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.
Wed, Jan 27, 2010
In Cogent Research's Investor Brandscape 2010 survey, Vanguard, Charles Schwab and TIAA-CREF earned top honors for brand strength. But many affluent investors are mistrustful of the financial industry and uncertain about the future.
Wed, Jan 20, 2010
The big mutual insurer plans to offer its managed account program, incubated last year among career agents, to third-party registered reps, says Michael Gordon, first vice president in the firm's U.S. life insurance and agency business.
Wed, Jan 13, 2010
A new critical survey of twelve retirement planning calculators shows why they're so frustrating to use.
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.
An all-star group of RIIA members engaged in a spontaneous online debate about 'time-segmentation' bucket methods. Here’s what they said.
Academic and industry researchers clashed over methodology, but they appear to agree that auto-enrollment in 401(k) plans might have unintended consequences on the employer matching contribution.
Wed, Jan 27, 2010
Through September 30, 2009, bank holding companies earned $2 billion from the sale of annuities, a 2.5% increase over the first nine months of 2008, according to the Michael White-ABIA Bank Annuity Fee Income Report.
Wed, Jan 27, 2010
His endorsement thrilled the Insured Retirement Institute, but a conservative talk radio host said the President wants to nationalize Americans' savings.
Wed, Jan 27, 2010
Sun Life Stadium is now the name of the home of the Miami Dolphins, the University of Miami Hurricanes, the Florida Marlins, and the FedEx Orange Bowl. It will host this year's Pro Bowl and Super Bowl.
Wed, Jan 27, 2010
The new campaign grew from a survey suggesting that half of retirees wish they'd focused more on their ‘life goals’ when preparing for retirement.
Wed, Jan 27, 2010
The Sentinel deferred income annuity would pay a 55-year-old man $25K per year for life, starting in 20 years, for about $86,900 today.
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RIJ Publishing, 4340 Knollwood Dr., Emmaus, PA 18049, 610-965-3103
Retirement Income Journal is a new online magazine dedicated to writing for and about the industry that has coalesced around the challenge of helping Americans turn their savings into secure lifetime incomes. This industry includes members of the insurance, asset management, banking, pension, structured products, reverse mortgage, information technology, financial planning and academic communities and the professional organizations that serve them.
Send editorial queries to kerry.pechter@retirementincomejournal.com. Advertising inquiries should be directed to randi.goldsmith@retirementincomejournal.com.
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