Bond Allocations of PE-Led and Non PE-Led Life Insurers
Retirement Income Journal
by No Author
3w ago
The post Bond Allocations of PE-Led and Non PE-Led Life Insurers appeared first on Retirement Income Journal ..read more
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What Recordkeepers Think about 401(k) Annuities
Retirement Income Journal
by Kerry Pechter
3w ago
The Defined Contribution Institutional Investment Association (DCIIA), a Washington, DC-based trade group, recently conducted a survey of recordkeepers to measure their progress toward facilitating income options in 401(k) plans. The post What Recordkeepers Think about 401(k) Annuities appeared first on Retirement Income Journal ..read more
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MetLife and Micruity expand their DC savings-to-income IT partnership
Retirement Income Journal
by Editorial Staff
3w ago
The two firms have already worked together on connecting MetLife’s retirement income services with Fidelity’s Guaranteed Income Direct and State Street Global Advisors IncomeWise platforms. The post MetLife and Micruity expand their DC savings-to-income IT partnership appeared first on Retirement Income Journal ..read more
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DOL Won’t Change Decades-Old ‘PRT’ Guidance – For Now
Retirement Income Journal
by Kerry Pechter
3w ago
But the report conceded that the DOL's Employee Benefits Security Administration 'has not concluded that changes to the Interpretive Bulletin are unwarranted' because of concerns about 'insurers’ ownership structures; exposure to risky assets and non-traditional liabilities; and use of affiliated and offshore reinsurance.' The post DOL Won’t Change Decades-Old ‘PRT’ Guidance – For Now appeared first on Retirement Income Journal ..read more
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Bermuda Shorts
Retirement Income Journal
by Editorial Staff
3w ago
Nassau Financial gets $200 million from Golub Capital; AM Best affirms ratings of Aspida Group, backed by Ares Mgt; 3M swaps its $2.5bn DB pension for a MetLife group annuity; Bermuda-based Apex Group sells $1.1 bn of payment-in-kind notes to Carlyle and Goldman Sachs; Oceanview establishes reinsurer in Cayman Islands; Bermuda Triangle insurer receives ‘negative’ outlook. The post Bermuda Shorts appeared first on Retirement Income Journal ..read more
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The Bermuda Triangle’s 1980s Roots
Retirement Income Journal
by Kerry Pechter
3w ago
There are clear similarities between the business scheme that brought down Executive Life Insurance Co. in 1991 and the 'Bermuda Triangle' strategy that many US life/annuity companies use. The post The Bermuda Triangle’s 1980s Roots appeared first on Retirement Income Journal ..read more
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An In-Plan Annuity with Three Life Insurers
Retirement Income Journal
by Kerry Pechter
1M ago
Asset manager AllianceBernstein and three life insurers—Jackson National, Lincoln National, and Nationwide—are offering their Secure Income Portfolio deferred variable annuity (with income rider) to plan sponsors as a retirement drawdown tool. The post An In-Plan Annuity with Three Life Insurers appeared first on Retirement Income Journal ..read more
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A Plan Sponsor’s Guide to In-Plan Annuities
Retirement Income Journal
by Kerry Pechter
1M ago
Broadridge, Cannex, The Index Standard, Micruity, and ERISA attorney Fred Reish have co-produced a 39-page guide designed to help 401(k) plan sponsors choose a retirement income tool for their plans. The post A Plan Sponsor’s Guide to In-Plan Annuities appeared first on Retirement Income Journal ..read more
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Athene’s group annuities not the ‘safest available,’ lawsuit charges
Retirement Income Journal
by Editorial Staff
1M ago
The suit against Athene may be a test case for the legitimacy of Bermuda Triangle strategy. In other news from the Bermuda Triangle: Annuity sales boom attracts private equity-backed insurers: AM Best; 26North in $4.9 billion reinsurance deal; Suit continues against Aon plc over Bermuda reinsurance; Strength ratings of Everlake Life (formerly Allstate) downgraded; Midland National FIA for RIAs leads its category. The post Athene’s group annuities not the ‘safest available,’ lawsuit charges appeared first on Retirement Income Journal ..read more
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Test-drive annuities at CANNEX/Luma ‘Marketplace’
Retirement Income Journal
by Editorial Staff
1M ago
The Annuity Marketplace will provide income, rate, yield, and product information on annuities from more than 60 issuers, a CANNEX release said. Advisers can illustrate the outcomes of market scenarios and investment choices across products, asset allocations, riders, and annuity categories. The post Test-drive annuities at CANNEX/Luma ‘Marketplace’ appeared first on Retirement Income Journal ..read more
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