Financial / 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 ArticleMorningstar Enters the Indexed Age
Just in time for the activation of the DOL fiduciary rule, Morningstar has expanded its Annuity Intelligence resources to include indexed and fixed annuities.
View ArticleThis Couple Needs Your Advice
These two people, ages 64 and 63, have a combined net worth of about $2.5 million. They're looking for ways to generate income in retirement. Here are some specifics about their finances. What would...
View ArticleCloudy with a Chance of Lawsuits
If the fiduciary rule and its Best Interest Contract Exemption are here to stay, will they trigger a wave of lawsuits against advisory firms? No one seems to know for sure.
View ArticleHonorable Mention
Brief or late-breaking items from Accenture, Envestnet, T. Rowe Price, Voya Financial, Ernst & Young and Cerulli Associates.
View ArticleT. Rowe Price Reopens the Market for Payout Funds
Managed payout funds haven't gotten much traction in the last decade. But T. Rowe Price hopes that its target-date fund/payout fund hybrid, the Retirement Income 2020 Fund, will help it retain money...
View ArticleAffluent People on Medicaid? It Can Happen
Only six percent of Medicaid recipients use nursing homes, but their bills account for 42% of Medicaid spending. Many of those who receive Medicaid for long-term care expenses are once-affluent people...
View ArticleWhen Growth is Not Enough
'It may be that the most rhetorically populist president since Andrew Jackson will, in practice, not be populist enough,' writes the former Fed chairman in this excerpt from an address this week to...
View ArticleNationwide’s new ‘Care Concierge’ program fills an advisory vacuum
The program extends Nationwide's internal employee assistance benefits, such as health advocacy, counseling and access to legal services, to owners of certain Nationwide variable annuity products.
View ArticleHappy Independence Day
Retirement Income Journal will take a one-week recess to celebrate the July 4 national holiday and will not appear on July 6. We will return to our weekly publishing schedule on July 13. We hope you...
View ArticleOnly one of the 10 largest HSAs gets great grades: Morningstar
Morningstar evaluated HSAs from Alliant Credit Union, Bank of America, BenefitWallet, HealthEquity, HealthSavings Administrators, HSA Bank, Optum Bank, SelectAccount, The HSA Authority, and UMB Bank.
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 ArticleThis Couple Needs Your Advice
These two people, ages 64 and 63, have a combined net worth of about $2.5 million. They're looking for ways to generate income in retirement. Here are some specifics about their finances. What would...
View ArticleCloudy with a Chance of Lawsuits
If the fiduciary rule and its Best Interest Contract Exemption are here to stay, will they trigger a wave of lawsuits against advisory firms? No one seems to know for sure.
View ArticleT. Rowe Price Reopens the Market for Payout Funds
Managed payout funds haven't gotten much traction in the last decade. But T. Rowe Price hopes that its target-date fund/payout fund hybrid, the Retirement Income 2020 Fund, will help it retain money...
View ArticleA High-Tech Challenge for High-Touch Advisors
Wealth management firms know they need next-gen ‘fintech.’ But many of them don’t know exactly which digital tools to buy or where to apply them in their businesses, tech vendors say.
View ArticleLawsuit accuses oil and gas firm of not using Vanguard’s cheapest funds
Participants in Pioneer Natural Resources USA's 401(k) plan accuse the sponsor of offering them Vanguard's retail share class funds instead of institutional share class funds and failing to negotiate...
View ArticleKeyCorp buys HelloWallet from Morningstar
The $134.5 billion bank holding company may be the first bank to move into the financial wellness space, which has been dominated by retirement companies. Financial terms of the transaction were not...
View Article