Featured Archives - Page 29 of 43 - Retirement Income Journal

Fee Disclosure: Opportunity or Threat for Plan Advisors?

By Editor Test Wed, Oct 17, 2012

DoL rules 403(b)(2) and 404(a)(5) are motivating plan sponsors to reevaluate their advisory relationships and, in many cases, send out requests for proposals. Plan advisors tend to either salivate...

Published October 17, 2012

Morningstar VA Product Update

By John McCarthy Wed, Oct 3, 2012

Carriers are dealing with the reality that living benefits are costly to maintain, so activity is being sought elsewhere as the wait continues for interest rates to rise, according...

Published October 4, 2012

Remember the Alamo… and the Annuities

By Editor Test

At the Financial Planning Association conference in San Antonio, it was hard to forget The Alamo, only a few blocks away. But people had amnesia about annuities.

Published October 4, 2012

To De-Risk or Re-Risk, That Is The Question

By Ashish Kapur Wed, Sep 26, 2012

Pension fund managers across the Pond are feeling boxed-in. The author, European head of institutional solutions at SEI, feels their pain in an essay that first appeared in IPE.com.

Published September 26, 2012

The Stakes in the Romney-Obama Contest

By Knowledge@Wharton

Expect big changes next January? Think again. While the candidates' economic philosophies and positions are dramatically different, divided government will prevent either from bringing his version of Morning to...

Published September 26, 2012

Alpha, Beta, and Now… Gamma

By David Blanchett and Paul Kaplan Mon, Sep 24, 2012

A new paper from two Morningstar researchers focuses on the value of making smart decisions in five aspects of retirement income planning. An excerpt of the paper is reprinted...

Published RIJ Advisor

Your Clients’ Toughest Retirement Decision

By Editor Test

The curriculum director of the Retirement Income Industry Association’s Retirement Management Analyst designation explains why systematic withdrawals and annuities can coexist. (This article first appeared at AdvisorPerspectives.com.)

Published RIJ Advisor

A Chat with the President of Prudential Annuities

By Editor Test Wed, Sep 19, 2012

Bob O'Donnell talked to RIJ about sustaining VA guarantees in an uncertain rate environment, and about the public's ability to understand VA riders. MetLife, AXA Equitable, and Jackson National...

Published September 19, 2012

‘The Future of Lifetime Income’

By Editor Test Tue, Sep 18, 2012

Symetra Life and Russell Investments have teamed up to build a low-cost variable annuity with a lifetime income feature that doesn't involve costly hedging, insurance charges or commissions.

Published September 19, 2012

‘Buckets of Money’ advisor Ray Lucia Sr. charged by SEC

By Editor Test Thu, Sep 13, 2012

“The so-called backtests weren’t really backtests, and the strategy wasn’t proven as they claimed,” said the director of the SEC’s Los Angeles office.

Published September 12, 2012

The IRI Conference, Annuities and the American Way

By Editor Test

Vote for Obama and you’ll get more ‘government in your knickers,’ keynote speaker Haley Barbour told 300 or so IRI meeting attendees in San Diego this week.

Published September 12, 2012

The Real Obstacle to a Fiduciary Standard

By Editor Test Sun, Sep 9, 2012

“Resolving the issue of principal trading is one of the great difficulties in finding a way forward in achieving harmonization," writes Arthur Laby, a Rutgers University law professor who...

Published RIJ Advisor

Looking for growth? Delay Social Security.

By Editor Test

It's tempting, and often necessary, to claim Social Security benefits before full retirement age. But, because of low interest rates, it makes more sense than ever to postpone claiming...

Published RIJ Advisor

Life annuities are more popular than retail sales suggest: AARP

By Editor Test Wed, Sep 5, 2012

In 401(k) plans that offered life annuities, 31% of current older workers and 25% of retirees planned to elect or had elected one, a study co-authored by Sandy Mackenzie...

Published September 5, 2012

Why Growth Matters More Than Debt

By Editor Test Wed, Aug 29, 2012

The author explains why the national debt shouldn't terrify us. This article first appeared last January in The American, the publication of the American Enterprise Institute.

Published August 29, 2012

Four out of five advisors continue to use VAs: Cogent Research

By Editor Test Mon, Aug 27, 2012

Sales of variable annuities by registered reps and RIAs is broad but not deep: 80% use them but put only 11% of their clients’ assets into them.

Published RIJ Advisor

What Does ‘CFP’ Really Stand For?

By Editor Test

The CEO of the American College took umbrage at the way the incoming CEO of the Financial Planning Association, Lauren Schadle, in a recent news interview, seemed to identify...

Published RIJ Advisor

A Flock of Black Swans

By Jeffrey Frankel Wed, Aug 22, 2012

Forget the Ides of March. Beware of the entire month of August, says Harvard's Jeffrey Frankel. That's when the doctors are away and the lunatics take over the asylum.

Published August 22, 2012

How Will the LIBOR Scandal Affect Bank Shares?

By Gene Kirsch Thu, Aug 16, 2012

A Weiss Ratings bank analyst estimates the damage that the LIBOR scandal could do to the share values of the banks that are implicated.

Published August 16, 2012

Strategic Insight is Bullish on ‘In-Plan’ Annuities

By Editor Test

"This market is more mature than many people realize," said Tamiko Toland, principal author of a new Strategic Insight review of the efforts to sell individual lifetime income guarantees...

Published August 16, 2012

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