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The Trouble with Calculators
Thu, Jan 14, 2010
A new critical survey of twelve retirement planning calculators shows why they're so frustrating to use.
Industry Views
Roth IRA Conversion Promotions Are All The Rage Online
Many firms have launched engaging online sales campaigns focusing on the Roth IRA conversion opportunities that will be available in 2010.
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
Data Connection
Market Watch
Cover Stories
AXA Trumpets a Treasury-Linked VA Rider
Wed, Jan 06, 2010
AXA Equitable Life (and its trademark gorilla) have bounced back from the financial crisis with a novel variable annuity rider that pegs guaranteed accumulation and withdrawal rates to the 10-year Treasury rate, plus one percent.
Can’t Do The Math
Tue, Dec 22, 2009
You knew it all along, but now there's evidence. Most Americans are financially illiterate. Experts wonder how the millions who don't understand compound interest can possibly fashion successful retirements.
Bridge to Somewhere
Wed, Dec 16, 2009
"Liability-driven investing for individuals" is how J. Brent Burns, MBA, (left), and Stephen J. Huxley, Ph.D., describe Asset Dedication, which is the name of their bond-laddering methodology, their book and their company.
Featured Stories
Unfinished Business
Ernst & Young's Lynn Pettus and Hall Kesmodel show how the regulations governing participant education have shifted over the years, and how the changes in Washington have delayed their resolution.
VALIC Sued Over “Redundant” Tax Benefits
Lawsuits accusing insurers of selling tax-deferred annuities to fund tax-deferred accounts have not been entirely unfruitful for plaintiffs.
News
Will “Auto-Enrollment” Kill the Employer Match?
Wed, Jan 13, 2010
By raising participation rates, auto-enrollment will raise the cost of employer-matching efforts and may encourage some employers to reduce or eliminate their match.
Western & Southern Enhances Income Annuity
Wed, Jan 13, 2010
Third-quarter 2009 YTD sales of Western & Southern's IncomeSource SPIA were $170.42 million, a 43% increase over the same period in 2008.
Wealthy Less Materialistic, Survey Shows
Wed, Jan 13, 2010
Thirty-five percent of high net worth respondents “believe that my children may be too spoiled by money and have too many material possessions,” up from 22% in 2007.
Anglo-American Economy Still Needs ‘Sugar Daddy’—Bill Gross
Wed, Jan 13, 2010
U.S. and U.K. asset markets may suffer from the absence of the nearly $2 trillion of government checks written in 2009, opines PIMCO's founder.
Life Insurers Face Lean Years: Ernst & Young
Wed, Jan 13, 2010
Instead of relying on a “back-to-basics” strategy in 2010, insurers should focus on innovating in five key areas, said the leader of E&Y's Financial Services and Insurance & Actuarial Advisory Services practice.
