In the Media

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November 14, 2023
Here’s the reality of annuity ownership: not everyone annuitizes, not everyone "income-tizes." But everyone dies. That’s why annuity owners should start thinking about their “live on” money as a “leave on” legacy asset.
News Organization: Advisor Magazine
October 28, 2022
“Fixed annuities can be especially useful to those who will be retiring in the near future and have a lot they want to see, do and accomplish in those first few years of retirement.” In a BenefitsPRO article, Mark MacGillivray, director of financial institutions for Individual Annuities at The Standard, shares the benefits of utilizing fixed annuities in the early years of your clients’ retirement plans.
News Organization: BenefitsPRO
October 19, 2022
“It is important to choose a TPA and recordkeeper who collaborate and work well together, by understanding their respective roles and responsibilities, having clear and consistent processes, and effectively and easily sharing information.” Rita Taylor-Rodriguez, TPA sales director at The Standard, highlights the benefits of partnering with a third-party administrator in a new National Association of Plan Advisors article.
News Organization: National Association of Plan Advisors
October 4, 2022
Looking for ideas to improve plan optimization? Learn tips on how to introduce stable value funds into target date allocations in a new National Association of Plan Advisors article by Kent Bartell, director of investment research at The Standard.
News Organization: National Association of Plan Advisors
July 20, 2022
“Small business owners and high-earning individuals can have the opportunity to significantly increase their tax-qualified retirement savings, reduce their taxes and be better positioned for retirement.” Learn more in InvestmentNews where Joel Mee, senior director of retirement plan sales at The Standard, highlights three potential options for employees working for a small business: 401(k) plus Cash Balance Plan, New Comparability Profit Sharing Plan and Triple Stack Match.
News Organization: InvestmentNews
July 20, 2022
“Help your small business clients attract and retain new talent by setting themselves up to successfully meet the expectations of the new labor market.” In a new 401(k) Specialist Magazine article, Joel Mee, senior director of retirement plans at The Standard, outlines SIMPLE IRAs and 401(k) plans and what advisors should look for when making recommendations for their small business clients.
News Organization: 401(k) Specialist
July 20, 2022
Ken Waineo, senior director of business development and sales operations at The Standard, provides an overview on market value adjustments (MVAs) in a new Advisor Magazine article, including when and why MVAs are applied.
News Organization: Advisor Magazine