Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
The New Variables in Variable Annuities
By William H. Byrnes, Robert BloinkThe ability to alter terms of in-force VA contracts can provide carriers and clients with flexibility, but are they a smart choice for the client?
December 21, 2015
DOL Fiduciary Rule a ‘Wild Card’ for Annuity IndustryWhile annuity providers are bracing for potential repercussions of the rule next year, sales of income-oriented annuities are expected to surge as rates rise.
December 21, 2015
Top Portfolio Products: New Indexes from ArthVeda; ETFs from Guggenheim and State StreetHow State Street's new Natural Resources ETF redefines the label.
December 18, 2015
Bills Introduced to Foil DOL Fiduciary PlanThe SAVERS and ARAP Acts aim to preserve relationships between advisors and retirement savers, supporters say.
December 15, 2015
Munnell Report Rattles DC vs. DB Plan Debate on Investing, FeesA white paper co-authored by Alicia Munnell questions the conventional wisdom about DC plan participants versus DB plan participants on investing skills and fees.
December 15, 2015
6 Key Economic Trends for 2016: SIFMAMilestones in employment and inflation seen amid steady growth.
December 15, 2015
3 of the best opportunities in retirement income marketThe market for converting pre-retiree assets into future guaranteed income is estimated to be $575 billion.
December 14, 2015
Indexed Annuity Providers’ Latest Twist: Uncapped Index CreditingCarriers have tinkered with the uncapped index crediting method to allow for greater market participation as indexed annuities appeal has dimmed.