Displaying 3272 results
FedEx shifts pension obligations by purchasing $6 billion group annuity
The pension risk transfer is the biggest since 2012, when Verizon purchased a $7.5 billion annuity
Finra fines Fifth Third Securities $4 million for variable-annuity violations
In second major VA enforcement action against Fifth Third, firm also must pay $2 million in restitution.
Four challenges in using annuities for retirement planning — and how to overcome them
Annuities are confusing, and retirement savers worry about market volatility and want the freedom to spend their savings as they choose.
Recent rule changes to boost retiree health costs
New analysis quantifies the effect on Medicare premiums and Social Security benefits.
Job satisfaction tied to benefits satisfaction, survey finds
EBRI says almost two-thirds of employees who are happy with their benefits have high morale.
Indexed annuities likely to rebound after dip in sales last year
An increase in market volatility, higher interest rates and dissipating anxiety around the Labor Department's fiduciary rule are improving the product outlook.
The rich are betting they can buy their way to a longer life
The successor to income inequality is longevity inequality
The rich are betting they can buy their way to a longer life
The successor to income inequality is longevity inequality.
What a court decision teaches 401(k) advisers about choosing stable-value funds
Selecting a very conservative benchmark is generally permissible under retirement law.
AXA reverses course on variable annuity buyout
Insurer had planned an offer to holders of its Accumulator Series variable annuity
Insurers still grappling with costly variable-annuity promises
AXA Equitable and Ohio National have recently tried switching consumers out of VAs with rich benefits through buyouts and exchanges.
Guaranteed income tops boomers’ retirement wish list
Those who work with an adviser are most likely to buy an annuity.
Insurers’ 401(k) record keepers gain big share in small, midsize markets
Consolidation, unbundled platforms and the use of proprietary funds play a role, according to retirement plan advisers.
Finra fines Park Avenue Securities $300,000 over variable annuity sales
Also censures firm, which agrees to review its supervision practices.
Guaranteed income tops boomers’ retirement wish list
Those who work with an adviser are most likely to buy an annuity.
Old strategy with a new twist: Dollar cost averaging and annuities
Using dollar cost averaging within annuities can build clients' confidence about investing in the market.
The magic in talking about cost
Even if clients aren't paying too much for life insurance, being the first to talk to them about the costs can start the trust-building process.
Like it or not, annuities are coming to retirement plans
Some lawmakers are warming to the notion of using annuities to help solve the nation's retirement crisis
Finra institutes disciplinary proceedings against broker over alleged improper variable annuity sales
Regulator claims Frederick David Holloway replaced lower-cost variable annuities with higher-cost ones without ensuring they were suitable or in their clients' best interests.
New rules for a 21st century retirement
New book for clients and advisers focuses on strategies to maximize retirement income.
