Magazine

The Latest

Tax-friendly retirement havens

6 Tax-Friendly Overseas Havens for Retirees

corporate roundup

Corporate Roundup: Wealth Enhancement Group Acquires $2B RIA, Ascensus, Financial Finesse Extend Wellness Collab

Walgreens Launches Student Loan 401(k) Match Program

T. Rowe Price White Paper

Combining Annuity with Drawdown Strategy Balances Retirement Income with Liquidity: White Paper

Mark Chamberlain, BCF

2 posts

Mark Chamberlain, BCF, is Co-Founder of Annuity Research and Consulting, LLC and serves as an advisor to the Insurance and Annuity Specialty Group at the Center for Board Certified Fiduciaries.

Which annuities are good for retirement

Read More

4 minute read

Which Annuities are Good for Retirement?

Annuity Research and Consulting Co-Founder Mark Chamberlain makes the case for doing insurer counterparty risk evaluations independently of ratings agencies

byMark Chamberlain, BCF

August 9, 2023

annuity, institutional best practices, good fit

Read More

6 minute read

Annuities and Institutional Best Practices: A Good Fit

Could it become a future breach if DC plans don’t at least consider them?

byMark Chamberlain, BCF

May 12, 2023