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 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 Article'Tell Ken Fisher To Stuff It'
That's what variable annuity pioneer Bob Saltzman said at the Insured Retirement Institute's 25th anniversary conference in Florida this week. The fiduciary rule, he added, will lower the cost of...
View ArticleDon't Mess Up a Good Thing
Fee-based indexed annuities have generous crediting terms. But unless fee-based advisors can decide how to bill clients for holding such a safe, low-maintenance product, they may not recommend the...
View ArticleAnnuity-Friendly Nominee at DOL
Preston Rutledge (above) is reported to be the Trump administration's nominee to lead the DOL's Employee Benefits Security Administration, which handles the fiduciary rule, et cetera. He's currently...
View ArticleJackson National VAs Offer Vanguard Funds
Ten Vanguard funds (including seven actively managed funds) are now available as investment options in several Jackson National variable annuities, including the fee-based Perspective Advisory II,...
View ArticleDOL delay will help annuity sales in 2018: LIMRA
Because of the delay of the DOL fiduciary rule, LIMRA Secure Retirement Institute now expects fixed annuity sales to increase 5-10 percent in 2018, an improvement over the expected 0-5 percent decline...
View ArticleAnother Nobel Surprise for Economics
The Nobel committee just honored Richard Thaler, one of the founders of behavioral economics. Our guest columnist calls the choice controversial but appropriate.
View ArticleOOPs! Medical expenses can eat up retirement income
Nearly one-fifth of retirees had less than half of their 2014 Social Security income remaining after out-of-pocket (OOP) spending, with 6% of retirees having less than half of their total income after...
View ArticleFinancial Engines adds college and health planning modules for participants
The innovations are part of Financial Engines' initiatives in the emerging field of 'financial wellness' for plan participants.
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 Article'Tell Ken Fisher To Stuff It'
That's what variable annuity pioneer Bob Saltzman said at the Insured Retirement Institute's 25th anniversary conference in Florida this week. The fiduciary rule, he added, will lower the cost of...
View ArticleDon't Mess Up a Good Thing
Fee-based indexed annuities have generous crediting terms. But unless fee-based advisors can decide how to bill clients for holding such a safe, low-maintenance product, they may not recommend the...
View ArticleAnnuity-Friendly Nominee at DOL
Preston Rutledge (above) is reported to be the Trump administration's nominee to lead the DOL's Employee Benefits Security Administration, which handles the fiduciary rule, et cetera. He's currently...
View ArticleHonorable Mention
Stash has a new banking app, Cerulli reports higher CIT sales, David Blanchett's prize-winning paper, and new hirings/promotions at Voya Financial and MassMutual.
View ArticleRetirement research from the CFA Institute etc.
Experts at the CFA Institute, PIMCO, Alliance Bernstein, Standard & Poors', IMCA (now the Investment and Wealth Institute), State Street Global Advisors and elsewhere produced a lot of great...
View ArticleA Western & Southern Group income annuity joins Fidelity online platform
Western & Southern Group's IncomeSource immediate annuity joins comparable products from Guardian, MassMutual, New York Life and The Principal on the Fidelity Insurance Network, an online...
View ArticleRIIA Sells RMA Designation to the Investment and Wealth Institute (formerly...
'We asked ourselves, ‘Who would be the best choice for a partner for a joint venture?’ We made a strategic map and the Investment and Wealth Institute was the first choice,' said Francois Gadenne,...
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