Treasury’s Final Longevity Annuity Regulations May Spark Growth
In its new QLAC regulations, the Treasury Department has quietly left open the door for variable and indexed annuities to enter the market.
New Longevity Annuity Rules: 5 Things to Know
The rules could be a game changer for how boomers, and their advisors, allocate 401(k) and IRA assets going forward.
The Fastest Growing Retirement Plan You Never Heard Of
Cash-balance plans now have one-quarter the assets of 401(k)s, grew 22% in 2012, and appeal to small-business owners like doctors and dentists.
SEC Issues Mutual Fund Prospectus Guide, Delays Annuity Summary Plan
The SEC says mutual fund summary prospectuses should be three to four pages long and written in plain English.
Deferred Income Annuities: More Than Just Longevity Insurance
Many clients continue to view deferred income annuities only as longevity insurance, but this common view has become more and more inaccurate.
Morgan Stanley Advisors Get OK to Tweet
After a big LinkedIn push, the wirehouse hopes more financial advisors will embrace another social media platform.
Treasury Clears Way for Longevity Annuities in 401(k)s, IRAs
The Treasury Department and the IRS on Tuesday issued final rules to make longevity annuities accessible to the 401(k) and IRA markets.
Variable Annuities a Top Source of Customer Complaints: FINRA
FINRA says it is "very focused" on VAs, particularly on more complex ones that have caps and buffers to manage market risk.
Assessing the Annuity Landscape
Some advisors swear by annuities while others steer clear of them. Whichever camp you fall into, here are some annuity trends to watch.
How to Frame Annuities More Attractively
New research points to ways of increasing annuities' appeal.