This paper explores ways in which the SECURE 2.0 changes enhance the addition of guaranteed retirement income contracts to plans.

This paper examines how retirees can spend more money each year in retirement by pooling the risk of an unknown lifespan with other retirees through an annuity — a benefit that is often described as a mortality credit.

This paper is the first in a series where we explore what it takes to be a financial professional who identifies as a “retirement planning professional.” In other words, a person prepared to help clients shift…

This literature review explores the role research suggests annuities should play in retirement portfolios, drawing on a wide range of academic studies and industry analysis.