Editor Test, Author at Retirement Income Journal

TIAA-CREF, CFDD create network of RIAs for participant services

By Editor Test Wed, Jun 8, 2011

The Advisor Network will provide participants with access to a pre-screened network of qualified investment advisors who provide participant-level advice at "an investment advisory fiduciary standard of care."

Published June 8, 2011

Jackson National closes five equity funds to VA separate account investors

By Editor Test

With a May 31 SEC filing, the company has apparently made good on its parent company's promise to de-risk the equity exposure of its top-selling variable annuity. The changes...

Published June 8, 2011

Let’s Not Panic Over the Deficit

By Editor Test

“The current weak state of many economies argues against implementing budget cuts in the next couple of years,” says a new pamphlet from the Peterson Institute for International...

Published June 8, 2011

In Italy, annuity demand correlates with wealth and education

By Editor Test

Italians were asked: ‘Imagine you are 65-years old and will receive an inflation-adjusted pension of €1,000 a month. Would you give up that half of that pension in exchange...

Published June 8, 2011

Russell LifePoints TDFs Tops $1 billion AUM

By Editor Test

The series’ 2055 fund, for instance, has a 10% bond allocation, while the In Retirement Fund maintains a 68% bond allocation throughout retirement.

Published June 8, 2011

Putnam’s iPhone “app” puts point-of-purchase savings into 401(k)

By Editor Test

First, find a bargain. Then calculate its value 30 years from now. Then contribute to retirement plan.

Published June 8, 2011

Beams to help merge ING retirement units in advance of IPO

By Editor Test

Maliz Beams previously served as president and CEO of TIAA-CREF’s Individual and Institutional Services, where she founded the Wealth Management business and re-launched IRAs, Insurance Products and Private Asset...

Published June 8, 2011

BNP Paribas and Tennis: Love Match

By Editor Test Tue, Jun 7, 2011

The French bank has sponsored the French Open for 38 years and in March launched a website called "We Are Tennis."

Published June 8, 2011

Fed governor details rationale for higher capital standards for “SIFIs”

By Editor Test Sun, Jun 5, 2011

Regulations should limit the creation or growth of giant financial institutions unless the “benefits to society are clearly significant,” said Daniel Tarullo.

Published June 8, 2011

A Hub Named RICC

By Editor Test Wed, Jun 1, 2011

DST Systems’ Larry Kiefer says his firm’s new “middleware” simplifies the distribution of lifetime income products to plan participants, IRA owners and others.

Published June 1, 2011

Heritage Foundation Suggests Means-Testing for Social Security, Medicare

By Editor Test

Under the conservative think-tank's proposal, a new optional, auto-enrolled savings plan would start in 2014. Under this plan, 6% of each worker’s income would go in a retirement savings...

Published June 1, 2011

SPARK accepting requests to change lifetime income product data standards

By Editor Test

The SPARK Institute's Data Layouts for Retirement Income Solutions provides the standards for DST Systems' RICC hub featured in today's issue of RIJ.

Published June 1, 2011

Structured product from AXA Equitable blends upside potential, downside protection

By Editor Test

Called Structured Capital Strategies ADV, the product will be distributed at first to fee-based advisors in the Commonwealth Financial Network.

Published June 1, 2011

Public doesn’t trust Wall Street, Prudential survey shows

By Editor Test

People need financial help, but avoid financial services providers. Is it possible that they blame the industry itself for their financial woes?

Published June 1, 2011

New York Life launches GPA (It doesn’t mean grade point average)

By Editor Test Tue, May 31, 2011

Smaller defined benefit pension plans are adopting a liability-driven investment model that resembles the three-bucket system used by retirees to provide income. New York Life has designed a fixed...

Published June 1, 2011

Unbundle advice and product sales, older investors say

By Editor Test

Chris Brown and Laura Varas (left) of Hearts & Wallets, a Boston-area research firm, find that many pre-retirees and retirees want financial advice that's not simply the prelude to...

Published June 1, 2011

Taxes deferred aren’t taxes denied: ASPPA

By Editor Test

In their attacks on retirement savings incentives, 'budget hawks' don't appear to realize that 401(k) participants and others pay the deferred taxes after they retire, albeit sometimes at a...

Published June 1, 2011

Reading the Minds of the Affluent

By Editor Test Wed, May 25, 2011

Cogent Research has tapped into the attitudes of wealthy retirees and pre-retirees toward retirement income products.

Published May 25, 2011

Anxiety and distrust are common among Boomer participants: Financial Engines

By Editor Test

A new white papers shows that plan participants want flexibility, safety, advice, sponsor oversight and fee transparency from financial products and service providers.

Published May 25, 2011

A quarter of Americans couldn’t find $2,000 in 30 days, study shows

By Editor Test

Generally, low levels of ability to access $2,000 on short notice correlated with low income. But the researchers were also surprised to see so many high-income households without $2,000...

Published May 25, 2011

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Articles by Author: Editor Test

TIAA-CREF, CFDD create network of RIAs for participant services

Jackson National closes five equity funds to VA separate account investors

Let’s Not Panic Over the Deficit

In Italy, annuity demand correlates with wealth and education

Russell LifePoints TDFs Tops $1 billion AUM

Putnam’s iPhone “app” puts point-of-purchase savings into 401(k)

Beams to help merge ING retirement units in advance of IPO

BNP Paribas and Tennis: Love Match

Fed governor details rationale for higher capital standards for “SIFIs”

A Hub Named RICC

Heritage Foundation Suggests Means-Testing for Social Security, Medicare

SPARK accepting requests to change lifetime income product data standards

Structured product from AXA Equitable blends upside potential, downside protection

Public doesn’t trust Wall Street, Prudential survey shows

New York Life launches GPA (It doesn’t mean grade point average)

Unbundle advice and product sales, older investors say

Taxes deferred aren’t taxes denied: ASPPA

Reading the Minds of the Affluent

Anxiety and distrust are common among Boomer participants: Financial Engines

A quarter of Americans couldn’t find $2,000 in 30 days, study shows

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