Making Income Rise as Health Declines

A fee-only adviser in Philadelphia used 'medically underwritten' or impaired annuities from Mutual of Omaha to increase the retirement incomes of older, single men in declining health.

Life Insurance in a Bucketed Income Plan

This case study from Securities America uses life insurance to help a 'constrained' mass-affluent retired couple protect the surviving spouse from a partial loss of pension and Social Security income.
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What Happens Now for Retirement Policy?

The author, a senior vice president of Retirement Policy at ERIC.org, predicts that the Trump administration will reverse several Obama initiatives: the overtime rule; paid sick leave for federal contractors; revisions to EEOC EEO-1 form; and the Conflict of interest rule.
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Edward Jones’ 401(k) plan accused again of ERISA violations

A federal class action suit in St. Louis charges the Edward Jones 401(k) plan with offering its participants high-cost funds from asset managers that were also paying tens of millions of dollars a year for shelf space on the firm's brokerage platform.

Honorable Mention

New York Life pays dividend on deferred income annuity, Capital One Financial drops IRA commissioned sales, and Voya Financial Advisors touts its technology-led growth.