Honorable Mention
Nationwide enters the exchange-traded funds arena, The Principal sells a group annuity to NCR in a pension risk transfer deal, Fidelity reports record 401(k) balances.
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 ArticleTrick or Tweet
Uncertainty about tax legislation, and Congress’ apparent disinterest in 401(k)s except as a kind of piñata, lent a daffy, fatalistic tension to many of us at the ASPPA and LIMRA annual conferences,...
View ArticleRetireUp Turns Pro
RetireUp Pro is the latest iteration of RetireUp, the popular income planning solution. Its evolution has been shaped by part-owner Annexus Ventures and Annexus, the prominent indexed annuity design...
View ArticleHope, Despair: SPARK Forum Has It All
At SPARK's retirement conference, Millennium Trust, Paychex and GuidedChoice announced a new workplace IRA plan. Bill Meyer pitched his Social Security-centric planning tool. And BlackRock hinted at...
View ArticleThe Real Risk to the Global Economy
'The risk [to financial stability] stems less from unpredictable shocks than from the slow erosion of institutions that investors trust to make an uncertain world more predictable,' writes the senior...
View ArticleWade Pfau's Latest Book
'“This book presents the probability-based approach” to retirement spending strategies, Pfau told RIJ in a recent interview. 'If annuities are off the table, here’s what you can do.'
View ArticleBetterment to offer direct online charitable giving
Clients decide how much to donate and Betterment will fund the gift with the most appreciated shares in their portfolio, according to a Betterment release.
View ArticleNew crediting strategy for Allianz Life indexed VA
When the annual change in the index value is zero or positive, the client will receive the entire annual credit of the 'Precision Rate,' Allianz Life said.
View ArticleAre 401(k) providers ‘applying’ to top universities?
There has been a decline of 403(b) plans offered by higher education institutions and an upswing in the popularity of 401(k) plans, according to a survey by Transamerica, which is a full-service...
View ArticleA third of lower-income participants don’t ‘strike their match’
Only 67% of those earning $35,000 to $45,000 a year contributed enough to their 401(k) plans to get their employer's entire match, while 90% of those earning $75,000 or more did, according to the...
View ArticleIt’s official: Jackson National VA will feature Vanguard fund options
On September 25, 10 new Vanguard funds became available as investment options across Jackson’s product offerings. The launch was first by RIJ in the October 12, 2017 issue.
View ArticleThe Turmoil inside TIAA
Articles criticizing TIAA appeared in the NY Times recently. In response, two former TIAA executives, speaking anonymously, described the competitive, cultural and financial pressures facing the...
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 ArticleRetireUp Turns Pro
RetireUp Pro is the latest iteration of RetireUp, the popular income planning solution. Its evolution has been shaped by part-owner Annexus Ventures and Annexus, the prominent indexed annuity design...
View ArticleHope, Despair: SPARK Forum Has It All
At SPARK's retirement conference, Millennium Trust, Paychex and GuidedChoice announced a new workplace IRA plan. Bill Meyer pitched his Social Security-centric planning tool. And BlackRock hinted at...
View ArticleWade Pfau's Latest Book
'“This book presents the probability-based approach” to retirement spending strategies, Pfau told RIJ in a recent interview. 'If annuities are off the table, here’s what you can do.'
View ArticleThe Ambiguity of Tax Deferral
A failure to agree on whether or not there's 'government money' in tax-deferred savings accounts has complicated our debates over the DOL fiduciary rule, the need for a harmonized fiduciary standard,...
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