The Wharton Financial Institutions Center from the prestigious Wharton School of Business at the University of Pennsylvania released a study entitled Real World Index Annuity Returns. This study provides the first empirical exploration of fixed indexed annuity returns based upon actual contracts that were sold and actual interest that was credited on those contracts. Click [...]

The National Retirement Risk Index measures the share of American households who are ‘at risk’ of being unable to maintain their pre-retirement standard of living in retirement. The Index results from comparing households’ projected replacement rates – retirement income as a percent of pre-retirement income – with target rates that would allow them to maintain [...]