Financial tremors shake Poland’s retirement pillars
To help reduce a general budget deficit, the government has had to divert contributions away from the second pillar, a defined contribution plan whose Polish acronym is OFE, to the Pay-As-You-Go first...
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleThe Best Retirement Research of 2012
For the second consecutive year, we bring you the most intriguing, influential and useful retirement-related academic research that came to our attention in the prior year.
View ArticleCutting Longevity Tail Risk Down to Size
In a white paper published last month, Milliman actuaries describe a design for a mini defined benefit plan that a plan sponsor could tuck inside a defined contribution plan like a donut tire in the...
View ArticleWhere the Wealth Is
Do you build and wholesale financial products? Cerulli reports that the giant wirehouse channel shrank slightly last year, to the benefit of the fast-growing RIA and dually-registered advisor channels.
View ArticleThe Opposite of Austerity
The respected Yale economist argues that temporarily higher taxes and higher spending is a better path to recovery than permanently lower taxes and lower spending.
View Article401(k) Litigation: The 'Next Asbestos'?
“The vast majority of 401(k) funds are at risk of lawsuits over excessive fees,” said James Holland, director of business development at Millennium Investment and Retirement Advisors, a fiduciary...
View ArticleWas That a Prohibited Transaction?
We all think we know right from wrong. But in the ERISA world, it’s not always so easy tell the difference. Listen to these war stories and decide for yourself.
View ArticleThe Bucket
Brief or late breaking items from MassMutual, New York Life, The Hartford, Retirement Clearinghouse LLC, National Planning Holdings and Protective Life.
View ArticleInstitutional investors account for 57% of equity ETF assets
The private bank channel and the RIA channel combined manage over $500 billion in ETFs, according to a new report from Strategic Insight.
View ArticleLump sum DB payouts represent rollover opportunities: Cerulli
Two new publications from Cerulli Associates point out, respectively, that advisors and IRA providers should target the lump-sum distributions of former DB plan participants and that the direct...
View ArticleNo surprise: Most Americans still not saving
A new survey shows yet again that most Americans don't save much. Given the trillions that currently sit in 401(k) plans and IRA accounts, this suggests that a minority of Americans must be saving a...
View ArticleJackson National top seller of annuities in 2012
LIMRA has published its quarterly list of top annuity sellers in the U.S. For all of 2012, Jackson National Life was the largest overall seller of annuities, with $20.4 billion, including $19.7...
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleCutting Longevity Tail Risk Down to Size
In a white paper published last month, Milliman actuaries describe a design for a mini defined benefit plan that a plan sponsor could tuck inside a defined contribution plan like a donut tire in the...
View ArticleWhere the Wealth Is
Do you build and wholesale financial products? Cerulli reports that the giant wirehouse channel shrank slightly last year, to the benefit of the fast-growing RIA and dually-registered advisor channels.
View Article401(k) Litigation: The 'Next Asbestos'?
“The vast majority of 401(k) funds are at risk of lawsuits over excessive fees,” said James Holland, director of business development at Millennium Investment and Retirement Advisors, a fiduciary...
View ArticleIncome-Generating Annuities Prospered in 2012
Investors are avoiding low-yield, accumulation-style fixed deferred annuities. Meanwhile, babyboomers seem to be flocking to fixed indexed annuities with rich living benefits or to deferred income...
View ArticleBuybacks are Buoying the Bull
Something other than fundamental value is driving the stock market, warns the chairman of TrimTabs Investment Research and portfolio manager of the TrimTabs Float Shrink ETF.
View ArticleCustomers are people, British asset managers remind themselves
"Our client may be a pension fund, our client may be a life company, but at the end of that chain is a real person that is relying on us to do something that is very, very important to them,” said...
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