Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Provide What Works
By Michael S. PinkansThe senior marketplace is struggling in this economic downturn.
July 20, 2009
NAVA Rebrands To IRIThe Insured Retirement Institute is now the official name of what was once NAVA, the Association for Insured Retirement Strategies.
July 20, 2009
403(b) Sponsors Get ReliefThe U.S. Labor Department says it will go easy on tax-exempt employers that sponsor 403(b) tax-sheltered annuity programs when new reporting rules take effect.
July 20, 2009
NAVA Rebrands To IRIThe Insured Retirement Institute is now the official name of what was once NAVA, the Association for Insured Retirement Strategies.
July 20, 2009
Battle rages on over 151AOn Tuesday the U.S. Court of Appeals for the Washington D.C. Circuit ordered the Securities and Exchange Commission to reconsider Rule 151A, which deems annuities linked to equity indexes to be securities subject to registration with the SEC.
July 20, 2009
Pensions FalterA drop in bond yields probably hurt the typical large U.S. defined benefit pension plan in June.
July 20, 2009
1035 Exchanges Are Going To Fall SharplySwapping old annuities for new--also known as 1035 Exchanges--accounts for half of all indexed annuity sales (see NU 6/23/09) and over 80% of variable annuity sales (see NU 11/3/08).
July 20, 2009
NAVA announces total rebranding: Now called the Insurance Retirement InstituteThe former NAVA is now the Insurance Retirement Institute, with an expanded new mission to include consumers, financial advisors