Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
July 03, 2024
Is This Outcome Worse Than Going Broke in Retirement?It's rational for a retiree to fear running out of money, but it's also easy to miss the bigger picture.
July 02, 2024
New SEC RILA Rules Accentuate the Negative, Commissioner SaysRegistering new products will get easier, but the required notices could scare off investors, Hester Peirce warns.
July 01, 2024
SEC to Let Insurers Register RILAs on a Simpler FormThe shift also affects market-value-adjusted annuities but not annuity spigots plugged into ordinary portfiolios.
June 26, 2024
Pru, TIAA, State Street Put $5M in 401(k) Plan Annuity Tech FirmMicruity, which connects asset managers with insurers, also counts Pacific Life and Western & Southern as backers.
June 25, 2024
There's Still Time for a Gen X Rescue Bridge to Retirement: EconomistJason Fichtner has thoughts about how to help younger generations through the early retirement years.
June 25, 2024
Labor Secretary Considers Rewrite of Pension Risk Transfer RulesJulie Su, the acting DOL head, told Congress she's looking at issues such as private equity ownership and reinsurance.
June 20, 2024
MOVEit Cyberattack Suits Could Get a FrameworkThe data security breach affected more than 26 million users' life insurance, annuities and retirement savings programs.
June 18, 2024
We Have Regulators Too, Bermuda's Insurers SayThe companies' trade group points out that their home has rigorous oversight standards, and taxes.
June 17, 2024
How to Explain RILAs BetterThe annuities have a reputation for being complicated. Maybe you can fix that.
June 17, 2024
Principal Ordered to Pay $7.3M to Medical Research FoundationThe foundation says the company let an advisor recommend unsuitable life and annuity products.