VAs: In Search of a Winning Formula

VA issuers should take a cue from Michael Jordan, and realize that team players win more championships than individual stars, advises Bing Waldert of Cerulli Associates.

New Research on 401K Plans, from Top Researchers

Boston College, DCIIA and Morningstar provide new research on Britain's 'NEST' experience with auto-enrollment, custom TDFs and why replacing bad 401k investment options is a good idea.

Tell Us What You Really Think

At the LIMRA-Society of Actuaries Retirement Industry Conference in Baltimore last week, Scott Stolz from Raymond James, Greg Jaeck from Edward Jones and Jarrod Fisher from Simplicity Financial Distributors delivered frank opinions about annuities and annuity issuers.

Why Indexed Annuity Sales Are So Strong

Many factors are driving the increase in indexed annuity sales: More manufacturers, better products, more distributors, competitive commissions, aging boomers, and relaxed regulation. But does the bubble contain the seeds of its own deflation?
Featured

An Actuary’s View of the VA Market

Consulting actuary Tim Pfeifer, a self-professed fan of the guaranteed lifetime withdrawal benefit, spoke with RIJ about the evolving variable annuity market.

Lonelier at the Top

Prudential, MetLife and Jackson National, which have dominated sales since the VA industry's post-crisis shake-out, all added to their market share in the first quarter of 2011, according to Morningstar's quarterly VA report.
News

U.S. retirement assets hit $18 trillion again: ICI

The value of annuity assets held outside retirement plans was $1.637 trillion in 1Q 2011, its highest point since the third quarter of 2007, according to the ICI Retirement Industry Report.

It’s July, So We Must Be in VA-VA-Land

Welcome to Retirement Income Journal’s Variable Annuity Month. We’re devoting all four of our weekly issues in July to the promise and the problems of variable annuities.