Is Time Running Out on the Fiduciary Proposal?

'If it takes six months for a comment period and six months for hearings, and then time to develop a final rule, by then we’re running into an election year,' Steven Saxon of Groom Law Group said at the SPARK Institute conference in Washington, DC, Monday.

FIAs for Retirement Income (Why Not?)

In this last article in our series on fixed indexed annuities, we consider the potential role of FIAs in providing retirees with guaranteed lifetime income. We find FIAs to be valuable, but underused for that purpose.

The Derivatives that Power Index Annuities

FIA owners can pick from an array of choices as cryptic as those on a roulette table. But if they don't understand options, how can they evaluate these safe but esoteric insurance products?

Allianz Life’s Index Annuity Winning Streak

In this second article in a four-part series on the fixed index annuity (FIA) business, we profile Allianz Life, the top issuer of FIAs in the US in 18 of the last 19 years. (Image, in Allianz blue, is from an Allianz Life video.)
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RetirePreneur: Mathew Greenwald

Mathew Greenwald is the president and owner of a Washington, D.C.-based market research firm that conducts surveys for financial service providers, life insurers and investment managers.
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Is Time Running Out on the Fiduciary Proposal?

'If it takes six months for a comment period and six months for hearings, and then time to develop a final rule, by then we’re running into an election year,' Steven Saxon of Groom Law Group said at the SPARK Institute conference in Washington, DC, Monday.

Limit participants to three loans: TIAA-CREF

Paying off debt was cited as the top reason for borrowing from retirement plan savings (46%), yet only 26% of respondents said that paying off debt justified a loan.