Portability Is Key to Lifetime Income Solutions
By Charles E.F. Millard This article was originally published by National Association of Plan Advisors. Lifetime income should be part of any 401(k) or defined contribution plan. In fact, more [...]
Must-Ask Question: Is This Solution Efficient for the Insurance Carrier, Too?
By Charles E.F. Millard Not all lifetime income solutions are designed equally. This may seem obvious to those following the field after passage of the SECURE Act, and it quickly becomes apparent [...]
Annexus company finding retirement plans receptive to annuities
By John Hilton This article was originally published by InsuranceNewsNet. Annexus Retirement Solutions occupied a niche position within the Annexus empire, creating and managing new annuity [...]
Lifetime Income Solutions Only Work if They Are Simple & Easy for the Participant
By Charles E.F. Millard For decades, the insurance and investment industries have tried to sell products that deliver lifetime income in retirement. But those products won’t be adopted unless [...]
When Choosing a Lifetime Income Solution, Make Sure You Don’t Sacrifice Growth
By Charles E.F. Millard Lifetime income solutions make a lot of promises: guaranteed payouts; liquidity; portability; simplicity; maximizing asset growth. But do they all deliver on these [...]
Liquidity Is Vital When Evaluating Lifetime Income Solutions
By Charles E.F. Millard Participants want lifetime income. What they don’t want is to lose control of—and access to—their assets. The real challenge for any plan sponsor considering in-plan [...]
An Evaluation Process for In-Plan Lifetime Income Solutions
By Charles E.F. Millard Ever since the passage of the SECURE Act in 2019, defined contribution (DC) plans have been top-of-mind for many advisors and sponsors. Competing solutions comprise an [...]
It’s time to change the conversation from retirement savings to retirement income
To be truly successful, today’s retirement plan solutions must place participants’ needs first. By Don Dady. This article was originally published by BenefitsPRO. In recent years, we have seen a [...]
TDF Embedded Lifetime Income Solution Coming to Market By Summer
The solution can be traded like mutual funds, delivers maximized returns and offers distribution flexibility. By Rebecca MooreThis article was originally published by PlanAdviser Since Annexus [...]
Nationwide, Annexus Roll Out ‘Next-Gen’ In-Plan Guaranteed Income Solution
“Lifetime Income Builder” meant to help 401(k) plan participants maximize their retirement income By Brian AndersonThis article was originally published by 401k Specialist Nationwide and Annexus [...]
