2018 Industry News

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Three researchers present a retirement spending strategy focused on delaying Social Security and getting the most out of RMDs. By Janet Levaux In a world of defined contributions, American workers have three challenges — inadequate savings, leakage (or loans/early withdrawals) tied to their retirement accounts and the need for retirement income. Plus, just half of all...
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Based on the results of a new CANNEX study, advisers who are looking to provide clients with guaranteed income should seriously consider both income annuities and savings annuity contracts that offer GLWBs. By John Manganaro Read here.
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David Davala, with Findley, discusses considerations for defined benefit (DB) plan sponsors before deciding whether to transfer some of their pension risk to an annuity provider. By David Davala, senior consultant at Findley Read here.
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