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The Daily Read on Semi-Liquid Funds
Wednesday, October 7, 2026The Morning Brief →Sign in
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LIMRA

In network coverage since August 19, 2026 · 16+ stories
Network coverage
the_wrap

ERIC and NAGDCA ask IRS to route Saver's Match through plan rollover systems

J.P. Morgan separately broadened access to SmartRetirement Lifetime Income on Retirement Link through an expanded connection with Empower.
investments · Oct 7Transamerica pooled plans reach $34.2 billion, shifting the focus to retirement income
the_wrap · Oct 6Halbert Hargrove's four-annuity plan exposes annuity fee gap
practice · Oct 5Northwestern Mutual survey: 61% expect long-term care, 54% have not planned for it
advisers · Oct 5Halbert Hargrove built one client's income plan on four unbilled annuities
RIA · Oct 5Fee-based annuities are about 1% of premiums as insurers court RIAs
RIA · Oct 2Annuity adoption still trails client demand as cost and control objections persist
the_wrap · Sep 17The default, not the annuity shelf, now decides retirement income
book · Sep 17The October decisions that set the withdrawal rate
RIA · Sep 15Life insurance's year-three lapse problem is an advice gap RIAs can close
portfolio · Sep 10Clients bought protected participation, not yield, in Q2 annuities
income · Sep 10LIMRA's final Q2 tally slips, with fixed-rate deferred carrying the miss
advisers · Aug 21Planning cuts retirement stress by 40 points
the_wrap · Aug 20Annuity records mask the advice gap
income · Aug 19Annuity sales hit record $123.9B as Fed hawks reshape fixed income
income · Aug 19Protected-income demand is outrunning advisor delivery
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