plan' 401(k) income tool aims to boost participants' spending power in retirement by as much as 50%, relative to a managed payout program with no annuity.
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New report assesses future of ‘liquid alts’

“Alternative assets are expected to grow with robust momentum, and double their share of total mutual fund assets in the next two years,” said Michele Giuditta, associate director at Cerulli, in a release.