Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Trump Enacts Law Killing Safe Harbor for State-Run Auto-IRAs
By Melanie WaddellH.J.Res 66 closes an Obama-era loophole that made it easier for states to establish auto-enrollment retirement plans without running afoul of ERISA.
May 18, 2017
DOL Must Further Delay Fiduciary Rule, Lawmakers ToldIm hopeful the Trump administration will delay and handle this as a regulatory matter, former EBSA head Brad Campbell said.
May 18, 2017
Beware the Working Retirement Tax PenaltyThe question of how income from working in retirement affects the taxes of clients who are also claiming Social Security benefits is a tricky one.
May 18, 2017
Longtime Midland National CEO DiesWilliam Rigsbee was known for establishing the company's regional sales director program.
May 18, 2017
Life Group Aims to RebootScott Harrison wants the Affordable Life Insurance Alliance to be a force for modernization.
May 18, 2017
After “Yes,” Holding It All TogetherJust keeping quiet may put the client in the mood to back out.
May 17, 2017
On Medicaid-Compliant Annuities, How to Stay Within the LinesWhen a married client requires long-term care, the healthy spouse will worry how to pay for that care and her own living expenses.
May 17, 2017
Aflac Finally Follows Peers in Placing Wager on Private EquityThe company's chief investment officer wants to put 2.5% of the assets in growth investments.