Many pension risk transfers in recent years have gone to Athene, and two recent suits over plans' choice of the insurer suggest more cases will follow.
The strategic collaboration will allow more plan participants to benefit from an advisor managed accounts service.
The law firm behind one of the cases is well-known for its 401(k) and 403(b) litigation: Schlichter Bogard.
Research from MassMutual underscores gaps between retirees and pre-retirees, as well as evolving views on retirement satisfaction.
Three-fifths of workers have access to a plan, with the average contribution topping $5,000 for the second straight year.
The proposed budget seeks to increase taxes for corporations and the wealthy.
Retirement planning is a core foundation for every client, says Trevor Wilde of Wilde Wealth Management.
EBRI research reveals the benefits of matching contributions, the untapped power of investing balances, and the influence of age on usage.
Finding different ways to interact with Gen Xers and millennials is top of mind in the industry, advisor says.
But are they ready to provide the unique advice that's required?
The advisor tech provider is streamlining the annuity process for RIAs as it adds another carrier to its platform.
Helping clients put a solid plan in place for paying their tax liability can make the annual tax process less painful for many.
New report from Fidelity uncovers changing attitudes about retirement, concerns around savings, and use of technology across generations.
Fixed annuity sales broke records, pushing Athene Annuity & Life to top-seller status.
Study reveals optimistic outlook for long retirement.
The collaboration aims to empower insurers, retirement service providers and other stakeholders against financial crime.
With the final version of the rule now at the Office of Management and Budget, it won't be long before it's published. Don't expect a lot of changes, lawyers say.
Women have less insurance coverage and more concerns than men, but financial professionals can step in to bust myths about insurance.
The president wants to raise the capital gains tax rate to a base of 39.6 percent, up from 20 percent, and establish a minimum tax rate of 25 percent on households worth at least $100 million.
A host of new rules and regulations impacting high-net-worth individuals take effect this year, not to mention a significant old one that’s expiring at the end of 2025.
