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DOL Hearings: Wonkishly Stimulating

“I believe the proposal is intended to eliminate the commission model,” said Ron Kruszewski of Stifel Financial during the hearings on the DOL conflict of interest proposal. Scott Puritz of Rebalance...

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The People’s Retirement Industry Group

To mark the Retirement Income Industry Association’s 10th anniversary, RIIA founder and chairman Francois Gadenne (above) spoke with RIJ recently about the group’s past, present and future.

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Managed-Payout Funds vs. Annuities: Who Wins?

Managed payout funds may fail if the client lives too long. Life annuities overcome that problem, but lack sufficient flexibility. 'The best results can be obtained by combining SPIAs and flexible...

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GM Adds Hueler's Income Solutions to its DC Plan

GM closed its defined benefit plan in 2012. Its 401(k) provider is Fidelity. To offer its DC plan participants an option to roll over part of their savings to an income annuity at retirement, it chose...

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Maximum Withdrawal Rate: A Historical Perspective

We obsess about safe withdrawal rates. But the developer of the "7Twelve Portfolio" shows that anyone retiring from 1970 to 1990 would have vastly underspent by using the '4% rule.' He suggests that...

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Putnam hires another senior executive from Fidelity

Sumedh Mehta joins Putnam from Fidelity Investments, where he most recently served as senior vice president, Fidelity Investment Management Technology.

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Wink releases second quarter 2015 indexed annuity sales data

With a market share of 17.3%, Allianz Life was the top-selling carrier. American Equity Companies, Great American Insurance Group, American General Life Companies and Athene USA completed the top five...

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Traits of “leading” life/annuity issuers: Conning

In the 2015 edition of an annual report, Conning named 20 life/annuity specialists for superior performance, based on their operating margin, return on surplus, premium growth, sales and other metrics.

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Nationwide hands the ball to Peyton Manning again

This fall, the veteran quarterback of the Denver Broncos will be putting fresh lyrics to the tune of Nationwide Financial's well-known "On Your Side" advertising jingle.

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Fitch publishes “US Life Insurance GAAP Results Dashboard”

"Operating results were almost evenly split between companies reporting better returns in first-half 2015 and those reporting worse returns during the period," Fitch analysts wrote.

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New York Life offers dividend-paying income annuity and QLAC

The release didn’t say whether or not the initial income payout from Mutual Income would be lower than the initial income payments of an annuity that does not offer dividends, as is the case for...

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Financial / Retirement Planning Software Directory

See the detail on financial planning software including vendors, scopes, costs, and contacts.

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Social Security Maximizer

The Social Security Maximizer is an integral tool for a retirement planner's comprehensive financial planning calculations.

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DOL Hearings: Wonkishly Stimulating

“I believe the proposal is intended to eliminate the commission model,” said Ron Kruszewski of Stifel Financial during the hearings on the DOL conflict of interest proposal. Scott Puritz of Rebalance...

View Article


The People’s Retirement Industry Group

To mark the Retirement Income Industry Association’s 10th anniversary, RIIA founder and chairman Francois Gadenne (above) spoke with RIJ recently about the group’s past, present and future.

View Article

GM Adds Hueler's Income Solutions to its DC Plan

GM closed its defined benefit plan in 2012. Its 401(k) provider is Fidelity. To offer its DC plan participants an option to roll over part of their savings to an income annuity at retirement, it chose...

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How to Personalize Withdrawal Rates

Safe spending rates range from 2% to 10%, writes researcher Luke Delorme in the Journal of Financial Planning. It all depends on when people retire, how much guaranteed income they have, whether they...

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The Future and How to Survive It

McKinsey Global Institute's analysis of thousands of companies around the world shows that top performers invest in intellectual assets, play in fast-growing markets, and have the most efficient...

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RetirePreneur: Sheryl Garrett

Sheryl Garrett is the founder of Garrett Planning Network, a web-based professional network of about 300 independent financial planners who make financial advice accessible on an hourly, fee-only...

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