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Putnam's Man with a Plan
Wed, Mar 23, 2011
Putnam Investments CEO Robert Reynolds called for a new lifetime income regulatory body and announced a decumulation tool for Putnam funds in a speech at the RIIA meeting this week.
Payout Mutual Funds
Wedding Bells for TIPS and ALDA
Wed, Mar 02, 2011
Together, PIMCO's TIPS-based managed payout funds and MetLife's longevity insurance mitigate two big retirement risks: inflation risk and the risk of outliving one’s savings.
A Closer Look at “Income+”
Thu, Feb 03, 2011
Financial Engines CIO Chris Jones answers questions about his firm’s new in-plan income program.
A New Cylinder for Financial Engines
Wed, Feb 02, 2011
Income+, a process-driven, product-neutral income program for 401(k) managed account clients, could alter the competitive landscape of the retirement industry.
BMO Offers Non-Insured Lifetime Income Product
Wed, Jan 19, 2011
The Bank of Montreal's Lifetime Cash Flow product pays out 6% of principal per year for life after a 10-year deferral period. After-tax principal is paid out tax-free for 15 years, followed by taxable payments.
Inflation-Indexed and Level Payout Funds from Barclays Bank
Wed, Aug 04, 2010
“It's marketed as a gap product, such as between early retirement and pension benefits or to bridge until longevity insurance kicks in,” said Tamiko Toland, an annuity industry analyst at Strategic Insight, Inc.
Spock-o-nomics at the RIIA Meeting
Wed, Mar 24, 2010
At the spring meeting of the Retirement Income Industry Association, held at Morningstar Inc. in Chicago, concepts like "stocks for the long run" and "safe withdrawal rate" were out of favor.
Inflation Cushion
Wed, Sep 16, 2009
PIMCO envisions a trillion-dollar retail and institutional market for its new TIPS-based ‘Real Income’ managed payout funds.
Early Reviews of PIMCO’s Payout Funds
Wed, Sep 16, 2009
Immediate reactions from advisors, retirement income consultants and academics ranged from skepticism to enthusiasm to uncertainty about the costs.
It’s Spee-Ahz, By a Nose!
Wed, Sep 09, 2009
Gaobo Pang and Mark Warshawsky's study supports a strategy of combining income annuities with mutual funds in retirement.
Goldman Sachs Eyes DC Market
Tue, Jul 28, 2009
“We've been in the retirement business for 20 years managing defined benefit assets, but are now really ramping up our DC effort,” a Goldman executive said.
