Tontines in the Townships of South Africa
Who is a South African startup going to call when they need advice on creating a tontine-like micro-pension for low-income workers? Our guest columnist and tontine expert met with a pension provider...
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 ArticleOn the Case: A Solution from ‘Retirement NextGen’
Robert Fourman, a colleague of Curtis Cloke at Acuity Financial, uses their Retirement NextGen software to create a retirement income plan for Andrew and Laura, a near-retirement couple with $1.24...
View ArticleBill Sharpe's "Lockbox" Income Strategy
The Nobel Prize winner's new e-book describes a retirement income generation method that combines Modern Portfolio Theory and income annuities. Advisors, life insurers, quants and even retirees should...
View ArticleOn the Case: Income from a ‘Certified’ Used Annuity
In this latest income solution for "Andrew and Laura," a real couple near retirement, Bryan Anderson of AnnuityStraightTalk and Nathaniel Pulsifer of DCF Exchange combine a secondary market annuity,...
View ArticleThe Normalization Delusion
'The psychological bias to expect a return to “normality” will remain strong. But the drivers of post-crisis economic performance are so deep that no return to normality is likely any time soon,'...
View ArticleHow to attract IRA asset transfers: LIMRA SRI
People ages 45 and older were significantly less likely than people ages 40 to 44 (29% vs. 11%) to move their IRAs recently, according to research by the LIMRA Secure Retirement Institute.
View ArticleMassMutual aims to compete harder for defined benefit business
PensionSmart Analysis, as MassMutual calls its newest tool, is available to DB plan sponsors through financial advisors and consultants who serve the pension recordkeeping, investments and actuarial...
View ArticleA few big IBD deals, lots of smaller RIA deals: Fidelity
The ten largest independent broker-dealers manage 65% of all b/d assets and 48% of all b/d advisors, according to a new report from Fidelity Clearing & Custody Solutions, a unit of Fidelity...
View ArticleHonorable Mention
Brief or late-breaking items from Nuveen, Ubiquity Retirement + Savings, and Conning.
View ArticleBob Reynolds Sees the Future of 401ks
In his new book about the U.S. retirement system, the CEO of Great-West Financial and Empower Retirement endorses the embedding of guaranteed lifetime income options in 401(k) plans. He also talks...
View ArticleAllianz, Aegon et al Inject New ‘Variable’ into Dutch DC Biz
In the Netherlands, American-style drawdowns of variable payments from defined contribution plans is a novel idea.
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 ArticleBill Sharpe's "Lockbox" Income Strategy
The Nobel Prize winner's new e-book describes a retirement income generation method that combines Modern Portfolio Theory and income annuities. Advisors, life insurers, quants and even retirees should...
View ArticleOn the Case: Income from a ‘Certified’ Used Annuity
In this latest income solution for "Andrew and Laura," a real couple near retirement, Bryan Anderson of AnnuityStraightTalk and Nathaniel Pulsifer of DCF Exchange combine a secondary market annuity,...
View ArticleBob Reynolds Sees the Future of 401ks
In his new book about the U.S. retirement system, the CEO of Great-West Financial and Empower Retirement endorses the embedding of guaranteed lifetime income options in 401(k) plans. He also talks...
View ArticleTrump Tax Plan Revealed
'The framework retains tax benefits that encourage work, higher education and retirement security,' said the report issued by the White House Wednesday. It was entitled, Unified Framework for Fixing...
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