Financial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleCDAs and the Law
Contingent deferred annuities (CDAs) are on the minds of insurers these days and took up a fair portion of yesterday’s seminar on securities products of insurance companies at the Practicing Law...
View ArticleBig Blue Longevity Dots
For Prudential Financial’s 30-second Super Bowl ad, its agency built a scoreboard-sized wall in a park in Austin, Texas and recruited hundreds of random Texans to post pie-sized blue stickers on it.
View ArticleThe Retirement Income Paradox
In a survey of advisors on the topic of retirement income, GDC Research and Practical Perspectives found the firm that certain "contradictions" are making it hard for firms to take advantage of the...
View ArticleWhat’s good for General Motors…
More than one-third (39%) of 230 U.S. DB plan sponsors representing almost five million employees told Aon Hewitt they are “somewhat” or “very likely” to offer lump-sum payouts to terminated vested...
View ArticleIs NEST a threat to Britain’s private pension providers?
Launched last October, NEST (National Employment Savings Trust) is a government-supported defined contribution for Britain's under-savers. Changes to NEST that would make it more competitive with...
View ArticleUS mutual fund assets near the $15 trillion mark
“Assuming modest economic expansion this year, it is plausible that annual stock and bond fund flows exceed $500 billion, more than 50% above the previous annual record,” said Avi Nachmany, SI’s...
View ArticleIn January, U.S. stock funds received highest inflows since 2004
Vanguard topped all fund families in January with overall inflows of $17.6 billion, 87% of which flowed to the firm’s passive lineup.
View ArticleMeir Statman recommends mandatory national DC plan
“It is time to switch from libertarian-paternalistic nudges to fully paternalistic shoves,” writes Meir Statman, a professor of finance at Santa Clara University, in the draft of a new paper called,...
View ArticleSorry to Burst Your Bubble
A look at the way bond funds recover from rate hikes and a review of the effect of rate hikes in the 1970s and 1980s on bond funds shows that fears of a bond bubble may be overblown.
View ArticleRussell puts its “adaptive investing” model in new TDF series
According to a Russell release this week, the Adaptive Retirement Accounts, like conventional TDFs, would be a qualified default investment alternative (QDIA) under federal regulations, but would be...
View Article$300 billion parked with former employers
After leaving a job and a 401(k) plans, most Americans take five years or more to move their retirement savings into a rollover IRA, according to a new survey of former participants by Cogent Research.
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleBig Blue Longevity Dots
For Prudential Financial’s 30-second Super Bowl ad, its agency built a scoreboard-sized wall in a park in Austin, Texas and recruited hundreds of random Texans to post pie-sized blue stickers on it.
View ArticleThe Retirement Income Paradox
In a survey of advisors on the topic of retirement income, GDC Research and Practical Perspectives found the firm that certain "contradictions" are making it hard for firms to take advantage of the...
View ArticleSorry to Burst Your Bubble
A look at the way bond funds recover from rate hikes and a review of the effect of rate hikes in the 1970s and 1980s on bond funds shows that fears of a bond bubble may be overblown.
View ArticleAIG Life and Retirement gets an A+ from Fitch
AIG reported significantly improved profitability in the first nine months of 2012, with net income of $7.6 billion relative to a modest net loss in the prior year period. Life & Retirement’s...
View ArticleThe Online 401(k) offers $200 for successful leads
“By instituting the referral incentive, we are hoping to debunk common myths about retirement plans and help Americans at businesses of all sizes effectively save for their retirement,” the Online...
View ArticleThe New Yorker launches business hub
The work of well-known business feature writers like Malcolm Gladwell, Ken Auletta, John Cassidy and James Surowiecki will be featured on the site.
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