SunGard names key trends in retirement plan services
"Larger retirement plan providers will look globally to achieve growth in new markets such as Latin America, Asia and the Middle East," the technology giant predicts.
View ArticleThe Bucket
Brief or late-breaking items from Nationwide, Spain, New York Life, Transamerica and T. Rowe Price.
View ArticlePrudential’s challenge to SIFI status heard
Prudential announced July 2, the deadline, that it would challenge its designation as a SIFI and seek a hearing. That same day, American International Group and GE Capital announced that they had...
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleWhere to Get Old Variable Annuities Appraised
Advisor Mark Cortazzo’s new business, Annuity Review, is aimed at alerting VA owners to the hidden value in contracts that they might otherwise surrender or misuse.
View ArticleThe Future of Variable Annuities
Ken Mungan and Casey Malone of Milliman, Chad Slawner and Guillaume de Gantes of McKinsey, Tim Paris of Ruark Consulting, Jerry Golden and Moshe Milevsky share their visions of the future of the...
View ArticleCloser to Where You Belong
Whither the variable annuity business? We asked Bruce Ferris of Prudential, Liz Forget of MetLife, Eric Henderson of Nationwide Financial, Dan Herr of Lincoln Financial Group, Richard Moran, formerly...
View ArticleThe Best & Worst TDF Performers
From an absolute performance standpoint, T. Rowe, TIAA-CREF, Principal, Great West and John Hancock led the 2012 charge. T. Rowe Price, TIAA-CREF and Principal were also among the top performing TDFs...
View ArticleGhost Metropolis
Detroit, not unlike parts of Baltimore and Philadelphia and many smaller Rustbelt cities, isn’t so much a failed city as an abandoned one.
View ArticleZombie 401(k) Accounts
Who ya gonna call when former participants disappear, but their retirement accounts remain undead and their checks ($735,000, in one case) go uncashed?
View ArticleGreat American Life FIAs now sold by Wells Fargo Advisors
Great American Life is a top five provider of fixed and fixed-indexed annuities in the financial institutions market, according to BISRA 2013 first quarter bank channel annuity data report and Beacon...
View ArticleSammons beefs up the investment options in its rollover IRA funds and...
Sammons has added 36 new mutual funds to its LiveWell and LiveWellPlus Mutual Fund IRA Series offerings and eight investment options to its LiveWell Variable Annuity.
View ArticleNEXCOM hires Prudential Retirement as recordkeeper
NEXCOM’s 300 stores and 14,000 employees provides military members, retirees and their families with retail products and services worldwide.
View ArticleSocial Security behavior modification: What works?
“The share of retirees collecting Social Security at age 62 has fallen 12 percentage points over the past decade,” to about half of women and less than half of men, according to a new report from the...
View ArticleS&P 500 companies post record level of pension underfunding
Data shows that S&P 500 defined pensions reached an underfunding status of $451.7 billion in fiscal 2012, up $97 billion over the $354.7 billion posted in 2011. Other post-employment benefits saw...
View ArticleFiduciary crusader gets 17 years for theft from retirement plans
The U.S. Attorney's office in Boise, Idaho, issued a press release following Matthew Hutcheson's sentencing. A retirement plan fiduciary and at one time a vocal advocate for better fiduciary...
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleThe Future of Variable Annuities
Ken Mungan and Casey Malone of Milliman, Chad Slawner and Guillaume de Gantes of McKinsey, Tim Paris of Ruark Consulting, Jerry Golden and Moshe Milevsky share their visions of the future of the...
View ArticleCloser to Where You Belong
Whither the variable annuity business? We asked Bruce Ferris of Prudential, Liz Forget of MetLife, Eric Henderson of Nationwide Financial, Dan Herr of Lincoln Financial Group, Richard Moran, formerly...
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