Browsing Tag
Insurance
80 posts
Congressional Bill Increases Annuity Use in 401ks
Recently-introduced legislation to increase so-called lifetime income options (annuities) in 401k and similar retirement plans specifically notes that…
January 13, 2018
Americans Want Annuities (Wait, What?) in Retirement Plans
Only a third of workers have access to retirement plans that offer a “secure income stream for life,”…
October 19, 2017
Tough Tax Talk Reveals Dems’ Investment Ignorance
Last week brought a chorus of howls over President Trump’s tax reform. Among the sophomoric (and expected) soundbites…
October 3, 2017
Fiduciary Rule Whacks Annuities
Fiduciary rule fallout continues, with a (not unexpected) decrease in annuity sales of 10 percent, to $105.8 billion,…
August 24, 2017
Fiduciary Hit to Indexed Annuities?
The spectacular run for indexed annuities is on the wane. Is the fiduciary rule to blame? Yes, but…
May 30, 2017
How Much Income Would Annuities Provide 401k Participants?
An annuity option in the investment menu would account for well over a third of needed income in…
May 25, 2017
Hold Off on the Social Security Hypocrisy
[Update: A reader took issue with our description of Social Security as an entitlement program, noting it was…
May 16, 2017
A Critical Checklist for 401k Fiduciary Liability Insurance
Retirement plan sponsors are more exposed to litigation by plan participants than ever before. Under the Employee Retirement…
January 25, 2017
John Hancock ETF Teams With Dimensional Fund Advisors (Again)
John Hancock Investments has added to it exchange-traded fund lineup with the launch of John Hancock Multifactor Developed International…
December 18, 2016
More Bad News for Variable Annuities in Wake of DOL Fiduciary Rule
Variable annuities will continue to feel the negative effects of the Department of Labor’s (DOL) Conflict of Interest Rule,…
November 28, 2016