No Fluke: Income Annuity Sales are for Real

Sales of income annuities may soon breach the $10 billion-a-year barrier. We talked to the Numbers 2 through 5 SPIA sellers in the U.S.: MetLife, MassMutual, Pacific Life (whose symbol is the humpback whale), and Nationwide.

‘Smart,’ from UK, Enters the US PEP Market

'Smart' is the recently-launched American branch of a British fintech with expertise in a kind of retirement savings plan that's called a 'master trust' in the UK and a 'pooled employer plan' or PEP in the US. RIJ interviewed two of its top executives.

Research Roundup

Almost every controversial subject in the US today--from Fed policy to machine learning to immigration--contains an element or theme related to retirement policy. The articles reviewed in this month's Research Roundup are proof of that.

‘iTDFs’ Smooth the Bumps of Retirement Income

A former chief actuary of Denmark seeks a US target date fund company that might use his technology, the 'iTDF,' to create a seamless transition from pre-retirement savings to safe income during the first 20 years of retirement.
Featured

‘We Should All Work To Age 70’

Guest columnist Smorenberg, chairman of the World Pension Summit, says that we should all--individuals, companies and institutions--be planning for a standard retirement age of 70.
News

Sun Life ‘nets’ Celtics branding rights

Sun Life’s brand will be featured throughout the Courtside Club, including entry and directional signage, as well as on staff uniforms and courtside tickets and passes required for club admission.

The Bucket

Brief or late-breaking items from Putnam Investments, Nationwide, Allianz Life, and the SPARK Institute.

Separately managed account inflows rebound in 2012: TrimTabs

“Separate accounts investing in bonds and foreign equities attracted $59 billion and $16 billion, respectively, in the first quarter. In contrast, $48.5 billion flowed out of U.S. equity separate accounts in that period,” said TrimTabs' Minyi Chen.