At SPARK conference, a Plug for In-Plan Annuities

In touting his firm's LifePath TDF-based deferred income option, Chip Castille of BlackRock emphasized that insurers should position in-plan annuities as retirement income enhancers rather than longevity risk mitigators. (I.e., appeal to greed, not fear.)

The Sacrificial Payroll Tax

Idle talk about suspending the payroll tax is making 'blue' Senators blue. We get answers from Social Security expert Eugene Steuerle of the Urban Institute.

An Income-Generating ‘Collar’

Using a 'protective net-credit collar,' the Nationwide Risk-Managed Income ETF has distributed monthly income at an annual rate of 7.88% in 2020, while appreciating 10%. Is there a catch?

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.
Featured

The Hartford enhances VA suite

The product enhancements are part of a series of investments The Hartford is making in its annuity business in recent months, the company said.
News

DC Plans and Deficit Reduction

"A big bulls-eye has been painted on the employer-sponsored defined contribution system," writes the president of the Profit Sharing Council of America.

Wolters Kluwer weighs in on Supreme Court’s Janus decision

In its 5-4 decision on Janus Capital Group, Inc. v. First Derivatives Traders, a lawsuit first filed in 2003, the high court held that liability for allegedly misleading statements in Janus' mutual fund prospectuses did not extend to the funds' investment advisers.

The Bucket

Brief and late-breaking items from Vanguard, the MetLife Mature Marketing Institute, Lincoln Financial Group and eRollover.