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A Death in the Family, Part I
Wed, Jan 19, 2011
For the very old and their families, preservation of life often competes with preservation of finances. Here's how one California family coped with an elderly mother's death. (The first of two parts.)
Industry Views
New Income Solutions for Long Retirements
With the numbers of people over age 100 growing rapidly, there is an equally growing need for advisors to consider an array of retirement income solutions.
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
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Cover Stories
Genworth Exits the VA Race
Tue, Jan 11, 2011
“They’re editing their lineup,” said Eric Berg, an analyst at Barclays Capital. “They’re getting out of the businesses where they lack meaningful size." (Above, Genworth CEO Mike Fraizer.)
Why We Retired Our Pensions, and How to Revive Them
Wed, Jan 05, 2011
An ambitious new book, The Decline of the Traditional Pension, captures the state of public, private, domestic and global pensions with scholarly rigor.
A ‘Turbit’ Drawdown Strategy
Tue, Dec 28, 2010
In a recent paper, two Vanguard CFPs detail the merits of a hybrid between the ‘turtle’ and the ‘rabbit’ approaches to decumulation.
Featured Stories
BMO Offers Non-Insured Lifetime Income Product
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.
The Decumulation Beat
The 800-pound Irony of TDFs
The DoL wants TDF managers to disclose more information to plan participants. But the real problem may lie with plan fiduciaries, and current TDF designs.
News
Most Investors Understand TDFs: Vanguard
Thu, Jan 20, 2011
But Vanguard's newly published survey also showed that only 62% of its DC plan participants who own TDFs have heard of a TDF, and only 24% know that the asset allocation changes after the target date.
2010 saw modest gains in global pension funding: Aon Hewitt
Wed, Jan 19, 2011
The analysis found that the funded status of global pension plans were 87% at the end of 2010, up slightly from 86% at the beginning of the year.
BNY Mellon study notes funding pressures on US retirement plans
Wed, Jan 19, 2011
A DC/DB hybrid plan may be the best solution for employers and employees if employer costs can be controlled, a study by the firm's Asset Servicing division found.
U.S. Treasury now owns AIG
Wed, Jan 19, 2011
“We continue to believe [taxpayers] will realize a profit on their investment in AIG,” said Robert H. Benmosche, AIG president and CEO.
QE 1 & 2 boost stocks, not economy: TrimTabs
Wed, Jan 19, 2011
The S&P 500 rose 67% during QE1, the period from March 2009 to March 2010, but fell 13% after the first round of quantitative easing ended.
The Bucket
Tue, Jan 18, 2011
Late-breaking briefs about AXA Equitable, Prudential Financial, Principal Financial, MassMutual, Securian, TIAA-CREF and FINRA.
