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Retirement security advocates hope to attach SECURE to budget legislation in coming weeks

Despite overwhelming bipartisan support in the House, measure remains stuck in the Senate.


Headwinds to annuities in 401(k) plans persist

Legal and administrative challenges have stalled uptake by plan sponsors.


Jackson National suspends fee-based annuity sales in New York due to best-interest rule

Others insurers are also poised to pull out of the New York market given the tougher sales standards.


Creating time-tested retirement income plans

Two veteran advisers reflect on more than 35 years of managing retirees' assets and expectations


Variable, indexed annuities may cost more than you think

This detail could catch clients off guard when they surrender or exchange a policy.


Annuity yield in short supply as interest rates falter

Few highly rated insurers are offering fixed annuities guaranteeing more than 3%, a challenge for advisers in search of yield for clients.


Cost to play bigger role in investment recommendations

Large firms are well-situated to comply with the cost standards in the SEC's Reg BI given changes they made to prepare for the DOL fiduciary rule.


SEC draws ire with indexed annuity misstep

The regulator issued an investor bulletin about indexed annuities that instead described a different product — a buffer annuity.


Insurers pivot amid declining interest rates

American Equity, American Financial Group, Lincoln National and Principal say lower interest rates are leading to reduced annuity payouts and, in some cases, lower sales.


Fee-based annuities still require caution, despite IRS olive branch

The agency may have fixed a big tax problem for RIAs, but issues remain with many fee-based products.


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