A new critical survey of twelve retirement planning calculators shows why they're so frustrating to use.
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.
Ernst & Young's Lynn Pettus and Hall Kesmodel show how the regulations governing participant education have shifted over the years, and how the changes in Washington have delayed their resolution.
Lawsuits accusing insurers of selling tax-deferred annuities to fund tax-deferred accounts have not been entirely unfruitful for plaintiffs.
By raising participation rates, auto-enrollment will raise the cost of employer-matching efforts and may encourage some employers to reduce or eliminate their match.
Third-quarter 2009 YTD sales of Western & Southern's IncomeSource SPIA were $170.42 million, a 43% increase over the same period in 2008.
Thirty-five percent of high net worth respondents “believe that my children may be too spoiled by money and have too many material possessions,” up from 22% in 2007.
U.S. and U.K. asset markets may suffer from the absence of the nearly $2 trillion of government checks written in 2009, opines PIMCO's founder.
Instead of relying on a “back-to-basics” strategy in 2010, insurers should focus on innovating in five key areas, said the leader of E&Y's Financial Services and Insurance & Actuarial Advisory Services practice.