The high cost of unretired employees
If employers don't help their employees save adequately for retirement, workers are likely to postpone retirement, according to a new study from Prudential Financial. An older workforce could mean...
View ArticleThe link between wealth, education and longevity
'All socioeconomic groups are living longer, but the gains are greater for the most educated,” according to a recent paper from the Center for Retirement Research at Boston College.
View ArticleTreasury solicits opinions about ultra-long bonds
The Trump administration and Treasury Secretary Steve Mnuchin has been asking primary bond dealers if they would like the government to issue bonds with terms of 40, 50 or 100 years.
View ArticleAmericans like ‘fiduciary,’ but can’t explain it
More than half of respondents (53%) to a recent Financial Engines survey mistakenly believe that all financial advisors are already legally required to put the best interests of their clients first.
View ArticleHonorable Mention
Brief or late-breaking items from Athene Holdings, Lincoln Financial Group and Fidelity & Guaranty Life.
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleSocial Security Maximizer
The Social Security Maximizer is an integral tool for a retirement planner's comprehensive financial planning calculations.
View ArticleTime for Retirement 'SeLFIES'?
The Nobel Prize-winning economist and his colleague propose a new way to turn DC savings into retirement income. It involves 'Standard of Living Indexed, Forward-Starting, Income-Only Securities'...
View ArticleThe Case for ‘Behavioral’ Portfolio Theory
In his latest book, 'Finance for Normal People: How Investors and Markets Behave,' Prof. Statman describes the behavioral-wants frontier. He contends that people seek 'utilitarian, expressive and...
View ArticleThis Is How You Sell Annuities
'This works really well with couples, where the husband is a risk taker but the wife is worried that she’ll be left without any money,' said Curtis Cloke about Retirement NextGen, a new software tool...
View ArticleHonorable Mention
Brief or late-breaking items from Allianz, Great American Insurance Group and the Hueler Companies.
View ArticleThe Fight over Symbols Prevents Real Reform
With health, immigration, trade, and tax policy, the need for real improvements takes a backseat to counterproductive fights over political symbolism, writes our guest columnist, an economist and...
View ArticleCenter for Retirement Research gets political
The humble IRA is at the center of the two biggest retirement-related controversies in Washington, D.C. today: the fiduciary rule and the exemption from ERISA for state-sponsored auto-IRAs.
View ArticleJournal of Retirement’s Spring Issue Appears
The eight articles are available to the Journal of Retirement's paid subscribers. Brief descriptions of the articles are provided here.
View ArticleAria Retirement Solutions refreshes website, hires new president
'Our expansion supports the growth in our offering and reflects the industry-wide shift to fiduciary-friendly, fee-based solutions,' Aria chairman and CEO David Stone said in a statement.
View ArticleIn Target-Date Space, It’s Vanguard, Et Alia
Vanguard’s domination of TDF flows in recent years has paralleled its domination of overall mutual funds flows. Competitors search for ways to be different, but not too different.
View ArticleToday at the Retirement Industry Conference
The consensus here at the LIMRA Secure Retirement Institute/SOA Retirement Industry Conference is that the fiduciary rule is here to stay. But industry executives hope that it will be tweaked to...
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleSocial Security Maximizer
The Social Security Maximizer is an integral tool for a retirement planner's comprehensive financial planning calculations.
View ArticleThe Case for ‘Behavioral’ Portfolio Theory
In his latest book, 'Finance for Normal People: How Investors and Markets Behave,' Prof. Statman describes the behavioral-wants frontier. He contends that people seek 'utilitarian, expressive and...
View Article