Editorial Staff, Author at Retirement Income Journal

CFP quarterly debuts with article on managing longevity risk

By Editorial Staff Fri, Sep 21, 2018

"The Financial Planning Review will publish research that builds the financial planning body of knowledge," said Marilyn Mohrman-Gillis, executive director, CFP Board Center for Financial Planning.

Published September 21, 2018

Playing the ‘Newlywed Game’ with near-retirement couples

By Editorial Staff

Couples on the brink of retirement often have different ideas about retirement but not know it, according to a new research paper from academics in Canada and the Netherlands....

Published September 21, 2018

New Fidelity TDFs are funds of active and passive funds

By Editorial Staff

'We are introducing the Freedom Blend funds to meet the growing demand for a target-date strategy that incorporates active and passive investment capabilities in a single mutual fund,” said...

Published September 21, 2018

MassMutual stakes out thought-leadership in pension risk transfer services

By Editorial Staff

Single premium PRT product sales in the United States were $23.9 billion in 2017, up from $13.7 billion in 2016, a 68% increase, a new MassMutual white paper said,...

Published September 21, 2018

Honorable Mention

By Editorial Staff

Shlomo Benartzi to partner with Acorns, a financial wellness system; AIG acquires Glatfelter Insurance Group; Principal adds chat function for plan administrators and bolsters financial wellness offerings in its...

Published September 21, 2018

Fidelity Launches Two More Zero-Expense Funds

By Editorial Staff Thu, Sep 13, 2018

Fidelity now offers four zero expense ratio index funds: Zero Large-Cap Index, Zero Extended Market Index, Zero Total Market Index and Zero Total International Index funds.

Published September 13, 2018

Lincoln Financial to distribute new indexed annuity through Market Synergy Group

By Editorial Staff

Lincoln's new Retirement Safeguard FIA features built-in lifetime income, including a benefit multiplier while saving for retirement, an option for increasing income in retirement, and an enhanced death benefit.

Published September 13, 2018

‘Pent-up demand’ lifted annuity sales in 2Q2018

By Editorial Staff

'The Insured Retirement Institute has remained confident that annuities sales would rebound due to pent up demand for these solutions,' said IRI President and CEO Cathy Weatherford, in a...

Published September 13, 2018

iPipeline announces annuity distribution partnership

By Editorial Staff

Under the alliance, BCS Insurance Agency will offer fixed and indexed annuities through Four Seasons Financial Group using iPipeline's 'SimplyAnnuity' tool.

Published September 13, 2018

Securian to offer “unitized model portfolios” to 401k plans

By Editorial Staff

The unitized portfolios are positioned as more customizable than target date funds as qualified default investment alternatives in 401(k) plans.

Published September 13, 2018

Personal Capital launches tax-efficient drawdown tool

By Editorial Staff Thu, Sep 6, 2018

To arrive at personalized recommendations, the service integrates account level tax status, household tax filing status, and the latest state-by-state and federal tax date with a goal of extending...

Published September 6, 2018

With new pension policy, California links retirement income to global warming

By Editorial Staff

Senate Bill 964, which was passed last week, requires CalPERS and CalSTRS to identify climate risk in their portfolios and report on that risk to the public and to...

Published September 6, 2018

Asset managers focus on advisor behavior: Cerulli

By Editorial Staff

'Just 53% of practices with assets under management (AUM) between $50 million and $100 million in-source their investment decision making,' said Ed Louis, a senior analyst at Cerulli, in...

Published September 6, 2018

Honorable Mention

By Editorial Staff

New Jackson National campaign depicts aging as beginning, not an end; T. Rowe Price’s new ad campaign explains its active management philosophy; Global Atlantic announces annuity product ‘overhaul.'

Published September 6, 2018

Ascensus’ TPA empire continues to grow

By Editorial Staff Thu, Aug 30, 2018

'This addition to Ascensus TPA Solutions goes a long way toward helping us build a national TPA,' said Jerry Bramlett, head of TPA Solutions at Ascensus.

Published August 30, 2018

Allianz Life leads in total sales of fixed deferred annuities: Wink

By Editorial Staff

Indexed annuity sales for the second quarter were $17.3 billion; up nearly 22.0% when compared to the previous quarter, and up more than 18.4% when compared with the same period...

Published August 30, 2018

Net income of U.S. life/annuity industry drops in first-half 2018: A.M. Best

By Editorial Staff

Mortgage loans constituted 12.4% of total invested assets in the first half of 2018, up 41% from the first half of 2014, according to a new Best's Special Report.

Published August 30, 2018

Honorable Mention

By Editorial Staff

Allianz Life annuities join Envestnet platform, Aviva (U.K.) transfers pension risk to Prudential, Millennium Trust notes growth milestones, EY announces technology investment, leadership moves, Joe Celentano succeeds Dewey Bushaw...

Published August 30, 2018

Annuity sales jump 10% percent in 2Q2018: LIMRA SRI

By Editorial Staff

LIMRA Secure Retirement Institute research chief Todd Giesing predicted that fixed-rate deferred annuity sales would increase 15% to 20% percent this year and by as much as 25% in...

Published August 30, 2018

Inside new target date funds, Lincoln offers risk-adjustment options

By Editorial Staff Thu, Aug 9, 2018

Morningstar Investment Management LLC will provide the glide path, portfolio construction and ongoing management for each of the portfolio strategies.

Published August 9, 2018

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Articles by Author: Editorial Staff

CFP quarterly debuts with article on managing longevity risk

Playing the ‘Newlywed Game’ with near-retirement couples

New Fidelity TDFs are funds of active and passive funds

MassMutual stakes out thought-leadership in pension risk transfer services

Honorable Mention

Fidelity Launches Two More Zero-Expense Funds

Lincoln Financial to distribute new indexed annuity through Market Synergy Group

‘Pent-up demand’ lifted annuity sales in 2Q2018

iPipeline announces annuity distribution partnership

Securian to offer “unitized model portfolios” to 401k plans

Personal Capital launches tax-efficient drawdown tool

With new pension policy, California links retirement income to global warming

Asset managers focus on advisor behavior: Cerulli

Honorable Mention

Ascensus’ TPA empire continues to grow

Allianz Life leads in total sales of fixed deferred annuities: Wink

Net income of U.S. life/annuity industry drops in first-half 2018: A.M. Best

Honorable Mention

Annuity sales jump 10% percent in 2Q2018: LIMRA SRI

Inside new target date funds, Lincoln offers risk-adjustment options

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