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Fishing for Trout, and for the Perfect Retirement
Tue, Sep 13, 2011
While vacationing in the upper Rio Grande Valley this summer, I caught two good-sized trout and a glimpse of my fantasy retirement. (Photo of the author by Lisa Higgins).
Industry Views
Burton Malkiel Talks About Efficient Markets
In this video sponsored by Vanguard, Burton Malkiel, Princeton professor and author of "A Random Walk Down Wall Street," talks with RIJ editor Kerry Pechter about what "efficient market" means to him. The 10th edition of "A Random Walk" has just been published.
Industry Views are special reports that are sponsored and independent from RIJ's editorial content.
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Cover Stories
Who Is 'Too Big to Fail'?
Tue, Sep 06, 2011
Concerned that your insurance company might be designated a SIFI (Systemically Important Financial Institution)? Then read Deloitte's primer on SIFIs. Here's a synopsis and a link.
Actuaries Without Borders... Why Not?
Tue, Aug 30, 2011
Experts from Aegon Global Pensions, De Nederlandsche Bank and other Dutch pension and financial consulting firms are helping the Amsterdam-based P&D Network plant the seeds for "micropension" programs in the developing world. The final part of a two-part series.
Micro-Pensions in Central America
Tue, Aug 23, 2011
You've heard of micro-credit: those mini-loans to female entrepreneurs in emerging markets. Now a micro-pension movement is underway, and one of the first pilot projects starts next month in Guatemala, Honduras and Nicaragua. Part I of a two-part article.
Featured Stories
12 Retirement Plan Concepts Financial Advisors Must Know
In this article, an ERISA attorney sets out to help retirement plan advisors understand basic retirement plan concepts that can help them develop and maintain their retirement plan book of business.
Advisor Survey Provides Mixed News for Annuity Providers
Cogent Research's 2011 Advisor Brandscape survey shows that many advisors sell annuities and are highly loyal to certain variable annuity providers. But on average they don't devote much of their clients' assets to annuities--and don't plan to in the future. At left, Cogent principal John Meunier.
News
The right savings rate? Russell has a rule-of-thumb
Thu, Sep 15, 2011
Russell Investments recommends that each year a defined contribution plan participant should be saving a percentage of salary equal to 30% of his or her final income replacement rate, net of Social Security income.
The four best known, most admired DC investment managers
Wed, Sep 14, 2011
Vanguard pulled ahead of the group of 36 leading DC investment managers to score the highest in overall favorability. Fidelity was rated first in overall awareness.
Americans prefer not to think about long-term care: Sun Life
Wed, Sep 14, 2011
Most people dread nursing homes. 83% of Americans age 50 and older would rather survive five years at home than 10 years in a nursing home.
AXA Equitable puts flexibility in its variable annuity roll-up
Wed, Sep 14, 2011
Beginning with the third contract year, the roll-up rates of the Retirement Cornerstone variable annuity will be tied to the current 10-year Treasury rate plus 1.5% and will renew annually, AXA Equitable Life said.
The Bucket
Wed, Sep 14, 2011
Brief or late-breaking items from MassMutual, Genworth Financial, Morningstar, Deutsche Borse and Nationwide Financial.
