‘Public-Option’ Workplace IRAs Proceed in Oregon, California
“The day after President Trump signed the repeal [of the DOL safe harbor ruling], we had a press conference and announced that we were proceeding as planned,” said Katie Selenski, executive director...
View ArticleJellyvision Knows Financial Wellness
In this first of a two-part series on financial wellness, RIJ talks with the customer insight chief of a leading vendor in the field. 'We ask, ‘Where is the pain that’s costing employers money, and...
View ArticleAnecdotal Evidence: Voya, Northwestern Mutual and Fake DOL Comments
New Year's reflections on: Voya's departure from the annuity business, Northwestern Mutual's new live-for-today television ads, and the Wall Street Journal's exposure of counterfeit postings on the...
View ArticleHonorable Mention
Envestnet, AdvisorEngine and The Segal Group all make acquisitions, and Zillow estimates the total value of U.S. homes at $31.8 trillion. Lincoln Financial appoints Joe Mrozek to head of intermediate...
View ArticleVoya’s strength ratings are under review
In late December, Voya announced that it would sell its closed block variable annuity (CBVA) and individual fixed indexed annuity (FIA) segments to a consortium of investors led by Apollo Global...
View Article“Fiduciary” share of advised retail assets up 68% since 2005: Cerulli
'Fee-based relationships better align with the goals of firms, advisors, and investors by tying revenue growth to client portfolio performance,' Cerulli commented.
View ArticleIs Northwestern Mutual’s new ad campaign a bellwether?
'Through focus group research, Northwestern Mutual found that the tension between living for now and saving for later was universal for people regardless of demographics,' a press release said.
View ArticleWhy Low Inflation Is No Surprise
'Those who have used the prevailing economic fable about the 1970s to predict upward outbreaks of inflation in the 1990s, the 2000s, and now the 2010s have all been proven wrong,' writes the Berkeley...
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 ArticleThe Crypto-Capitalist and His Digital Tontine
“This [retirement financing] problem needs to be solved,” Dean McClelland, founder of TontineTrust, told RIJ. With the fervor of a convert, he believes that cryptocurrencies, blockchain, smart...
View Article‘Public-Option’ Workplace IRAs Proceed in Oregon, California
“The day after President Trump signed the repeal [of the DOL safe harbor ruling], we had a press conference and announced that we were proceeding as planned,” said Katie Selenski, executive director...
View ArticleJellyvision Knows Financial Wellness
In this first of a two-part series on financial wellness, RIJ talks with the customer insight chief of a leading vendor in the field. 'We ask, ‘Where is the pain that’s costing employers money, and...
View ArticleHow Demand-Siders See the New Tax Law
'The [new tax law] will likely stimulate investment and encourage domestic and foreign companies to do business in the United States,' write Tyson (above) and Mendonca. 'But the increase in the growth...
View ArticleThe Elusive ROI of Financial Wellness Efforts
Estimates for the return-on-investment from financial wellness programs vary. One source puts the savings at $50 per employee per year for every incremental (1 to 10) increase in average financial...
View ArticleThat Confusing 'Pass-Through' Provision
Because Congress insisted on producing the new tax bill in less than two months, JCT, IRS, and Treasury were overwhelmed and did not complete a proper complexity analysis, writes our guest columnist,...
View ArticleHonorable Mention
RetireUp acquires RepPro, Northwestern Mutual hires Lori Brissette from USAA and invests in ClientWise; Eversheds Sutherland starts a catastrophe relief fund for its employees; Robert P. Regnery and...
View ArticleFormer New York Life executive Chris Blunt joins Blackstone
Mr. Blunt joins Blackstone after 13 years at New York Life, where he most recently served as president of the Investments Group.
View ArticleGerman workers adjust to retirement plans without guarantees
Germany, like the U.S., has a retirement plan coverage problem. A new law, for the first time, allows employers and workers to set up U.S.-style defined contribution plans. But the plans lack the...
View ArticleNew DIY decumulation software from team of Meyer and Reichenstein
'Incorporating the latest tax code and social security calculations, Income Strategy goes far beyond currently available retirement calculators,' claims William Meyer (pictured) about his new income...
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