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 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.
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.
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.
Wed, Dec 09, 2009
In this second installment of our series on retirement risks, we examine sequence-of-returns risk: what it is, what it can cost, and how best to deal with it.
The president of PPCA, Inc., and Target Date Solutions looks back at the worst calendar-decade for U.S. stocks since the beginning of the Great Depression, and offers his informed perspective on TDFs.
I predict that the next decade will be very much like the last one, only more so. Interest rates are my top-of-mind issue.
Wed, Jan 06, 2010
The Fed's vice chairman, Donald Kohn, added that the fragile economic recovery would “warrant exceptionally low” interest rates “for an extended period.”
Wed, Jan 06, 2010
Public pension funds still assume interest rates of 8% when estimating future returns, one analyst noted.
Wed, Jan 06, 2010
Delaware Investments will continue to manage Lincoln Financial general account insurance assets under a long-term contract, and provide sub-account advisory services.
Wed, Jan 06, 2010
The 401k ProAdvisor service will provide specific recommendations on what funds and amounts the client should buy or sell each quarter.
Wed, Jan 06, 2010
Anticipated legislation by Rep. John “Jimmy” Duncan, Jr. (R-TN) would direct the Bureau of Labor Statistics (BLS) to determine the “right” CPI-S formula.
Wed, Jan 06, 2010
Number-wranglers, you are envied by every lumberjack and roustabout in the land.
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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.
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