To pay for highways, legislator eyes inherited IRA taxes
EBRI suggests that retirement savings-related tax breaks are tempting targets for an administration in search of stimulus money.
Markets Yet to Discount the Discounts
The author of "The Seven Deadly Innocent Frauds" and blogger at moslereconomics.com brainstorms about how the showdown over Greek debt might play out.
An Interview with David Wray
Don't expect participants to revolt when they see how high their 401k fees are, and don't expect 12b-1 fees to disappear, said the president of the PSCA. But the...
Vocal reactions to the New 401(k) Rules
Professionals from across the retirement income industry express their views of the DoL/Treasury announcement last week on fee disclosure and annuities.
Answers to the eternal question: What do women want?
A Hearts & Wallets study found that women tend to own fewer types of investment products than men, and have higher allocations to bank products.
Supply-demand imbalance to weigh on US yields: BlackRock
“The biggest dynamic is simply the lack of supply in fixed income,” a BlackRock executive said. “We are seeing something we have not seen for at least 25 years.”
‘Toxic’ annuity market exists in UK: Report
Under the current system, many new retirees from employer-sponsored plans fail to shop around for the best income annuity.
Sales mount for New York Life’s deferred income annuity
The nation's largest mutual insurer said Guaranteed Future Income is the “fastest growing annuity product solution in the company’s history.”
Capital One’s bid for ING Direct could be approved this week—or not
Capital One said it would remain a “traditional bank” and hold just 1.5% of total U.S. deposits if the deal goes through.
The World of Retirement Research
We’re making retirement income research RIJ’s main topic for February.
Deloitte Consumer Spending Index ends 2011 on “low note”; contraction predicted in 2012
Job losses in higher-income industries like government and financial services have apparently added to the weakness in household earnings and hurt overall spending.
BlackRock launches ‘Multi-Asset Income Fund’
"We want to help clients employ different strategies that go beyond the simple, 60/40 equity-and-fixed income portfolio rule of the past,” said the head of BlackRock’s U.S. retail business.
SunAmerica expands lifetime income options
SunAmerica has also introduced a new investment portfolio – the SunAmerica Dynamic Allocation Portfolio –as an underlying investment in their variable annuity products.
Allianz Life launches new indexed annuity
Only field marketing organizations and agents associated with the Allianz Preferred distribution model will distribute the Allianz 365i Annuity, whose income rider costs 1.2% per year.
$300 Billion, Up for Grabs
Cogent Research's new 2012 Assets in Motion study can help you understand and benefit from the rising flow of money from qualified plans to rollover IRAs.
The Red (Ink) Peril
A British Lord, professor emeritus and biographer of John Maynard Keynes explains why government debt is a misused scare tactic.
New York Life resolves itself to a duo
The company reorganized itself into two basic divisions, an Insurance Group run by Chris Blunt and an Investments Group run by John Y. Kim. Kim will succeed Blunt as...
RMB seen as third reserve currency, after dollar and euro
Holding RMB is important for investors who have global aggregate portfolios or diversified global bond portfolios, said Jim McCaughan, CEO of Principal Global Investors.
January rally led by institutional investors: TrimTabs
Much of the year-to-date gain in U.S. stocks has occurred in overnight futures trading, said Trim Tabs executive vice president David Santschi.
Pacific Life launches GLWB for indexed annuity and ‘O-share’ variable annuity for Edward Jones
Pacific Index Choice now has an optional lifetime income benefit for 75 basis points and the Pacific Destinations VA comes in a new and cheaper share class.
