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© Touchpoint Markets, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more inforrmation visit Asset & Logo Licensing.
By Lynn Cavanaugh | July 02, 2025
Social Security benefits will be depleted in 2033, according to SSA’s latest trustees report, and retirees will need extra funds to make up the shortfall, unless Congress takes action, according to PensionBee.
By Lynn Cavanaugh | July 01, 2025
While over half of annuity providers already offer a retirement in-plan solution, a majority believe that automatic plan defaults will be the most effective catalyst for broader adoption, according to a Goldman Sachs annuity survey.
By Lynn Cavanaugh | July 01, 2025
On July 1, a new Nuveen and TIAA campaign explores the power of guaranteed income in retirement planning through the story of Bonilla’s legendary income deal in 2000, when he deferred payment for 10 years – an unusual move at the time – similarly to a fixed annuity.
Research Report
Sponsored by Zorro and Ambetter Health
2025 Broker ICHRA Survey Report
What do brokers really think about ICHRA five years in? This report reveals how the model is evolving, what’s driving adoption, and what brokers need to succeed as demand grows.
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Sponsored by ArmadaCare
4 Key Win-Wins of Executive Medical Plans: Unlocking Far-Reaching Organizational Value
This infographic explores a cost-effective and compliant way to solve clients’ business problems before busy season hits full stride.
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Sponsored by TIAA
Advising on Annuities: The In-Plan Advantage for Your Clients
Secure income is a top priority for your clients’ retirement plans, but annuities can be complex. This guide clarifies in-plan vs. retail options, empowering you to offer superior advice, highlight cost savings, and enhance client trust.