Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
New SEC RILA Rules Accentuate the Negative, Commissioner Says
By Allison BellRegistering new products will get easier, but the required notices could scare off investors, Hester Peirce warns.
June 28, 2024
The Income Strategy That Gives Retirees a 'License to Spend': Blanchett, FinkeResearch finds that retirees with annuities spend twice as much as those with equivalent investment assets.
June 28, 2024
5 Ways a New Supreme Court Ruling Could Shape Life, Health and Advice RegsThe SEC, Labor Department and others have used the Chevron ruling, now overturned, to establish their authority.
June 28, 2024
Supreme Court Overturns Chevron Rule in Blow to Agency PowerThe ruling raises new questions about agencies' power to regulate emerging fields like crypto and AI.
June 27, 2024
12 States With Biggest Estate Tax BillsNew IRS data could help financial pros find potential demand for life insurance and estate planning.
June 26, 2024
Pru, TIAA, State Street Put $5M in 401(k) Plan Annuity Tech FirmMicruity, which connects asset managers with insurers, also counts Pacific Life and Western & Southern as backers.
June 25, 2024
There's Still Time for a Gen X Rescue Bridge to Retirement: EconomistJason Fichtner has thoughts about how to help younger generations through the early retirement years.
June 25, 2024
Labor Secretary Considers Rewrite of Pension Risk Transfer RulesJulie Su, the acting DOL head, told Congress she's looking at issues such as private equity ownership and reinsurance.