Editor Test, Author at Retirement Income Journal

Putnam adapts ‘Absolute Return 500 Fund’ for VAs

By Editor Test Wed, Feb 23, 2011

Putnam Investments launched four Absolute Return Funds in January 2009 that aimed to match the returns of short-term securities, bonds, balanced funds and stocks, respectively, but with less risk.

Published February 23, 2011

Advisors speak up in Curian survey

By Editor Test

Eager to use their time more effectively, advisors want more functionality from their technology platforms.

Published February 23, 2011

Growth Spurt for VAs in Q4 and 2010: LIMRA

By Editor Test

The stock market rally drove a double-digit rise in VA sales in the fourth quarter of 2010. Index annuities had another record year, but other fixed annuities suffered.

Published February 23, 2011

Illinois to bolster state pension with new borrowing—Again

By Editor Test

A similar strategy backfired in 2003, when the state tried to fund its pension by borrowing $10 billion at 5.1%. It earned 3% on the proceeds, instead of the...

Published February 23, 2011

Transamerica Launches New VA Income Rider

By Editor Test

Under certain conditions, the rider can offer a step-up and a roll-up during the first 10 years, providing "growth on growth" potential.

Published February 23, 2011

Will New Retirees Rush to Spend Their Savings?

By Editor Test

A study by MIT's James Poterba (left) and others shows that current retirees tend to hoard 401(k) and traditional IRA assets, along with home equity, against possible future emergencies.

Published February 23, 2011

A Q&A about GuidedSpending 2.0

By Editor Test Wed, Feb 16, 2011

In an e-mail, GuidedChoice CEO Sherrie Grabot and CIO Ming Wang answered a few of RIJ’s questions about their income planning tool for plan participants.

Published February 16, 2011

Wealth2k offers free LTC presentation to advisors

By Editor Test

“The movie will make it easier for advisors to broach the issue of planning for the costs of long-term care,” said Wealth2k CEO David Macchia.

Published February 16, 2011

US stock & bond mutual funds receive $34bn in January

By Editor Test

An estimated $21 billion in net new cash went into US equity funds in January 2011, making it the first month of net inflows to those funds since last...

Published February 16, 2011

A UK white paper compares public pension funds to Ponzi schemes

By Editor Test

In a new think tank report, a former JP Morgan banker and Towers Watson consultant suggested that unfunded DB pensions in the U.K. should be closed by 2020 and...

Published February 16, 2011

UBS, State Street and BlackRock to manage NEST money

By Editor Test

Britain’s National Employers Savings Trust Corporation is hiring the three asset managers to handle portions of the new state-sponsored, employer-based defined contribution plan.

Published February 16, 2011

Rule 408(b)(2) delayed until 2012

By Editor Test

“We now believe plans and plan service providers would benefit from an extension of the rules applicability date,” said assistant Labor Secretary Phyllis Borzi in a statement.

Published February 16, 2011

Big gender discrepancy in UK savings

By Editor Test Wed, Feb 9, 2011

British women have a median balance of just £9,100 ($14,620) in their defined contribution “pension pots,” while men have a median balance of £52,800 ($84,820).

Published February 9, 2011

December hedge fund inflow “bullish”: TrimTabs

By Editor Test

“While the S&P 500 still sits about 8% south of its year-end 2007 level, our Hedge Fund Index is up about 8%," said Vincent Deluard of TrimTabs.

Published February 9, 2011

Furor in Netherlands over cause of pension losses

By Editor Test

A Dutch TV program accuses the country's pension fund managers of over-weighting equities for the past two decades.

Published February 9, 2011

Morningstar introduces ETF analysis tool

By Editor Test

The new tool will measure tracking error, estimated holding cost, market impact cost, and portfolio concentration.

Published February 9, 2011

What the ‘Lifetime Income Disclosure Act’ may mean for you

By Editor Test

The bill would require benefit statements to include the annuity equivalent of an employee’s benefit, while providing a "clear path to avoid liability."

Published February 9, 2011

Video: How Edward Jones Simplifies Annuities

By Editor Test Tue, Feb 8, 2011

Tim Burke, principal, Insurance Solutions, at Edward Jones, explains how switching exclusively to a new "O" share VA contract will make the annuity sale easier. Recorded at IRI Marketing...

Published February 9, 2011

Video: How John Hancock Simplifies Annuities

By Editor Test

Tom Mullen, vice president of marketing, John Hancock Annuities, explains that his firm's simple VA contract fell flat, but that other efforts at simplification have worked. Recorded at IRI...

Published February 9, 2011

A Closer Look at “Income+”

By Editor Test Thu, Feb 3, 2011

Financial Engines CIO Chris Jones answers questions about his firm’s new in-plan income program.

Published February 2, 2011

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Articles by Author: Editor Test

Putnam adapts ‘Absolute Return 500 Fund’ for VAs

Advisors speak up in Curian survey

Growth Spurt for VAs in Q4 and 2010: LIMRA

Illinois to bolster state pension with new borrowing—Again

Transamerica Launches New VA Income Rider

Will New Retirees Rush to Spend Their Savings?

A Q&A about GuidedSpending 2.0

Wealth2k offers free LTC presentation to advisors

US stock & bond mutual funds receive $34bn in January

A UK white paper compares public pension funds to Ponzi schemes

UBS, State Street and BlackRock to manage NEST money

Rule 408(b)(2) delayed until 2012

Big gender discrepancy in UK savings

December hedge fund inflow “bullish”: TrimTabs

Furor in Netherlands over cause of pension losses

Morningstar introduces ETF analysis tool

What the ‘Lifetime Income Disclosure Act’ may mean for you

Video: How Edward Jones Simplifies Annuities

Video: How John Hancock Simplifies Annuities

A Closer Look at “Income+”

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