Anecdotal Evidence

The Animus behind DOL’s ‘Amicus Briefs’

By Kerry Pechter
By filing 'amicus briefs' on behalf of the corporate plan sponsors—the defendants—in several participant-led, ERISA-based class action suits, the Trump DOL signals its alignment with the corporations.

Bracing for Health Costs in Retirement

By Kerry Pechter
Not including long-term care costs or the Medicare surcharges for high-income beneficiaries, HealthView Services projects healthcare costs of $581,587 in today’s dollars ($839,596 in future dollars), over an affluent couple's expected 48 person-years in retirement.

CANNEX’s new CEO: Gary Baker

By Editorial Staff
Baker brings more than 30 years of financial services experience focusing on retirement products, including prior executive roles at Mass Mutual and GE Capital, and has spent the last 16 years helping shape CANNEX’s growth.

COVER STORIES YOU MAY HAVE MISSED

July 2026

Pacific Life and Principal Add Payout Options to 401(k)s

By Kerry Pechter
The three 401(k) annuities described here differ in their pre-retirement crediting mechanisms, their flexibility for the owners, and in the scope of their guarantees. (This article includes current map of 401(k) income option universe,...
June 2026

Research Roundup

By Editorial Staff
Enjoy these summaries of six recent research papers that illuminate issues in retirement today. We include work by leading retirement researchers at Harvard Law School, schools of business at Stanford and Duke Universities, and...
May 2026

Bermuda Short-Sellers

By Kerry Pechter
Short-sellers, including hedge funds, sense that the bespoke loans that asset managers have sold to life insurers could fail in the next financial crisis. They may not know it, but the shorts are responding...