Annuities News

Updated Wednesday, July 23, 2014 as of 4:27 PM ET

Portfolio - Annuities

Newly Approved Longevity Annuities Hit Snag: Wednesday's Retirement Scan

Our daily roundup of retirement news your clients may be thinking about.

Why your 401(k) isn't likely to offer a 'longevity annuity'
Many employer-sponsored 401(k) plans are unlikely to include longevity annuities, even though the federal rules now allow the plans to offer such financial options, according to a survey. The fiduciary responsibility of selecting annuity options from hundreds of products that insurers offer poses a big concern among employers. Companies are also worried about the administrative complications that may arise from the plan's decision to get new record keepers, or the worker's transfer to a new employer. --MSN Money more »

More in Annuities

see all

Avoid the Biggest 401(k) Mistakes: Tuesday's Retirement Scan

When does a Roth IRA make sense; How early 401(k) withdrawals can affect your retirement security; Building a solid nest egg more »

3 Planning Rules of Thumb: Monday's Retirement Scan

What to do with a 401(k) now; When a rollover is not the best idea; Planning for a stay-at-home parent more »

CDs Fashionable Again for Low-Risk Yield: Wednesday's Retirement Scan

What clients can do if they run out of money; Game changers in retirement planning; Advisors offer dos and don'ts with 401(k) plans more »

3 Smart Fixes for Social Security & Medicare: Thursday's Retirement Scan

Easy way to increase a nest egg; How divorced clients can boost retirement income; Why 'style drift' matters more »

Pitfalls of Paying for Adult Children: Tuesday's Retirement Scan

Considering alternatives to retiring; Managing an old 401(k); What to do when retirement accounts are maxed out more »

17 States Consider Low-Cost Savings Options: Monday's Retirement Scan

Immediate annuities surge, but lag other types; Never too late to plan; Different opinions on 4% rule more »

Women Face Unique Planning Issues: Wednesday's Retirement Scan

Treasury Department approves new annuity; Advisors keep clients' emotions in check; Important questions about Social Security more »

Time to Give Annuities a Second Look?

With clients worried about running out of money in retirement, should advisors give annuities a second look? Professor Moshe Milevsky think so. more »

Investing Trick: Build Your Own Annuities

These strategies can help advisors achieve annuitylike results while cutting out intermediaries and increasing returns. more »

Banks Report Record Annuity Sales

In 2013, fees and commissions from annuity sales produced $3.43 billion in revenue, up 9% from 2012, according to the Michael White Bank Annuity Fee Income Report. more »

Advisors Helping Fuel Annuity Growth

Fixed indexed annuities have helped drive overall industry growth, as advisors at large B-Ds and wirehouses embrace the controversial products. more »

Variable Annuity Sales to Reach $22B by 2018

After variable annuity sales plunged in 2012, expectations are high for the coming years for new players and higher sales. more »

Insuring vs. Budgeting: What Some Clients Don't Get

People underestimate the chances of dying from likely causes, like heart failure, while overestimating the chances of dying from an unlikely cause, like murder. This can cause big mistakes in retirement planning. more »

Slide Shows