Pardon My Cynicism
Though well-intended, the proposal to put projections of future income on plan participants' statements may simply divert time and energy from more important issues that remain unresolved--like the...
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
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 ArticlePublic Pensions, Version 2.0
In New Brunswick, Canada, city officials and union leaders are experimenting with a new, more frugal kind of public pension that’s based on the principle of “Shared Risk.”
View ArticleHow to Make Annuitization More Appealing
In the embedded video, Brigitte Madrian of Harvard (pictured) describes the results of two surveys of older Americans about lifetime income that she and a team of other Ivy League researchers...
View ArticleJackson National, New York Life, lead annuity sellers: LIMRA
YTD, sales of deferred income annuities grew 151% to nearly $1 billion, versus the first half of 2012. DIA sales are on pace to reach $2 billion by the end of this year — doubling the prior year's...
View ArticleIt’s an Index! It’s an Income Calculator! It’s a Fund!
BlackRock’s new CoRI helps older DC plan participants find out how large an income annuity they can afford to buy at retirement—but it stops short of helping them buy one.
View ArticleAs Equities Rise, So Do VA Sales—A Little
Prudential's variable annuity sales fell by 42% and MetLife's by 21% in the second quarter of 2013, compared to the first quarter, but other market leaders appeared to make up for the lost capacity,...
View ArticleNominate Your Favorite Income Product
RIJ is sponsoring an award to be given by the Retirement Income Industry Association this fall. Send us your nominees for the "most innovative income product" by September 6.
View ArticleAnnuity Specs is now “Wink”
Wink’s portal for life insurance and annuity information is LooktoWink.com. Visitors can find the AnnuitySpecs and LifeSpecs tools, which provide product details and comparisons.
View ArticleStudy faults retirement and investment websites
Company sites that were evaluated included Ameriprise, E*Trade, Fidelity, Merrill Edge, Schwab, T.D. Ameritrade, T. Rowe Price and Vanguard.
View ArticleOutflows from bond funds accelerate
“The exodus from bonds suggests that if the Fed actually starts tapering—as opposed to just talking about doing something in the future—it might be more disruptive than Wall Street thinks,” said David...
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticlePublic Pensions, Version 2.0
In New Brunswick, Canada, city officials and union leaders are experimenting with a new, more frugal kind of public pension that’s based on the principle of “Shared Risk.”
View ArticleHow to Make Annuitization More Appealing
In the embedded video, Brigitte Madrian of Harvard (pictured) describes the results of two surveys of older Americans about lifetime income that she and a team of other Ivy League researchers...
View ArticleIt’s an Index! It’s an Income Calculator! It’s a Fund!
BlackRock’s new CoRI helps older DC plan participants find out how large an income annuity they can afford to buy at retirement—but it stops short of helping them buy one.
View ArticleRetiremEntrepreneur: Mike Alfred
"Save like you will retire, but live like you won't," is part of Alfred's personal retirement philosophy. He is co-founder and CEO of BrightScope, the first firm to rate retirement plan quality and...
View ArticleSummer Is Almost Over. So Is QE
“The unwinding of QE is a place we have never been before," says Phil Chiricotti, president of CFDD. The effects, and the end, of quantitative easing were also on the minds of Vanguard's Ken Volpert...
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