The New Table Stakes: ‘Unified Managed Income’

To get attention today, income calculation software has to do a lot. Like tell wealth managers and recordkeepers when, in what quantity, and from what sources they should send checks to retirees. Manish Malhotra of Income Discovery explains. (Right: a white-label phone image from Income Discovery's suite.)

Jackson issues its first structured annuity (RILA)

RILA sales hit a record $9.8 billion in the second quarter of 2021. Jackson enters a field whose peloton includes the leader, Equitable, and fast-followers Allianz Life, Lincoln Financial, Brighthouse Financial, and Prudential.

Deferred annuity sales up 10% in 2Q2021: WINK

Jackson National, Equitable, Allianz Life, AIG and New York Life were the market share leaders in major annuity product categories in the second quarter of 2021, according to Sheryl Moore's Wink, Inc.
Guest column

Advisers, Beware of PTE 2020-02: Wagner Law

ERISA expert Kimberly Elliott of the Wagner Law Group tells wealth managers how to avoid running afoul of the Department of Labor's Prohibited Transaction Exemption 2020-02 when counseling plan participants on rolling qualified assets over to a brokerage IRA.

Breaking News

Biden DOL gives green light to green funds in retirement plans; Morningstar announces a ESG Pooled Employer Plan; After 45 years, two of the initials in the acronym ‘KKR’ step aside; Social Security benefits to rise 5.9% for 2022. 


October 7, 2021

Retirement Parachutes, in Different Colors

'Constance' from RetireOne and Midland National lets advisers hang an income-for-life rider on a non-annuity portfolio. Five 401(k) plan sponsors are adopting 'LifePath Paycheck' from BlackRock, Brighthouse and Equitable. It helps participants roll part...
September 30, 2021

Research Roundup

This month we bring you scholarly articles on the Social Security 'tax torpedo,' the likelihood of needing long-term care, the best decumulation strategies from DC plans, the people most likely to 'freak out' when...
September 23, 2021

Learn to [Ted] ‘Lasso’ Women Clients

David Macchia of Wealth2k and author Marcia Mantell are about to launch a new service, Women And Income, a turnkey marketing, income planning and lead generation service for advisers. It's for advisers not naturally...