A Comic Approach to Participant-Ed

A Dutch pension administrator hopes a mildly racy comic book will help educate its plans' younger bus drivers and railway workers.

‘SIMON’ Makes Indexed Annuities Simpler

Originally a platform for distributing structured notes to broker-dealers, SIMON is adding index-linked annuities to its product suite. Prudential is both an investor and, as of today, a product provider.

Annuities and the Charles Schwab Deal

Most of the annuities now on the Charles Schwab and TD Ameritrade platforms are offered by mutual or foreign-owned life insurers. Lincoln Financial is the sole exception.
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A Fate Worse than Fargo

Part 2 of a two-part essay on the dark side of Boomer retirement. Discretion is advised.