Browsing Tag
401(k) Annuities
180 posts
A 401(k) annuity is a retirement income option where savings from a 401(k) plan are used to purchase an annuity, providing guaranteed payments for a set period or for life. This option converts part or all of your account balance into predictable income, helping protect against outliving your savings. Payments can be fixed or variable based on the annuity type. While annuities can offer stability and longevity protection, they may limit liquidity and can have fees. They’re typically chosen by retirees seeking steady income rather than managing investments themselves.
Measuring Retirement Income Outcomes: Allianz Life’s Danielle Kelso
Allianz Life Insurance Company of North America’s latest white paper takes a deep look at how different retirement…
IncomeConductor Modernizes Annuity Planning with New Modeling Capabilities
The new features would allow advisors to simulate future annuity purchases, assign COLAs to annuity income streams, and more
MetLife Annuities Added to Alight Worklife Platform Serving 12M DC Participants
Plan sponsors can now offer MetLife’s Guaranteed Income (MGI) fixed immediate annuity and Retirement Income Insurance (RII) QLAC
Equitable Broadens Lineup of Registered Index-Linked Annuities
The expanded suite also includes death benefit options for clients wanting to leave a legacy to loved ones
Lincoln Financial Upgrades Fixed Indexed Annuities
The new FIAs provide more options for growth and diversification while offering protection, Lincoln says
DOL Eliminates Annuity Safe Harbor Final Rule
The Labor Department removed the final rule after organizations called for its elimination, noting that it would deter employers from offering annuities in retirement plans
Should 401(k) Plans Offer Annuities and Alternative Investments?
Jeff Briskin of Briskin Consulting questions whether private equity options should be included in retirement plan accounts
Defining Value Creation in the Decumulation Phase with Allianz Life’s Danielle Kelso
As retirement plan participants transition from the accumulation phase to decumulation, the focus moves from building wealth to…
Corebridge Partners with Venerable on Variable Annuity Transaction
The transaction is valued at $2.8 billion
Midland Advisory Partners with Dimensional on Annuities
The new annuity solution draws on the performance of underlying Dimensional ETFs