Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Debate: Do State Auto-IRA Programs Benefit Taxpayers?
By Robert Bloink | William H. ByrnesOne take: These accounts are no substitute for a federal mandate for businesses to offer reirement plans.
May 23, 2024
Cannex and Luma Create Annuity Shopping Tool for AdvisorsAnother company, Hexure, has added annuity quoting to its FireLight electronic application system.
May 22, 2024
Connecticut Puts Phoenix Life and Annuity Issuer in RehabThe move will limit the amount of cash life and annuity customers can get from sources backed by PHL's own assets.
May 21, 2024
Louisiana Moves to Adopt NAIC's Annuity Suitability UpdateOne question is what adoption will mean in light of the new DOL fiduciary rule requirements.
May 21, 2024
Wade Pfau Makes Case for RILAs as Income ProtectorsHis modeling shows how partial protection against market downturns could boost portfolio performance.
May 16, 2024
IPipeline Prepares for DOL Fiduciary Rule Tech BuildingThe firm is talking to its customers this week about what the new sales requirements will mean.
May 16, 2024
Lincoln Financial Gets New Individual Life & Annuities HeadBrian Kroll will succeed Matt Grove, who joined the company in 2022.
May 16, 2024
Nippon Life to Acquire 20% Stake in CorebridgeThe large Japanese life insurer has owned a slice of Principal Financial since 2008.