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Retirement Income Journal: Retirement Income Journal - The information forum of the decumulation industry.

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Sixteen large life/annuity companies, led by Athene Annuity and Life's $23B, received advances totaling almost $90 billion from the Federal Home Loan Bank in 2025 (see chart at right). In other news, Cayman regulator aims for ‘jurisdictional maturation’; Apollo caps withdrawals from private credit fund; AM Best discusses reinsurance ‘sidecars’; Sixth Street invests in Monumen...


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The partnership combines Morningstar Wealth’s research and asset allocation expertise, public market strategies from Franklin Templeton and J.P. Morgan Asset Management, and private market strategies from Apollo and Franklin Templeton.

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The three 401(k) annuities described here differ in their pre-retirement crediting mechanisms, their flexibility for the owners, and in the scope of their guarantees. (This article includes current map of 401(k) income option universe, from DCIIA.)

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Empower to buy Milliman's retirement businesses; Ford offers Hueler’s Income Solutions platform as 401(k) distribution option; U.S. Treasury selects two BlackRock funds for Trump Accounts; Security Benefit launches short-surrender period FIA; Prosperity FIA has 10-year and 14-year surrender periods; New ERISA fiduciary violation case filed in Virginia.

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