In The News
Below please find retirement-related articles we think may be of interest. They are organized chronologically. Place your cursor over an article to see a summary. You can get full copies of any article by checking the boxes on the right (you can select as many articles are you like) and filling in your email address. The articles will be emailed to you as PDFs and / or hyperlinks (for copyright protected articles) within five minutes -- check your spam and junk mail folder if you don't see the email. Please note that Annuity FYI does not share contact information with ANY third party.
2013 Check the Box to
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2012 Check the Box to
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The National Retirement Risk Index: An Update
Munnell, Webb, & Golub-Sass, Center for Retirement Research at Boston College, October 2012- Retirees Not Maximizing Social Security Retirement Benefits
BMO Retirement Institute Report, October, 2012
- Allianz to Pay $10 Million in Multi-State Suitability Settlement:
Arthur D. Postal and Elizabeth Festa, LifeHealthPro, September 4, 2012
- Not So Expert: The Need for Financial Advice May Be More Psychological Than Practical
Buttonwood, The Economist, June 9, 2012
- Should You Buy an Annuity From Social Security?
Steven A. Sass, Center for Retirement Research at Boston College, May, 2012
- New Annuity Benefits Guarantee Lifetime Income and Reduce Market Risk
AnnuityFYI, March 7, 2012
- Market Performance and the Timing of Retirement
Rui Yao Ph.D., Eric Park, Journal of Personal Finance, March, 2012
- Annuity FYI Publishes Free Investor's Guide to Annuity Lifetime Income Benefits
AnnuityFYI, February 10, 2012
- Ohio National Pioneers a Low-Risk GLWB Strategy
Kerry Pechter, AnnuityFYI, February, 2012
- An Annuity-based Antidote to Volatility
David Port, AnnuityFYI, February, 2012
- An Investor's Guide to Variable Annuity Lifetime Income Benefits
AnnuityFYI, February, 2012
2011 Check the Box to
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- Annuities Provide Safety, At a Price
Russell Pearlman, Wall Street Journal, August 16, 2011
- Fixed Index Annuities Getting a Fresh Look
David Port, Annuity FYI, July, 2011
- From the Wreckage of the Financial Crash, Annuities Emerge as Market Safety Net
Tristram Korten, Annuity FYI, July, 2011
- Most People Uncertain How to Fund Their Retirement
Accounting Today Staff, June 29, 2011
- Searching for Certainty: Observations and Opinions on How Changing Market Conditions are Affecting 401(k) Plan Participant Outcomes
J.P. Morgan Asset Management, June, 2011
- Best Annuities: With Their Steady Income Payments, Annuities are Suddenly Hot
Darla Karen Hube, Barron's, June, 2011
- Is It Time to Buy an Annuity?
Anne Tergesen and Leslie Scism, Wall Street Journal, May, 2011
- Annuity Update: The Changing Landscape of FIAs
David Port, Senior Market Advisor, May, 2011
- Standard & Poor's Ratings Services has Reaffirmed Ohio National's "AA" Very Strong
S&P, April, 2011
- Real-World Index Annuity Returns
Journal of Financial Planning, 2011
- Making the Case to Buy an Annuity
Lavonne Kuykendall, Wall Street Journal, March, 2011
- Taking Off the Glitz: Top VA Providers Trim Benefits that Helped Build Market Share
Darla Mercado, Investment News, February, 2011
2010 Check the Box to
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- The NRRI and Annuities
Russell Pearlman, Center for Retirement Research at Boston College, October 2010
- Another Can't-Miss Deal That Can Miss Spectacularly
Jason Zweig, The Wall Street Journal, July, 2010
- Secondary Market Annuities: Too Good To Last
Kerry Pechter, Retirement Income Journal, July, 2010
- A.M. Best Reaffirms Ohio National's "A+" Rating
Press Release, The Ohio National Life Insurance Company, May, 2010
- Are Annuities Being Overhyped as a Retirement Cure-All?
Anne Tergesen, Leslie Scism, The Wall Street Journal, February, 2010
- Proposed Legislation Should Boost Retirement Annuity Sales
Alan Lavine, RegisteredRep.com, January, 2010
2009 Check the Box to
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- What I Would Do If I Were Retired
Dr. Richard C. Marston, Lincoln Financial white paper 2009
- Locking in Future Income
Leslie Scism, The Wall Street Journal, December, 2009
- Real World Index Annuity Returns
Wharton Financial Institutions Center, October, 2009
- In Retirement, Seeking the Comfort of a Sure Thing
Leslie Scism, The Wall Street Journal, September, 2009
- A Summer Crop of Variable Annuities
Kerry Pechter, Retirement Income Journal, July, 2009
- Long Derided, This Investment Now Looks Wise
Leslie Scism, The Wall Street Journal, July, 2009
- Failure of a Fail-Safe Strategy Sends Investors Scrambling
Tom Lauricella, The Wall Street Journal, July, 2009
- House Members Pomeroy and Brown-Waite Introduce "Retirement Security Needs Lifetime Pay Act" on June 8, 2009
AALU Bulletin, July, 2009
- Frustrations of a Variable Annuity Advocate
Moshe A. Milevsky, ResearchMag.com, July, 2009
- Standard & Poor's Reaffirms Ohio National's "AA" Very Strong Rating
Press Release, The Ohio National Life Insurance Company, February, 2009
- Three Ways to Deal with a Smaller Nest Egg
Robert Powell, MarketWatch, February, 2009
- Can a Hybrid 401k Save Retirement?
