‘Reinsurance Sidecars’: A Capital Idea

By Kerry Pechter
Athene Annuity & Life sold the most fixed deferred annuities in the first three-quarters of 2024. Its parent, Athene Holdings, has attracted billions in just-in-time third-party capital through Bermuda 'reinsurance sidecars.' Coincidence? Not likely.

Middleware is Central to In-Plan Annuities

By Kerry Pechter
Middleware is hub-and-spoke software that lets retirement plan recordkeepers and life insurers talk to each other. Steve McCoy of iJoin, a provider of managed account user interfaces, and Bill Mueller of IPX, a middleware provider, talk about their ventures with annuity issuers.

How T. Rowe Price Approaches the ‘401(k) Income’ Market

By Kerry Pechter
By bundling a deferred income annuity with a managed payout program, T. Rowe Price's optional 'out-of-plan' 401(k) income tool aims to boost participants' spending power in retirement by as much as 50%, relative to a managed payout program with no annuity.
Featured

Fall Issue of The Journal of Retirement Appears

By Editorial Staff
Here's a list of the eight articles in the current issue, along with abstracts of their content. The featured authors include Moshe Milevsky of York University and CANNEX, David Blanchett of Morningstar, and Steve Feinschreiber of Fidelity.

RetirePreneur: Steven Saltzman

By Jenna Gottlieb
Steven Saltzman is the founder of Saltzman Associates, a consultancy that works with marketers, institutional distributors and insurance underwriters.
News

LIMRA links undersaving by Boomers to spending on family cellphone plans

By Editorial Staff
“Parents of Millennials, even those over the age of 22, are providing considerable support to their children at a time in their lives when saving from retirement should be a priority,” said Deb Dupont, associate managing director, LIMRA Secure Retirement Institute.