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What’s driving growth in the fixed indexed annuity market?

What’s driving growth in the fixed indexed annuity market?

September 23, 2019

As consumers began to put more weight on preserving their retirement assets than growing them, fixed indexed annuity sales picked up.

Funding an HSA with an IRA

Funding an HSA with an IRA

September 17, 2019

Although the ability to move funds from an IRA to an HSA is limited, it can be a valuable way to deploy IRA funds.

Jackson National to reintroduce fee-based annuities in New York

Jackson National to reintroduce fee-based annuities in New York

September 16, 2019

The No. 2 seller of annuity products was reassured by new guidance issued by New York regulators.

Medicare IRMAA surcharges to be adjusted for inflation in 2020

Medicare IRMAA surcharges to be adjusted for inflation in 2020

September 16, 2019

Indexing will slow the rise in Medicare premiums for some retirees.

Five Key Things for Plan Sponsors to Consider When Choosing a Stable Value Fund

Five Key Things for Plan Sponsors to Consider When Choosing a Stable Value Fund

September 16, 2019

When selecting a stable value investment option, today’s defined contribution retirement plans have a variety of products…

Making a DC plan’s nest egg last a lifetime

Making a DC plan’s nest egg last a lifetime

September 16, 2019

For defined-benefit plan participants, pieces of the retirement income puzzle fit into place relatively easily. Once a regular…

New rate environment challenges DB plan sponsors

New rate environment challenges DB plan sponsors

September 16, 2019

Last month’s inversion of the U.S. yield curve roiled equity markets throughout the world as investors worried about…

Lincoln, other insurers likely to backtrack on New York annuity pullback

Lincoln, other insurers likely to backtrack on New York annuity pullback

September 12, 2019

New York regulators issued new guidance that puts the industry at ease.

The SEC botched title reform. New York got it right

The SEC botched title reform. New York got it right

September 11, 2019

The SEC backed off a promising provision in its proposed rule, while New York takes on use of misleading titles in no uncertain terms.

Lincoln, Penn Mutual pull insurance products from New York in wake of best-interest rule

Lincoln, Penn Mutual pull insurance products from New York in wake of best-interest rule

September 6, 2019

The departures follow the news that Jackson National halted sales of some products in the state.

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