Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
July 31, 2023
Vanguard Speaks Out Against New Approach to Financial RiskThe fund giant says herding different kinds of financial firms onto the same safe regulatory path could be dangerous.
July 28, 2023
State Lawmaker Group Attacks DOL Fiduciary Rule RevivalCarl Anderson, NCOIL's life chair, said a return of the 2016 rule would hurt state insurance regulation.
July 27, 2023
7 Annuity Exclusion Ratio Basics to KnowHow clients apply the rules depends on the types of annuities they own.
July 26, 2023
Life Insurers Kept Selling More Fixed Annuities in Q2The products help clients insure their income and increase issuers' exposure to guarantee risk.
July 25, 2023
GAO to DOL: Pay More Attention to 403(b) PlansThe report could also boost efforts to apply a fiduciary rule to non-ERISA 403(b) plans.
July 21, 2023
Prudential Overcomes Federal Appeal in Annuity Design CaseCase documents show how firms created and presented a product proposal.
July 20, 2023
MOVEit Data Breach Hits 30 Colleges via TIAA, Other VendorsThe Teachers Insurance and Annuity Association of America's vendor, PBI Research, used the software and experienced a "cybersecurity incident."
July 20, 2023
Bain Creates $1.15B Insurance Private Equity FundSome of the investments could involve carve-outs and turnarounds.
July 19, 2023
Constellation Launches AuguStar Annuity BusinessThe company has Canadian pension fund backing and Ohio National's old operations.