Amy Feldman, BusinessWeek, February, 2009
- Gift Annuities Benefit Donors, Nonprofits
Shelly Banjo and Kristen Mcnamara | Dow Jones Newswires, The Wall Street Journal, February, 2009
- Added Value -- and Anxiety -- For Variable-Annuity Owners
Leslie Scism, The Wall Street Journal, February, 2009
- Retirement Risk and Uncertainty: A Fixed Strategy
Derrick Kinney, Fort Worth Business Press, February, 2009
2008 Check the Box to
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- Is Your Annuity Safe?
Walter Updegrave, Fortune, December, 2008
- Should I Dump My AIG Policy?
Kimberly Lankford, Kiplinger.com, December, 2008
- Annuities - the ideal investment?
Elaine Morgillo, Seacoast Media Group, December, 2008
- Check Annuities For Retirement Rescue
Josh Folds, Florida Banker's Society, December, 2008
- Lifetime Income For Women: A Financial Economist's Perspective
David F. Babbel, Wharton Financial Institutions Center, July , 2008
- Insurers Are Retooling Annuities
Leslie Scism and Liam Pleven, Wall Street Journal, November, 2008
- Banks Wage Rate War for Deposits
David Enrich, Wall Street Journal, November, 2008
- Are Annuities At Risk Now? Some Answers
M.P. McQueen, Wall Street Journal, October, 2008
- The Variable Annuity and Financial Stability of the Insurance Industry
National Association for Variable Annuities, September, 2008
- Is Your AIG Insurance Policy Safe?
Brett Arends, Wall Street Journal, September, 2008
- Retirement: Win the Game of Risk
Moshe Milevsky, Money Magazine, September, 2008
- Working Beyond Retirement-Age
Kelly A. Holder and Sandra L. Clark, U.S. Census Bureau, August, 2008
- Retirement Vulnerability of New Retirees: The Likelihood of Outliving Their Assets
Ernst & Young LLP, July, 2008
- Teachers' Fund Far From the Head of the Class
Malcolm Berko, Copley News Service, June, 2008
- Tricks of the Trade
Chris Hansen, Dateline NBC, April 13, 2008
- Annuity FYI Featured in Boomer Magazine: Riding Out the Living Benefit Storm
David Port, Boomer Market Advisor magazine, March, 2008
- Evaluation of Approaches to Reducing Women's Longevity Risks
Beverly Orth, presented at the Living to 100 and Beyond Symposium, January, 2008
2007 Check the Box to
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- Study of Retirement Income Account Allocations Among Equities, Bonds and Fixed Income Annuities
Steven A. Sass, MassMutual Financial Group, November, 2007
- Variable Annuities: From Controversial to Mainstream Using a Two-Bucket Strategy, Parts 1 and 2
Ty Bernicke, FPA Journal, September, 2007
- Dueling Asset Classes: Wharton Study Demonstrates That Lifetime Income Annuities Are Best Asset Class for Financial Security In Retirement
NewYorkLife.com, August 8, 2007
- Savvy Ways to Tap Your Retirement Savings:
Great strategies to make your money last a lifetime
Thomas M. Anderson and Mary Beth Franklin, Kiplinger's Personal Finance magazine, August, 2007
- As Boomers Retire, Insurers Aim to Cash In
AXA Sees Opportunity In Savings Worries; Global Annuities Race
Ian McDonald, Wall Street Journal, June 15th, 2007
- Reducing the Risk of Variable Annuities
Jeff P. Opdyke, Wall Street Journal Online, June 6th, 2007
- Change Annuities, or Not: Terri's Uncle Asks: Is It a Good Idea To 'Upgrade' His Variable Annuity?
Terri Cullen, Wall Street Journal, April 26, 2007
- Investing With a Safety Net: How to Exploit Your Annuities
Jonathan Clements, Wall Street Journal, April 18, 2007
- New-Wave Annuities: Planners Have an Expanding Array of Annuities to Meet Client Needs
Donald Jay Korn, Financial-Planning.com, February 1, 2007
- Annuity FYI's Featured Variable Annuity, Ohio National's ONcore Value, Now Available with Even Better Living Benefit Rider
AnnuityFYI, PRNewswire, January 25, 2007
- Confessions of a VA Critic: Is the much-maligned annuity actually underpriced?
Moshe A. Milevsky, Ph.D., Research, January 1, 2007
2006 Check the Box to
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- The Good, the Bad, and the Ugly: Why Your Broker May Not Be Recommending The Most Competitive Annuity
AnnuityFYI.com, May 8, 2006
- Annuity Exit Strategies
Toddi Gutner, Bloomberg/Businessweek, May 08, 2006
- Annuity FYI Names Ohio National's ONcore Value As Its Featured Variable Annuity
AnnuityFYI, PRWeb, April 3 2006
- Ducking the VA Storm
Kristen French, Registered Rep., October 1, 2005
- Safety net main attraction to lifetime-income riders on annuities
Humberto Cruz, South Florida Sun-Sentinel, September 14, 2005
- Marketing Hype Hurts Equity-indexed Annuities
Humberto Cruz, South Florida Sun-Sentinel, August 29, 2005
- Take care when buying equity-indexed annuities
Humberto Cruz, Orange County Register, August 1, 2005
Updated 08/28/2011.
