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Political Football

by Kerry Pechter

Political Football

Tue, Sep 20, 2011

The Dept. of Labor's bid to strengthen the fiduciary standard for advisers to retirement plans and IRAs became a political football. Now the DoL has agreed to revise and "re-propose" its proposal. Was the football fumbled... or stripped?

Fishing for Trout, and for the Perfect Retirement

by Kerry Pechter

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).

Who Is 'Too Big to Fail'?

by Editorial Staff

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?

by Kerry Pechter

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.

The Decumulation Beat

No-Shows at the Trade Show

No-Shows at the Trade Show

At the Financial Planning Association Experience 2011 meeting in San Diego last week, a couple of thousand financial advisors were on hand. So why the dearth of exhibits by annuity issuers?

News

DoL releases “interim guidance” on electronic delivery of disclosures

Wed, Sep 21, 2011

For retirement plans that must disclose general plan and investment information to participants starting May 31, 2012, the Department of Labor offered two viable approaches regarding information delivery.

The Bucket

The Bucket

Wed, Sep 21, 2011

Brief or late-breaking items from Vanguard, Prudential, AEGON/Transamerica, Celent, Fidelity, GuidedChoice, LPL Financial, Milliman, EagleEye Analytics, Archstone Foundation, and Fidelity.

Cash balance pension for uncovered workers proposed

Wed, Sep 21, 2011

The Secure Choice Pension would provide retired participants with a guaranteed minimum retirement income, and plan trustees could supplement the benefit with a “dividend” during a strong economy.

Big 403(b) providers becoming bigger

Wed, Sep 21, 2011

Fidelity, ING, TIAA-CREF and VALIC continued to solidify their positions in the marketplace, according to a new report on the 403(b) retirement plan market from Retirement Research Inc.

Change of government shapes Danish pension reform

Wed, Sep 21, 2011

Danish political factions are debating limits on early retirement, a ceiling on tax-deferred plan contributions, and a tax on stock transactions to offset the impact of an aging society.