Editor Test, Author at Retirement Income Journal

Published July 15, 2009

The sticking point in previous talks between AIG and MetLife was price. AIG reportedly demanded $20 billion, which was more than MetLife was willing to pay.

Top-Yielding Certificate-Type Fixed Annuities

By Editor Test Wed, Jul 8, 2009

Effective yields ranged from 1.75% for a two-year contract with a one-year bonus to 5.25% for a 10-year contract.

Top Yielding Certificate Type Fixed Annuities

Future of VAs a ‘Wildcard,’ Conning Says

“We'll have to see how this market plays out,” said Terence Martin, vice president of insurance research at Hartford-based Conning Research and Consulting.

Got Anger? ShareOwners.Org Cites Investor Indignation

ShareOwners.org wants stronger regulation of the securities industry, increased accountability of corporate boards and CEOs, greater financial transparency and protection of the legal rights of investors.

Fitch Downgrades Nationwide Mutual to “A”

VA writers like Nationwide continue to be under pressure from the decline in equity market values, which have required additional general account reserves to cover guarantees, Fitch said.

Eight Join Advisory Board at American College’s New York Life Center for Retirement Income

The Center, directed by Kenn Beam Tacchino, JD, offers technical knowledge to financial advisors and agents in matters related to the retirement decisions facing clients.

Employers Not Responsible for Retiree Income, Most Plan Advisers Say

“A mutual funds/fixed annuity combination” and “variable annuities with a guaranteed minimum withdrawal benefit” were the “most attractive” options for retirement income planning/distribution.

Published June 23, 2009

Range of Target Date Funds’ Stock/Fixed Income Allocations By Target Retirement Year

By Editor Test Tue, Jul 7, 2009

Percentage of House Value That Could Be Borrowed Through Reverse Mortgage at Ages 65, 75, and 85, 1990-2005

Published June 16, 2009

Top Yielding Certificate Type Fixed Annuities

Published June 10, 2009

In Washington State, a ‘State 401(k)’ Is Rejected

By Editor Test Mon, Jun 29, 2009

When it comes to designing public-private retirement savings programs, Sandy Matheson has been there and done that.

More Portfolio Managers Say the Market Has Bottomed

Over 80% of investors surveyed expect the S&P 500 Index to reach 1200 by the end of 2011, and almost one-quarter expect it to return to 1500 by then.

P&A Group Targets Fee-Based Plan Advisors

A unit of the Buffalo, NY-based firm has partnered with the CIF Marketplace to supplement their mutual fund and ETF product base with collective investment funds (CIFs).

How Stable Are Your Stable Value Funds?

"In today's unpredictable market environment, even the 'safest' investments carry considerable risks," the global consulting firm said.

Lincoln Financial Restructures Its Retirement Efforts

The Institutional Retirement Solutions Distribution group, headed by Garry Spence, will no longer be part of the Retirement Solution Distribution organization.