Annuities

  1. All
  2. Articles

Watch breaking news videos and read news updates about Annuities on investmentnews.com

  1. Articles

    What top 401(k) plans do differently

    A new ranking reveals which industries have the best plans — and what features set them apart.

  2. Articles

    Jackson National extends variable annuity lead

    Sales of Elite Access product helps firm stay ahead of Lincoln National, TIAA-CREF and AIG.

  1. Articles

    Zurich restricts contributions to popular variable annuity contract

    Zurich restricts contributions to popular variable annuity contract. Maximum total purchase payments reduced from previous limit of $1 million to just $10,000.

  2. Articles

    This week's top stories for advisers

    As the week comes to a close, it's time to catch up on the advice industry's biggest developments that grabbed readers' attention.

  3. Articles

    Variable annuity scam architect settles with SEC, admits to wrongdoing

    As part of an SEC settlement, ex-broker admitted to running an $80 million scheme that profited from the deaths of terminally ill patients.

  4. Articles

    GAO report calls for more disclosure of managed accounts in 401(k)s

    The Labor Department should require providers to share more on fees, performance and benchmarking, GAO says.

  5. Articles

    Surrender fees haunt legacy 403(b) plans

    As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.

  6. Articles

    Can an adviser affiliated with an insurance company be fee only? Yes.

    State rules on insurance affiliation complicate fee-only status for some CFPs.

  7. Articles

    Advise clients on deferred-income annuities

    Deferred-income annuities can alleviate retirees' fears of running out of money late in life, but they are not for everyone.

  8. Articles

    Structured product annuities pose challenges for regulators

    As Voya plans to be the fifth company offering these newfangled products, regulators still struggle to classify them

  9. Articles

    Annuity industry pushes SEC for summary prospectus rule

    Not on regulator's agenda until March 2015, industry believes sooner action would aid investor understanding.

  10. Articles

    Variable annuity sales raising concern: Finra official

    Product remains at top of investor complaint list and the self-regulator wants to ensure investors understand what they're getting into.

  11. Articles

    Life insurers turn focus to uncapped indexed annuities

    Advisers and investors need to be fully aware of contract terms to explain nuances, answer client questions.

  12. Articles

    BlackRock raises equity allocation in target date funds

    Changes to LifePath Index come as other providers also have sought to increase equity allocations after retirement.

  13. Articles

    Beware state premium taxes on annuities

    With different rates in different states, these under-the-radar taxes require close scrutiny of annuities contracts to avoid hidden surprises.