RetireUp Turns Pro

RetireUp Pro is the latest iteration of RetireUp, the popular income planning solution. Its evolution has been shaped by part-owner Annexus Ventures and Annexus, the prominent indexed annuity design and distribution firm.

America’s Tax-Cut Peronists

'Facts used to matter in Washington, at least a little bit. But this is no longer the case in the age of Trump, at least not when it comes to taxes,' writes the MIT Sloan School professor and former chief economist of the International Monetary Fund.

DC Plans: Can Everyone Win?

'If we have a retirement crisis, it may well be one of funding entitlements, maintaining existing tax preferences, and a lack of personal prioritization when it comes to saving,' writes our guest columnist, the president of the Plan Sponsor Council of America.

NAFA partners with message encryption provider

'Our members and their clients should have access to a private and secure channel for sharing documents and sending messages,' said Chip Anderson, executive director of NAFA, in a release.


October 26, 2017

Trick or Tweet

Uncertainty about tax legislation, and Congress’ apparent disinterest in 401(k)s except as a kind of piñata, lent a daffy, fatalistic tension to many of us at the ASPPA and LIMRA annual conferences, held this...
October 19, 2017

JourneyGuide: A New Income Planning Tool from Ash Brokerage

'We’re targeting a ‘soft launch’ in early November... followed with an official market release about a month later,” said Derek Trimble, CEO of JourneyGuide, a spin-off from Fort Wayne, In.-based Ash Brokerage.
October 12, 2017

Annuity-Friendly Nominee at DOL

Preston Rutledge (above) is reported to be the Trump administration's nominee to lead the DOL's Employee Benefits Security Administration, which handles the fiduciary rule, et cetera. He's currently the retirement policy wonk on the...