Explore the role of annuities in U.S. retirement planning, their complexity, advisor challenges, and their benefits for income security and lifestyle integration.

Federal judge permits lawsuit alleging Bank of America's 401(k) forfeiture policy breaches federal vesting laws, spotlighting retirement plan compliance.

Athene Holding sustains leadership in U.S. annuities despite a 19% sales decline and nearly vanished pension deals. Strategic focus shifts to fixed-indexed annuities and defined contribution retirement solutions amid litigation challenges.

A leading Third-Party Administrator adopts CalcFocus Achieve and Forecast systems to modernize policy administration, enhance digital service, and accelerate Life and Annuity product deployment.

Tropical Storm Erin is intensifying and predicted to become the first hurricane of the season, with minimal impact expected on South Florida. Additional Atlantic waves show low development potential.

Michigan financial advisor Todd Bernstein charged with insurance fraud for submitting false annuity applications involving early annuity surrenders, under investigation by Michigan DIFS and Attorney General.

Explore how changes in CPI reporting and BLS leadership impact inflation-protected retirement income strategies, focusing on annuities with fixed escalators versus CPI-based adjustments.

Jackson Financial reports strong Q2 growth driven by RILA annuities and improved capital allocation, signaling positive trends in the U.S. insurance market.

Jackson Financial reported strong Q2 2025 earnings with growth in Registered Index-Linked Annuity sales and improved capital management, supported by digital adviser tools and strategic asset allocation.

Employer advocacy groups urge the 4th Circuit to dismiss speculative ERISA claims challenging pension risk transfers, emphasizing legal compliance and impact on retirement plans.