Featured Archives - Page 4 of 43 - Retirement Income Journal

Has the Fiduciary Rule Lost Its Sting?

By Kerry Pechter Thu, Jul 27, 2017

'The government is no longer defending the BIC Exemption’s condition restricting class-litigation waivers insofar as it applies to arbitration agreements,” lawyers from the Departments of Labor and Justice wrote...

Published July 27, 2017

Why We Need Randomized Modeling for Retiree Income Strategies

By Mark Shemtob Thu, Jul 20, 2017

It’s hard to imagine modern retirement income planning without powerful computers and the Monte Carlo simulations they make possible. Our guest columnist explains why.

Published July 20, 2017

Vanguard’s New CEO: No Surprises

By Kerry Pechter

For at least two decades, it was assumed that Tim Buckley would be Vanguard's CEO someday. And why not? He helped Vanguard grow into the paradoxically transparent yet mysterious...

Published July 20, 2017

The Pleasant Inflation Surprise — Will It Last?

By Stephen Slifer Thu, Jul 6, 2017

'The core inflation rate is likely to exceed the Fed’s 2.0% inflation target by the end of next year, which should keep the Fed on its path of gradual...

Published July 13, 2017

When Growth is Not Enough

By Ben Bernanke Thu, Jun 29, 2017

'It may be that the most rhetorically populist president since Andrew Jackson will, in practice, not be populist enough,' writes the former Fed chairman in this excerpt from an...

Published June 29, 2017

Affluent People on Medicaid? It Can Happen

By Kerry Pechter

Only six percent of Medicaid recipients use nursing homes, but their bills account for 42% of Medicaid spending. Many of those who receive Medicaid for long-term care expenses are...

Published June 29, 2017

The Tell-Tale Brokerage Statement

By Kerry Pechter Thu, Jun 22, 2017

Judging by what I saw (and didn't see) in a friend's brokerage IRA statement, class action lawsuits for breach of the DOL Best Interest Contract might be a lot...

Published June 22, 2017

Don’t cut Medicaid, say Ivy League doctors

By Editorial Staff Thu, Jun 15, 2017

The Medicaid cuts envisioned under the ACHA and the Trump budget would cause widespread harm, three health care experts wrote in the New York Times this week.

Published June 15, 2017

Three Lessons Learned

By Kerry Pechter

By my late 20s, life had taught me a few homely but memorable lessons about leadership, entrepreneurship, and cross-cultural relations.

Published June 15, 2017

Variable Annuities Suffer Steep Net Outflows

By Editorial Staff Thu, Jun 8, 2017

But a 6.07% burst of first-quarter growth in the S&P 500 boosted total VA assets under management to $1.86 trillion, up 2.73% from the previous quarter and 4.49% from...

Published June 8, 2017

‘Don’t Expect Action By the SEC’

By Kerry Pechter

The retirement industry and its legal teams are receiving about as much useful new information from the SEC about the fiduciary rule as Dorothy Gale got from the Scarecrow...

Published June 8, 2017

A New Book from PIMCO’s Stacy Schaus

By Kerry Pechter Thu, Jun 1, 2017

If you don’t know Ms. Schaus, you must be new around here. She’s an EVP at PIMCO, the head of its defined contribution practice and the voice of its...

Published June 1, 2017

Vermont offers state-wide voluntary MEP

By Kerry Pechter

The voluntary multi-employer plan, or MEP, 'will be open to any employer with fewer than 50 employees that does not currently provide a retirement plan to its employees.' Some...

Published June 1, 2017

Deregulators Must Follow the Law, So Regulators Will Too

By Alexander Acosta Thu, May 25, 2017

'The Labor Department has concluded that it is necessary to seek additional public input on the entire Fiduciary Rule,' wrote the Labor Secretary this week,' but added that he...

Published May 25, 2017

Do Rollover IRAs Contain Pension Money?

By Kerry Pechter

The Labor Secretary did little this week to dispel the annuity industry's uncertainty about the future of the fiduciary rule. Neither did he demonstrate that he understands what the...

Published May 25, 2017

Roll Over and Play Fair

By Editorial Staff Thu, May 18, 2017

The LIMRA Secure Retirement Institute's study of participant behavior around rollovers comes at a time when financial advisors need to talk about rollovers more carefully than in the past....

Published May 18, 2017

Ready for Take-Off? Or a Crash Landing?

By Philip Chao

'The Trump effect that carried the market through the end of April now shows some evidence of running out of steam,' writes our guest columnist, of Chao & Co.,...

Published May 18, 2017

Trump’s Tax Reform Dilemma

By Eugene Steuerle Thu, May 11, 2017

Tax reform will require more than the mere elimination of waste, fraud and abuse in government, warns our guest columnist, a former Treasury official. Popular subsidies, like the tax...

Published May 11, 2017

Talking Annuities with Voya’s Carolyn Johnson

By Kerry Pechter

"Taking away the variability on the compensation—that’s generally a good thing,' said Johnson, CEO of the combined annuity and individual life insurance businesses at Voya Financial. "Voya hasn’t played...

Published May 11, 2017

Where U.S. Manufacturing Jobs Really Went

By J. Brad DeLong Fri, May 5, 2017

During the supposedly stable post‐war period, manufacturing (and construction) jobs actually moved en masse from the Northeast and Midwest to the Sun Belt, writes our guest columnist, an economist...

Published May 5, 2017

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