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 ArticleA ‘Blueprint’ to Sell Income Annuities Direct
Abaris Financial, founded in 2014 to market SPIAs, DIAs and QLACs online, has rebooted itself as Blueprint Income. It hopes to sell single-premium immediate and deferred annuities as well as...
View ArticleHow to Have Enough Money for Retirement
More than 10,000 economists converged last month on Philadelphia (where Ben Franklin's bronze likeness idles on a bench on the Penn campus) for the American Economic Association's annual meeting....
View ArticleSpain Looks for New Ways to Save
Spain plans to reduce the fiscal burden of its national pension by dropping cost-of-living increases. Retirees will need to offset the loss of purchasing power with other savings. But the DC system...
View ArticlePoland unveils retirement system overhaul
Poland is preparing to use auto-enrollment to move workers into a new kind of employer-based defined contribution plan, with mandatory employer and employee contributions. The 20-year-old system of...
View ArticlePrincipal’s Mexico retirement business acquires MetLife’s
After the purchase, Principal in Mexico will manage around 3.4 million individual accounts for retirement with the equivalent of US$12.3 billion of assets under management at the current exchange rate...
View ArticleBuilding a Personal Pension, a Month at a Time
Recent filings show that Prudential plans to launch a direct-sold, auto-pay, multi-premium fixed deferred income annuity called GIFT, or Guaranteed Income for Tomorrow.
View ArticleIRI Presents its Lobbying Goals for 2018
The Insured Retirement Institute, which advocates for the interests of manufacturers and distributors of annuities on Capitol Hill, held a somewhat muted press conference this week.
View ArticleBrighthouse offers new VA rider
FlexChoice Access offers a 5% compounded annual deferral bonus for the first 10 contract years. Contract owners can choose whether to receive level payments for life or higher withdrawals early in...
View ArticleWestern & Southern reports $337 million in PRT business
Western & Southern offers pension risk transfer (PRT) services through its institutional markets business unit, which it established in September 2017.
View ArticleAnnuity Sales Declined in 2017: LIMRA
Structured annuity sales increased 25% in 2017, to $9.2 billion, but indexed annuity sales fell year-over-year for the first time since 2009, according to the LIMRA Secure Retirement Institute.
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 ArticleHow to Have Enough Money for Retirement
More than 10,000 economists converged last month on Philadelphia (where Ben Franklin's bronze likeness idles on a bench on the Penn campus) for the American Economic Association's annual meeting....
View ArticleSpain Looks for New Ways to Save
Spain plans to reduce the fiscal burden of its national pension by dropping cost-of-living increases. Retirees will need to offset the loss of purchasing power with other savings. But the DC system...
View ArticleBuilding a Personal Pension, a Month at a Time
Recent filings show that Prudential plans to launch a direct-sold, auto-pay, multi-premium fixed deferred income annuity called GIFT, or Guaranteed Income for Tomorrow.
View ArticleHomage to Andalusia
Sevilla’s residents radiated a comforting joie de vivre. That, along with the Andalusian sunshine, made my spouse and I think seriously about returning, if not retiring, to southern Spain.
View ArticleBond Market Frets Over Treasury Supply
'Without wanting to be unduly alarmist, the U.S. has a debt problem,' writes our guest columnist regarding the roots of recent market volatility. 'And that is not going to change under this president....
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