Banks Earn Record First-Half Annuity Income
Second-quarter 2014 annuity commissions reached $916.8 million, the second-highest quarterly mark on record, according to the Michael White Bank Annuity Fee Income Report.
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 ArticleJohnny RetirementSeed
Steve Vernon, actuary-turned-retirement-guru, travels the country spreading retirement planning wisdom... and promoting his books and website: "I joke that I’m a ‘one-rat’ experiment. I’m living the...
View ArticleExperts Assess the Latest on 'QLACs'
Mark Fortier, Prudential's Srinivas Reddy, ERISA lawyer Fred Reish, Steve Shepherd of Aon EnnisKnupp and Jody Strakosch shared their views with RIJ about recent statements by Treasury official Mark...
View ArticleWhat’s In a Brand Name? Great-West Will Find Out
By creating the new brand, “Empower,” for its US retirement business, Great-West Financial resolves the identity crisis that followed acquisitions of Putnam and JPMorgan Retirement Plan Services.
View ArticleTwo Robo-Advisors, Two Income Strategies
Two robo-advisors, Betterment.com and SigFig.com, have retirement income generating functionalities. But are they robust enough to put an advisor with retirement income training out of work? Read and...
View ArticleWill a Robo-Advisor Eat Your Lunch?
"It comes down to this: ‘How much personalized service am I willing to give up to save 75 basis points a year?” said Jack Waymire about the robo-advisors. He runs a client-advisor matchmaking service...
View ArticleAnnuity owners are more confident: LIMRA
Among households with more than $1 million in assets, 44% percent of annuity owners say they are “very confident” of a secure retirement compared to 35% of non-annuity owners, according to a survey by...
View ArticleLincoln Financial enhances its deferred income annuity
The enhancements to the contract do not include any features made possible by the federal government’s Qualifying Longevity Annuity Contract announcements this year, a Lincoln spokesman said.
View ArticleEaton Vance gets SEC approval for ‘managed ETFs’
The SEC has just approved a request to list and trade exchange-traded managed funds on NASDAQ, and has issued a notice of intent to grant exemptive relief to permit offering of exchange-traded managed...
View ArticleAIG Offers First Qualified Longevity Annuity Contract
“[The qualified longevity annuity contract] will take a while to get going,” said Stan Haithcock, of Stantheannuityman.com, “but once people realize that it lets them reduce their RMDs, and that it...
View ArticleExperts Assess the Latest on 'QLACs'
Mark Fortier, Prudential's Srinivas Reddy, ERISA lawyer Fred Reish, Steve Shepherd of Aon EnnisKnupp and Jody Strakosch shared their views with RIJ about recent statements by Treasury official Mark...
View ArticleExperts Assess the Latest on 'QLACs'
Mark Fortier, Prudential's Srinivas Reddy, ERISA lawyer Fred Reish, Steve Shepherd of Aon EnnisKnupp and Jody Strakosch shared their views with RIJ about recent statements by Treasury official Mark...
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 ArticleExperts Assess the Latest on 'QLACs'
Mark Fortier, Prudential's Srinivas Reddy, ERISA lawyer Fred Reish, Steve Shepherd of Aon EnnisKnupp and Jody Strakosch shared their views with RIJ about recent statements by Treasury official Mark...
View ArticleWhat’s In a Brand Name? Great-West Will Find Out
By creating the new brand, “Empower,” for its US retirement business, Great-West Financial resolves the identity crisis that followed acquisitions of Putnam and JPMorgan Retirement Plan Services.
View ArticleTwo Robo-Advisors, Two Income Strategies
Two robo-advisors, Betterment.com and SigFig.com, have retirement income generating functionalities. But are they robust enough to put an advisor with retirement income training out of work? Read and...
View ArticleRIJ Goes to: the DCIIA Academic Forum
At the Academic Forum of the Defined Contribution Institutional Investors Association Monday, executives from 401(k) asset managers mingled with top retirement researchers. The venue: Goldman Sachs....
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