Political Football

The Dept. of Labor's bid to strengthen the fiduciary standard for advisers to retirement plans and IRAs became a political football. Now the DoL has agreed to revise and "re-propose" its proposal. Was the football fumbled... or stripped?

An Insider’s Take on the ‘Bermuda Triangle’ Strategy

Willis Re, a reinsurance broker, has had an uptick in calls from life insurers hoping to execute what RIJ calls 'The Bermuda Triangle' strategy, thus removing a millstone and reaping a capital windfall. Willis Re executive Mike Kaster explains.

One-Stop Shops for Notes and Annuities

Luma Financial Technologies is now among the structured notes platforms that have chosen to add index-linked annuities to the products they support. It joins SIMON Markets and Halo in that space. In this last segment of our series on indexed products, we examine these new alliances.

(Sheryl) Moore’s Law on Annuities in 2021

RIJ talks with Sheryl Moore of Wink, Inc., the annuity data and consulting firm, about the results of her first-quarter 2021 survey of annuity sales. She shares her opinion on a range of annuity-related topics.
Featured

Investment Myths Debunked

Rod Greenshields of Russell Investments questioned the value of conventional financial wisdom in a lively presentation at the FPA Experience 2011 conference.
News

The Bucket

Brief or late-breaking items from Vanguard, Prudential, AEGON/Transamerica, Celent, Fidelity, GuidedChoice, LPL Financial, Milliman, EagleEye Analytics, Archstone Foundation, and Fidelity.

Cash balance pension for uncovered workers proposed

The Secure Choice Pension would provide retired participants with a guaranteed minimum retirement income, and plan trustees could supplement the benefit with a “dividend” during a strong economy.

Change of government shapes Danish pension reform

Danish political factions are debating limits on early retirement, a ceiling on tax-deferred plan contributions, and a tax on stock transactions to offset the impact of an aging society.

Big 403(b) providers becoming bigger

Fidelity, ING, TIAA-CREF and VALIC continued to solidify their positions in the marketplace, according to a new report on the 403(b) retirement plan market from Retirement Research Inc.

No-Shows at the Trade Show

At the Financial Planning Association Experience 2011 meeting in San Diego last week, a couple of thousand financial advisors were on hand. So why the dearth of exhibits by annuity issuers?