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Cover Stories

How To Market to Advisors

by Kerry Pechter

How To Market to Advisors

Sun, Apr 10, 2011

Here's a smarter way for retirement income product manufacturers to segment and sell into the advisor market, according to survey analysts Howard Schneider of GDC Research and Dennis Gallant of Practical Perspectives.

Plan Sponsor Group Joins Hueler SPIA Platform

by Kerry Pechter

Plan Sponsor Group Joins Hueler SPIA Platform

Wed, Apr 06, 2011

The deal will allow the 1,200 members of the Profit-Sharing Council of America to give their six million plan participants access to a no-load, multi-issuer SPIA platform. (Photo of Kelli Hueler by David Lubarsky).

Profits, Politics and the Ruin of Fannie & Freddie

Profits, Politics and the Ruin of Fannie & Freddie

Wed, Mar 30, 2011

Here is the first of three excerpts from "Guaranteed to Fail: Fannie Mae, Freddie Mac and the Debacle of Mortgage Finance," the compact, illuminating new book by four NYU Stern School of Business professors about the fatally flawed structure of the GSEs.

RIIA 'Gets' Open Architecture

by Kerry Pechter

RIIA 'Gets' Open Architecture

Wed, Mar 23, 2011

Few organizations seem to understand the ascendancy of "open architecture" better than the Retirement Income Industry Association, whose mantra is "the view across the silos." Here's a report on its Spring Conference, held this week.

News

After 2010, nowhere to go but up for fixed annuities

Mon, Apr 11, 2011

“The current interest rate environment suggests that fixed annuity sales in banks will gradually increase in 2011,” said Jeremy Alexander, president and CEO of Beacon Research.

Economy improving amid anxiety about end of QE2: TrimTabs

Mon, Apr 11, 2011

“Our real-time data already shows that wage and salary growth accelerated sharply in March,” said Madeline Schnapp, Director of Macroeconomic Research at TrimTabs.

Polish president signs new pension laws

Mon, Apr 11, 2011

Poland's deteriorating public finances back in late 2010 drove the changes. The budget deficit is estimated at 7.9% of GDP for 2010.

New York Life plans deferred income annuity for July

Mon, Apr 11, 2011

A retiree or advisor could use such a product to reduce or eliminate the longevity risk associated with a traditional uninsured systematic withdrawal plan.

Aspen Institute to host retirement discussion

Wed, Apr 13, 2011

The 90-minute roundtable will be held at noon, Friday, April 15, in Washington, D.C, and will feature Mark Iwry of the Treasury Department of Michael Davis of the Labor Department.

The Bucket

Mon, Apr 11, 2011

Brief or late-breaking items from Prudential Investments, Putnam Investments, New York Life, and PulteGroup, the homebuilder.