Browsing Tag
401(k) Annuities
169 posts
401(k) Participant Interest in Annuities Surges, LIMRA Says
Over three-quarters of DC plan participants say they would be likely to invest in an in-plan annuity if offered by their employer
The 2024 Game Plan for In-Plan Annuities
Providers say working strategies now in place for guaranteed income solutions to start winning over meaningful numbers of 401(k) participants
Fidelity Rolls Out Immediate Income Annuity for Retirement Plan Participants
Company says new digital solution targets growing market demand for workplace annuity options
Annuities in Retirement Plans: Tamiko Toland’s Insights on Guaranteed Income Solutions
Guaranteed in-plan lifetime income solutions is a hot topic in the workplace retirement market these days, and we wanted to hear from one of the foremost experts on these products in “Annuity Yoda” Tamiko Toland.
‘Peak 65’ is Here, and Findings Suggest Annuities Can Protect Income
Report by Alliance for Lifetime Income calls for a “new retirement security framework” to fill retirement income gaps
Financial Advisors May Influence How Participants Think About Annuities
The Center for Retirement Research at Boston College analyzes how advice impacts annuity usage
Digital Capabilities Could Spike Annuity Usage
New research from IRI suggests that streamlined digital tools could lead to increased usage of annuities
Brighthouse Releases Fixed Indexed Annuity Suite
Brighthouse's new SecureKey touts growth opportunities and protection against market loss
Insurance Industry Questions Next Steps for DOL Fiduciary Rule
In light of the Department of Labor's latest fiduciary proposal, critics question whats to come for the insurance industry
IRI’s Jason Berkowitz: Why Biden’s Fiduciary Rule Gets it Wrong
The American Retirement Association approves the Department of Labor's latest ERISA fiduciary definition update, while insurers dispute its necessity, labeling it a regulatory overreach on investment advice. Jason Berkowitz from the Insured Retirement Institute outlines significant issues with the proposed ERISA changes, critiquing both the policy and President Biden's recent statements on the retirement sector. Berkowitz examines the five-part test and Prohibited Transaction Exemptions' effects on ERISA fiduciaries, reflecting the lifetime income industry's regulatory stance.