Investment Products and Service Launches
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Investment Products and Service Launches

Charles Schwab releases variable annuity options; Vanguard announces plans to launch ultra-short bond ETF; and Annexus Retirement Solutions releases Lifetime Income Builder. By Amanda Umpierrez This article was originally published by PlanSponsor Charles Schwab Releases Variable Annuity Options Charles Schwab has introduced two new variable annuities. The Schwab Genesis Variable Annuity is offered directly to…

Annexus Retirement Solutions Shifts the Paradigm in Retirement Plan Industry with Announcement of Lifetime Income Builder
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Annexus Retirement Solutions Shifts the Paradigm in Retirement Plan Industry with Announcement of Lifetime Income Builder

The innovative new design is engineered to fundamentally change how income is generated and delivered through defined contribution plans SCOTTSDALE, Ariz. (January 21, 2021) – Annexus Retirement Solutions, a leading retirement income product design company, today announced its new solution, Lifetime Income Builder. Lifetime Income Builder is financially engineered to help participants maximize lifetime income…

Commentary: It’s time to make 401(k) plans into real pension plans
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Commentary: It’s time to make 401(k) plans into real pension plans

By Charles E.F. MillardThis article was originally published by Pensions & Investments Throughout the presidential campaign, during the transition and at his inauguration, Joe Biden has consistently said he wants to renew bipartisanship in Washington. But the first step is finding something both parties can agree on. Fortunately, that challenge is not as monumental as…

6 Barriers to In-Plan Retirement Income Adoption
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6 Barriers to In-Plan Retirement Income Adoption

By Dave Paulsen This article was originally published by 401(K) Specialist Annuities have been part of successful individual retirement income strategies for a long time. But the adoption of income solutions has eluded the institutional market for decades. This is because the design of these first-generation income solutions has been fundamentally flawed, creating the following…

Annexus Retirement Solutions Launch Signals Rise of DC Plan Lifetime Income
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Annexus Retirement Solutions Launch Signals Rise of DC Plan Lifetime Income

The firm says the formal launch of Annexus Retirement Solutions precedes the rollout of innovative in-plan retirement income solutions in 2021. By John Manganaro This article was originally published by Plan Adviser. Annexus has announced the launch of a venture called “Annexus Retirement Solutions,” a new division that will focus on “re-engineering” the target-date fund (TDF)…

Annexus To Offer Lifetime Income in Target Date Funds
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Annexus To Offer Lifetime Income in Target Date Funds

There has been a growing sense of urgency among defined contribution stakeholders By John SullivanThis article was originally published by 401(K) Specialist Annexus will begin offering annuities in target date funds, the company announced Tuesday, part of an effort to include lifetime income as part of defined contribution plans, “a necessary innovation that has eluded…

New Annexus Division to Develop Annuity Products for 401(k)s
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New Annexus Division to Develop Annuity Products for 401(k)s

While Annexus is not yet ready to discuss specific products, it has filed six patents to bring retirement income products into the 401(k) space. By Diana BrittonThis article was originally published by  Wealth Management Scottsdale, Ariz.-based Annexus, which designs retirement income products, has launched a new division dedicated to building guaranteed retirement income products using…

Annexus New Venture Aims to Reinvent Retirement Plan Market
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Annexus New Venture Aims to Reinvent Retirement Plan Market

Annexus Retirement Solutions has developed an innovative solution to deliver lifetime income through defined contribution plans SCOTTSDALE, Ariz. December 15, 2020 – In response to the growing retirement income crisis, today Annexus – the leading designer of retirement income products – announced the launch of Annexus Retirement Solutions. This new venture has focused on reengineering…

Annexus Retirement Solutions Launches to Address In-Plan Guaranteed Income
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Annexus Retirement Solutions Launches to Address In-Plan Guaranteed Income

The new division of Annexus will focus on “re-engineering” target-date fund (TDF) structures to better enable guaranteed lifetime income as part of defined contribution (DC) plans. By John ManganaroThis article was originally published by PLANSPONSOR.com Annexus has announced the launch of a venture called “Annexus Retirement Solutions,” a new division that will focus on “re-engineering” the…

Thinking About Adding an In-Plan Lifetime Income Solution? 5 Factors to Consider
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Thinking About Adding an In-Plan Lifetime Income Solution? 5 Factors to Consider

By Charles E.F. MillardThis article was originally published by National Association of Plan Advisors When the SECURE Act was signed into law in December of 2019, it seemed that plan sponsors would be focused on lifetime income solutions in 2020. Instead, the COVID-19 crisis struck. Since then, asset managers, recordkeepers, insurance companies, and consultants have…