Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Can't Stand Form 1099-R? Tell the IRS
By Allison BellTaxpayers can suggest how to improve the distribution form for retirement accounts and annuities, for instance, by Oct. 21.
August 19, 2024
JPMorgan Jumps Into 401(k) Annuity MarketThe bank is looking to offer target-date funds with annuitization features, including options from Equitable and Prudential.
August 16, 2024
Here's When Many Americans 'Really' Plan to RetireCostly expenses and financial fears have many set to work well past traditional retirement age, a poll finds.
August 14, 2024
SEC Slams LPL, Raymond James & 24 Other Firms With $393M in Off-Channel Messaging FinesAmeriprise, Edward Jones and Osaic were also fined for failing to retain messages sent on unauthorized channels, like WhatsApp.
August 14, 2024
SEC Answers a Comment About Tax Talk in Annuity AdsThe agency told a frustrated lawyer that the wisdom he seeks is already expressed in Rule 156.
August 13, 2024
Life and Annuity Illustrations Confuse Clients, Advisor Tells RegulatorsPerformance charts should be more realistic about the impact of bad years, Richard Weber argues.
August 13, 2024
More Life and Annuity Products Offer Commodity IndexesInflation is increasing some clients' interest in tying value to something tangible.
August 12, 2024
U.S. Deaths Still 7% Over Pre-COVID Norm in Q2A large majority of the extra deaths were attributed to causes other than COVID.