Americans are deeply concerned about their financial futures—and our recent research highlights the urgency of addressing retirement income security.
Plan sponsors play a critical role in overcoming educational challenges related to in-plan annuities. Survey findings reveal that a vast majority of participants believe plan sponsors should provide educational training and assessment tools to help determine whether in-plan annuities are appropriate for their individual situations.
Our in-depth conversations with participants revealed several promising strategies for improving educational effectiveness:
- Consistent Financial Advisor Engagement
- Interactive Planning Tools
- Practical Demonstrations
Plan sponsors who tackle these challenges strategically position themselves to create meaningful competitive advantages while genuinely improving participant retirement outcomes.
Read the Full Article
Read the first article in this series, In-Plan Annuities: Meeting the Demand for Guaranteed Retirement Income
Read the second article in this series, Leverage the $9T In-Plan Annuities Opportunity - Before Your Competitors Do
Read the third article in this series, Recordkeepers: Are You Ready to Build the Future of In-Plan Annuities?
CASE STUDY: DEUTSCHE PFANDBRIEFBANK AG —INAUGURAL SRT
January 15, 2026
A&M's PAG team acted as lead financial advisor to Deutsche Pfandbriefbank AG (pbb) on its first synthetic Significant Risk Transfer (SRT) securitisation, referencing a $2 billion loan portfolio secured by Commercial Real Estate (CRE) properties in the US.
Rewiring Finance for 2026: Intelligence, Connectivity, and Velocity
January 13, 2026
The financial industry is undergoing a profound transformation, driven by the need to evolve from static systems of record to dynamic systems of intelligence, interoperability, and real-time settlement. Read our first article in our three part series.
CASE STUDY: ILTE – SECURITISATION OF MULTI-APARTMENT BUILDING RENOVATION LOANS ORIGINATED BY THE GOVERNMENT OF LITHUANIA
January 8, 2026
A&M has acted as Arranger of the first publicly rated securitisation in Lithuania and the Baltic States. Vytis Reno Loans 2025-1 DAC Class A Debt achieved a AAA rating by Fitch and Scope, raising EUR 112 million, the first transaction of this asset class in Europe and the first AAA rating on Nasdaq Baltic.
Four Trends Reshaping Asset Management and the Impact on Asset Servicers
January 6, 2026
Over the last decade, the asset management industry has been undergoing a significant structural transformation, reshaped by investor demand, geopolitical shifts, product innovations, regulatory changes, and new technologies.
