Murphy to run Great-West retirement business
Edward Murphy III, previously the head of defined contribution at Putnam, will lead the second largest provider in the U.S. defined contribution market with nearly seven million participants and more...
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 ArticleAnatomy of a Success: Elite Access
Jackson National Life's Elite Access variable annuity zoomed from zero to a $1 billion in quarterly sales in less than two years. Using the craze for 'liquid alts' as a hook, it revived the concept of...
View ArticleQLACs Take Flight, But Will They Soar?
Taxable distributions from qualified longevity annuity contracts can be deferred until as late as age 85. But how popular will they be, and will they be used for longevity risk protection or as a tax...
View ArticleReplacing Those Disputed Replacement Rates
What was so important about a tiny column of numbers, missing from Table V.C7 of the 2014 Social Security Trustees Report?
View ArticleGoin' to Kansas City
In search of answers to big economic questions, I'll attend the 12th International Post-Keynesian Conference at the University of Missouri next week, before heading to Williamsburg, Va., for the IRI...
View ArticleThe Tailwinds in Vanguard's Sails
At $64.8 billion, net flows into Vanguard funds in the first half of 2014 were greater than the flows of the next five fund families combined, according to Morningstar’s mid-year analysis.
View ArticleA ‘Babysitter’ for Immature Rollovers
GuidedChoice, the 401(k) participant advice provider, and InspiraFS, a recordkeeper specializing in IRAs, have joined forces to turn automatic rollovers from a problem into a profit center.
View ArticleCerulli publishes pointers on capturing IRA rollovers
Of the $1.1 trillion that former participants could have rolled over in 2013, $720 billion remained in plans, awaiting future action, Cerulli analysts said.
View ArticleMany women minimize their Social Security checks: Nationwide
Women who took their benefit early reported an average monthly payment of $1,025. Those who waited until age 70 collected an average of $1,630 a month, according to Nationwide's survey of 471 women.
View ArticleDon’t fall in love with “Inge”
Using Inge, ING customers will be able to speak via a “human-like conversational interface” to control their mobile banking app.
View ArticleOregon gets closer to sponsoring a statewide retirement plan
“The next step is for the legislature to settle on details and create a savings program," said Edward Brewington, AARP Oregon executive council member.
View ArticleThe Bucket
Brief or late-breaking items from Western & Southern, BNY Mellon, and Jefferson National.
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 ArticleQLACs Take Flight, But Will They Soar?
Taxable distributions from qualified longevity annuity contracts can be deferred until as late as age 85. But how popular will they be, and will they be used for longevity risk protection or as a tax...
View ArticleReplacing Those Disputed Replacement Rates
What was so important about a tiny column of numbers, missing from Table V.C7 of the 2014 Social Security Trustees Report?
View ArticleThe Tailwinds in Vanguard's Sails
At $64.8 billion, net flows into Vanguard funds in the first half of 2014 were greater than the flows of the next five fund families combined, according to Morningstar’s mid-year analysis.
View ArticleThe Bucket
Brief or late-breaking items from Deloitte, Voya, Lincoln Financial, Strategic Business Insights and Morningstar Inc.
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