In the current interest rate environment, income annuities find themselves in the unique position of being a competitive investment tool
SECURE Act provisions providing plan fiduciaries with some legal protection, requirements for lifetime income disclosures on 401(k) statements and a volatile stock market all bode well for these products
Income brackets to be adjusted for inflation for high-income retirees next year
Chief Executive Jenny Johnson outlined the $1.4 trillion manager's interest in technology and retirement assets at the Spark Forum
High-income surcharges apply regardless of how clients receive Medicare coverage
VA sales drop 10% in Q3, while fixed annuity sales increase 11%
The measure would build on the SECURE Act, but its legislative path is uncertain
Peter Zaffino, currently the company's president, will succeed current CEO Brian Duperreault March 1
It is arguably a scary time to be a retirement plan sponsor, and many might forgo liability coverage
Since 2016, Fidelity’s market share more than doubled, according to a recent Morningstar report
Advisers can help couples prepare today for survivorship and health care costs
Hearts & Wallets report finds participants want advice that their employer-sponsored plans simply can't provide
Only the top 40% of near-retirement 401(k) participants by income have enough saved for retirement
The variable annuity product has mortality and expense fees of 30 basis points
Figuring out how defined-contribution plans can provide a guaranteed stream of income requires all hands on deck
Retirees may be able to save money by reviewing new options for Medicare Advantage and drug plans for next year
Prudential cuts rep after he allegedly tells a Korean-American social media star to "go back to Wuhan" at a California restaurant
Companies are five times as likely to say they feel responsible for workers' financial wellbeing than seven years ago, a survey found
Deals are likely to start happening more often and will be led by private equity, a report from Cerulli Associates suggests
The HSA business is set to evolve as financial wellness programs proliferate
