Social Security Might Be Too Much of a Mystery to Affect Savings: Economists
Researchers found little evidence in survey data that public benefits crowd out private savings.
No Buyers for Chicago School Bonds Causes Rates to Hit 9%
The school district is waiting for $215 million in state aid for their retirement plan.
The Build-A-Pension Trend
“Longevity risk” is such a concern that the IRS has eased rules that make it easier for clients to protect against the risk.
Should You Jump on the Buffer Annuity Bandwagon?
This product offers an appealing cross of annuity products that clients clearly want, but advisors should look before they leap.
Pension Crisis Won't Be Reversed by High Returns, Moody's Says
New Jersey, Kentucky and Illinois are the states with the biggest funding gaps.
Blackstone Booming Ahead in Nontraded REIT Business
Working with the wirehouses, rather than exiting the market like W. P. Carey, is Blackstone's approach.
5 Ways Washington Is Choking Your Annuity Business
Your clients are getting older, fast, and the focus is on federal subregulatory guidance.
Great American Parent Explains Annuity Unit to Wall Street
American Financial Group executives pointed out that its Great American unit earned $368 million in 2016.
Lincoln Cuts Some Annuity Comp From Agent Plan Totals
The move applies to qualified indexed annuity and qualified variable annuity sales placed after June 9.
More Workers Get One-on-One Financial Advice: SHRM
Only 9% say they help retirement plan participants annuitize plan assets.