Editorial Staff, Author at Retirement Income Journal

Honorable Mention

By Editorial Staff Thu, Sep 5, 2019

Sullivan to succeed Pelletier at Prudential; Three Jackson fee-based annuities join RetireOne platform; Ascensus publishes 'Inside America's Savings Plans'; Fidelity publishes 10th annual plan sponsor survey; Vanguard releases fund...

Published September 5, 2019

RIJ takes vacation, returning September 5

By Editorial Staff Thu, Aug 22, 2019

Retirement Income Journal will be on vacation August 23, 2019 to September 1, 2019. We'll return with the September 5 issue. Thanks for reading RIJ!

Published August 22, 2019

Honorable Mention

By Editorial Staff

Most RICP clients delay Social Security benefits; MassMutual boosts support for third-party administrators; DC plan participants ‘stay the course’: ICI

Published August 22, 2019

Deferred annuity sales up 6% in 2Q2019: Wink

By Editorial Staff

Sales of traditional fixed annuities were down nearly 10% from the prior quarter but up more than 21% over the second quarter last year, according to Wink's Sales &...

Published August 22, 2019

FIA sales break quarterly sales record (again): LIMRA SRI

By Editorial Staff

'The 10-year treasury rate dropped nearly 50 basis points from the start of the second quarter,” said LIMRA's Todd Giesing. 'We anticipate sales of fixed-rate deferred annuities to substantially...

Published August 22, 2019

Wide variation seen in British target date funds

By Editorial Staff

Here’s another instance--along with coverage ratios, fiduciary duties of advisors, and the decline of pensions--where the British and American retirement industries share certain challenges.

Published August 22, 2019

Kitces’ XY Planning Network adds its 1000th adviser

By Editorial Staff

Members of the network, whose median age is only 39, comprise more than 5% of all state-registered RIAs delivering financial planning services across the country, the organization said.

Published August 22, 2019

High-end advisors shifting to holistic planning: Cerulli and IWI

By Editorial Staff Thu, Aug 15, 2019

Investments & Wealth Institute members are nearly twice as likely to report operating in a primarily fee-based practice relative to the industry average (62% vs. 38%, respectively). By 2020,...

Published August 15, 2019

Honorable Mention

By Editorial Staff

Nationwide digitizes, customizes annuity client kits; Envestnet sued by software vendor; Ascensus acquires ‘prevailing wage’ benefits specialist.

Published August 15, 2019

Plan sponsors seek proof that ‘financial wellness’ pays off: Cerulli

By Editorial Staff Thu, Aug 8, 2019

'Improving financial literacy, increasing workplace productivity, and decreasing employee stress are hard to attribute directly to a financial wellness initiative,' the consulting firm said this week.

Published August 8, 2019

Fast and Frumious

By Editorial Staff

'Fast and Frumious' is a new feature in Retirement Income Journal. It contains short items that caught our eye or raised our eyebrows during the past week--ranging from the...

Published August 8, 2019

‘Auto-portability’ gets green light from DOL

By Editorial Staff Thu, Aug 1, 2019

Retirement Clearinghouse, creator of a technology by which small abandoned 401(k) accounts would automatically follow their owners to their next plan, has received the permissions it needed to begin...

Published August 1, 2019

Honorable Mention

By Editorial Staff

Innovator “Buffer ETFs” now trade on the Cboe; Don’t fund Medicare-for-all with tax on savers: ARA; Lincoln Financial provides data on the cost of assisted living and long-term care...

Published August 1, 2019

‘The Specter of the Giant Three,’ and Other Gripping Yarns

By Editorial Staff

Four recent research papers that we think will interest you are summarized here. Topics include the dominance of shareholder voting by Vanguard, BlackRock and SSgA, the limits of stock-picking...

Published August 1, 2019

House MEP bill could fuel pension risk transfer deals

By Editorial Staff Thu, Jul 25, 2019

According to a CBO estimate, HR397 calls for loans and grants to insolvent or troubled multiemployer pensions totaling almost $49 billion between 2019 and 2024 and almost $68 billion...

Published July 25, 2019

Envestnet updates ‘financial wellness’ app

By Editorial Staff

The updated service involves a set of educational modules called MyBlocks, which plug into MoneyGuidePro. Advisors could employ it as the 'robo' part of a hybrid digital/human advisory model....

Published July 25, 2019

Your copy of ‘How America Saves,’ small biz edition

By Editorial Staff

The new report, which complements Vanguard's recent 'How America Saves 2019' report on retirement savings in large retirement plans, documents savings patterns among workers in smaller plans.

Published July 25, 2019

Honorable Mention

By Editorial Staff

DPL Financial Partners, Lighthouse Life offer life settlements to RIAs; Jackson enhances variable annuity benefits, adds Fidelity as money manager; ACLI rebuts Wall Street Journal editorial on SECURE Act;...

Published July 25, 2019

Cetera, Allianz SE and Capital Group offer model retirement income portfolio tool

By Editorial Staff Thu, Jul 18, 2019

The partnership, still in its early stages, will end up 'disrupting the retirement income landscape,' an Allianz SE board member said.

Published July 18, 2019

Honorable Mention

By Editorial Staff

Fidelity, in pursuit of Vanguard, bolsters its index fund line-up; Subscription-based advice resonates with investors: Schwab; 'Wealth' costs more than $1 million these days: Ameriprise; Global Atlantic to educate...

Published July 18, 2019

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Articles by Author: Editorial Staff

Honorable Mention

RIJ takes vacation, returning September 5

Honorable Mention

Deferred annuity sales up 6% in 2Q2019: Wink

FIA sales break quarterly sales record (again): LIMRA SRI

Wide variation seen in British target date funds

Kitces’ XY Planning Network adds its 1000th adviser

High-end advisors shifting to holistic planning: Cerulli and IWI

Honorable Mention

Plan sponsors seek proof that ‘financial wellness’ pays off: Cerulli

Fast and Frumious

‘Auto-portability’ gets green light from DOL

Honorable Mention

‘The Specter of the Giant Three,’ and Other Gripping Yarns

House MEP bill could fuel pension risk transfer deals

Envestnet updates ‘financial wellness’ app

Your copy of ‘How America Saves,’ small biz edition

Honorable Mention

Cetera, Allianz SE and Capital Group offer model retirement income portfolio tool

Honorable Mention

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