A bipartisan effort in Congress to ease annuity use in 401(k)s follows years of related academic research.
Industry groups and investor advocates alike seek enactment of the measure that increases workplace plans, eases annuity inclusion.
Allowing groups to negotiate health plans with insurers could make it easier for small businesses to find affordable coverage.
National Association of Fixed Annuities puts focus on 5th Circuit Appeals decision to kill regulation.
Allianz Life Insurance Co. of North America shed the most money on the indexed side, and Prudential Annuities on the variable end, both losing more than $2 billion in sales year-over-year.
The fiduciary rule may be taken off the books as a result of the ruling, and an SEC fiduciary standard wouldn't cover products not registered as securities
Market Synergy Group argued the regulation treated the annuity products arbitrarily and violated rulemaking procedures.
Analysts say the insurer is the only one to guarantee its cap rates during the contract surrender period, a boon for investors but potentially opening it up to more risk.
Voya wrongly recalled securities it had loaned out to mutual fund clients early in order to give a tax benefit to its insurance affiliates.
And that's where a financial adviser truly shines — here's how to help them
Employers have increasingly offloaded their pension liabilities to insurance companies as pensions have become costly to keep on the books.
Two months after the insurer provided the names of those owed pension payments, the state has located the majority of them.
Blueprint Income's founders aim to save America from retirement insecurity.
New guide offers ideas for estimating and funding retiree health care.
Legislation by Rep. Richard Neal would require most small businesses to establish a retirement plan and automatically enroll employees.
Innovative strategies are needed as investors face the end of the long bull cycle in fixed income.
Uncertainty over the Labor Department rule, in addition to a potential SEC fiduciary regulation and others from the states, was a primary contributor to the industry's slide.
Many accounts are unfunded and not receiving contributions, group finds.
Advisers should position the products more like fixed income than equities.
Lower tax rates make it more advantageous to fully fund pension plans, often a prerequisite to conducting a pension risk transfer.
