Editor Test, Author at Retirement Income Journal

Pershing positions itself as source for retirement-oriented advisors

By Editor Test Wed, Apr 27, 2011

The global clearing-and-execution firm and BNY Mellon unit has set up a website, Retirement PowerPlay, to help advisors "grow their retirement businesses” and has published a call-to-arms entitled, "The...

Published April 27, 2011

New Symetra FIA tracks equities and/or commodities indices

By Editor Test

The product offers point-to-point and monthly average interest crediting methods, and five account options: S&P 500 Point-to-Point, S&P 500 Monthly Average, S&P GSCI Point-to-Point, S&P GSCI Monthly Average and...

Published April 27, 2011

New technology offers to help plan advisors meet fee disclosure rules

By Editor Test

The AXIS Retirement Plan Analytic Platform is designed to service all retirement plan types through a single web-based interface and data repository, according to the manufacturer, Castle Rock Innovations.

Published April 27, 2011

Average annual cost of private nursing home room: $85,775

By Editor Test

You can save more than $10,000 a year by sharing a room with someone else, according to the 2011 Cost of Care survey by John Hancock Financial.

Published April 27, 2011

One-third of HNW investors have itch to change advisors

By Editor Test

Investors under age 45 are keeping more than 40% of their money in cash or cash equivalents, according to a new survey by Northstar Research Partners and Sullivan, a...

Published April 27, 2011

An Advisor’s Perspective

By Editor Test Tue, Apr 26, 2011

Antoine Orr, president of Plancorr Wealth Management LLC in Greenbelt, Maryland, tells his clients to pay down debt and invest only what they can afford to lose. "African American...

Published April 27, 2011

A Scholar’s Perspective

By Editor Test

"It’s not as if African Americans were a different species. They are over-represented among lower income populations, but that’s where their distinctiveness stops,” said Wilhelmina A. Leigh, Ph.D., of...

Published April 27, 2011

More info on New York Life’s DIA Emerges

By Editor Test Wed, Apr 20, 2011

The deferred income annuity will allow pre-retirees to build up retirement income over time, it was revealed at the LIMRA Retirement Industry conference in Las Vegas last week.

Published April 20, 2011

Equity funds see outflows in March: Morningstar

By Editor Test

Among U.S. stock funds, large-cap offerings lost about $3.2 billion across the value, blend, and growth categories, while small-cap funds enjoyed modest inflows of $791 million.

Published April 20, 2011

DTCC enhances Licenses & Appointments service

By Editor Test

The changes, which are intended to help centralize the verification of completed mandated training, will roll out later this month.

Published April 20, 2011

401(k) assets top $3 trillion: SPARK

By Editor Test

We often hear that Americans don't save, but their collective retirement savings are worth about $16 trillion, according to research by RG Wuelfing & Associates, Inc. for the SPARK...

Published April 20, 2011

An Industry Awaits Fee Transparency Rule with Trepidation

By Editor Test

“This new ERISA 408(b)(2) disclosure has a bite to it," writes Louis Harvey of Dalbar in DSG Dimensions. ERISA attorney Fred Reish (left) estimates that 401(k) fee transparency rule...

Published April 20, 2011

Financial system a ‘con game,’ says economist

By Editor Test

An ideal pension system would be based on an annual contribution of 8% of wages to a government-run index fund, said Laurence Kotlikoff of Boston University.

Published April 20, 2011

Aspen Institute to host retirement discussion

By Editor Test Wed, Apr 13, 2011

The 90-minute roundtable will be held at noon, Friday, April 15, in Washington, D.C, and will feature Mark Iwry of the Treasury Department of Michael Davis of the Labor...

Published April 13, 2011

America Isn’t a Corporation

By Editor Test Mon, Apr 11, 2011

Congressman Paul Ryan's approach to the budget makes sense only if you think America should function like a corporation and that Medicare payments are income for beneficiaries. Nix to...

Published April 13, 2011

New York Life plans deferred income annuity for July

By Editor Test

A retiree or advisor could use such a product to reduce or eliminate the longevity risk associated with a traditional uninsured systematic withdrawal plan.

Published April 13, 2011

Polish president signs new pension laws

By Editor Test

Poland's deteriorating public finances back in late 2010 drove the changes. The budget deficit is estimated at 7.9% of GDP for 2010.

Published April 13, 2011

Economy improving amid anxiety about end of QE2: TrimTabs

By Editor Test

“Our real-time data already shows that wage and salary growth accelerated sharply in March,” said Madeline Schnapp, Director of Macroeconomic Research at TrimTabs.

Published April 13, 2011

After 2010, nowhere to go but up for fixed annuities

By Editor Test

“The current interest rate environment suggests that fixed annuity sales in banks will gradually increase in 2011,” said Jeremy Alexander, president and CEO of Beacon Research.

Published April 13, 2011

What Advisors Say About Wholesalers, Etc.

By Editor Test Sun, Apr 10, 2011

"Keep the golf balls, umbrellas, coffee mugs, etc., and provide as much info, training and current ideas as possible." That's one advisor's anonymous comment about annuity wholesalers in the...

Published April 13, 2011

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Articles by Author: Editor Test

Pershing positions itself as source for retirement-oriented advisors

New Symetra FIA tracks equities and/or commodities indices

New technology offers to help plan advisors meet fee disclosure rules

Average annual cost of private nursing home room: $85,775

One-third of HNW investors have itch to change advisors

An Advisor’s Perspective

A Scholar’s Perspective

More info on New York Life’s DIA Emerges

Equity funds see outflows in March: Morningstar

DTCC enhances Licenses & Appointments service

401(k) assets top $3 trillion: SPARK

An Industry Awaits Fee Transparency Rule with Trepidation

Financial system a ‘con game,’ says economist

Aspen Institute to host retirement discussion

America Isn’t a Corporation

New York Life plans deferred income annuity for July

Polish president signs new pension laws

Economy improving amid anxiety about end of QE2: TrimTabs

After 2010, nowhere to go but up for fixed annuities

What Advisors Say About Wholesalers, Etc.

Data Connection

Data Connection

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