Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
PBGC to Add Forms
By Staff WriterThe Pension Benefit Guaranty Corp. wants to expand efforts to get information about the participants in and beneficiaries of terminated pension plans.
August 09, 2010
PBGC to Add FormsThe Pension Benefit Guaranty Corp. wants to expand efforts to get information about the participants in and beneficiaries of terminated pension plans.
August 09, 2010
EBSA Schedules Lifetime Income HearingThe long-term viability of lifetime income guarantees may be on the agenda at an upcoming Employee Benefits Security Administration hearing on retirement plan income options.
August 09, 2010
An Annuity:What No Well-Heeled Client Can Do WithoutTell affluent client prospects about why an annuity is critical to a balanced portfolio for achieving financial planning objectives and their eyes are likely to roll.
August 08, 2010
Q1 Variable Annuity Sales DownNew variable annuity sales dropped a slight 0.70% in the first quarter of 2009, to $31.2 billion from $31.4 billion in the 4th quarter, but were up 4.63% from the depressed 1st quarter 2009 level of $29.8 billion.
August 08, 2010
An Annuity:What No Well-Heeled Client Can Do WithoutTell affluent client prospects about why an annuity is critical to a balanced portfolio for achieving financial planning objectives and their eyes are likely to roll.
August 06, 2010
Rule 151A is Over - Now What?After a long battle, indexed annuities have secured their fixed insurance status of thanks to two final actions. But what have we learned?
August 06, 2010
Rule 151A is Over - Now What?After a long battle, indexed annuities have secured their fixed insurance status of thanks to two final actions. But what have we learned?