Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Updates on Annuities, RMDs and Courting Senior Clients
By Editorial StaffFew workplace savings plans provide resources such as annuities to guarantee that savings will last throughout retirement, according to a recent white paper from TIAA. This guarantee gap, it says, undermines the very purpose of the retirement savings plan system, which is to minimize the risk of both poverty among...
October 27, 2017
Retirement Saving Checklist: 15 Things to Know That Can Lead to SuccessUsing this checklist, clients can be better prepared for retirement by assessing their behavior and actions around retirement saving.
October 27, 2017
More Retirement Plans Add Auto-Enrollment, Auto-Escalation FeaturesA survey by Alight Solutions covering nearly 10 million employees and $775 billion in assets found an increase in these savings-boosting strategies.
October 26, 2017
Penn Mutual Extends Rugby Marketing EffortThe company will sponsor two tournaments in San Jose in November.
October 25, 2017
Ameriprise Tells Analysts It Likes AdvisorsThe company's chairman says he wants to use technology to support advisors, not to replace them.
October 25, 2017
Putnam CEO Faults 401(k) Shift as ‘Tax Gimmick’ Hurting the PoorRobert Reynolds and Thomas Marra suggest that tax breaks have something to do with retirement savings.
October 25, 2017
8 Ways for Agents to Answer ‘What Do You Do?’Here are ideas about HOW to make those connections that seem to form automatically for other people.
October 24, 2017
Buy the Dip Is a Losing Strategy in the Bond MarketThe author believes bond yields will soon move higher.