Editorial Staff, Author at Retirement Income Journal

Income Solutions wins award from RIJ, adds Nationwide SPIA to its annuity sales platform

By Editorial Staff Thu, Jul 27, 2017

Income Solutions is not just a point-of-sale or a provider of price quotes, but also the destination point of a virtual pipeline from 401(k) plans whose sponsors support it...

Published July 27, 2017

The beginning of the end of “leakage”?

By Editorial Staff

Retirement Clearinghouse (RCH) completed its first live test of 'auto-portability,' thus demonstrating the feasibility of a nationwide automated network that would ensure that 401(k) accounts followed participants from job...

Published July 27, 2017

RetireOne to offer Great-West’s fee-based Smart Track VA with income rider

By Editorial Staff

Smart Track Advisor allows advisors to bill for their advisory fee separately or have the fee (up to 1.50%) deducted from the annuity contract without disrupting any guarantees.

Published July 27, 2017

Honorable Mention

By Editorial Staff

Brief or late-breaking items from Jackson National Life, eMoney and Betterment.

Published July 27, 2017

Two new House bills would alter Obama fiduciary rule

By Editorial Staff Mon, Jul 24, 2017

One bill would mitigate adviser conflicts of interest with new disclosure requirements. The other was a funding bill that included a provision not to enforce the existing fiduciary rule,...

Published July 27, 2017

10 Key Questions That Pre-Retirees Should Ask (and that advisors should help them answer)

By Editorial Staff Thu, Jul 20, 2017

Published July 20, 2017

LPL will flatten advisor compensation on mutual fund sales

By Editorial Staff

'Other financial firms have limited or even fully removed brokerage options for retirement investors. But when brokerage is in the best interest of your client, we’re providing a solution,'...

Published July 20, 2017

Shift to passive funds slows down in June: Morningstar

By Editorial Staff

The leaders in active flows were American Funds with $3.9 billion and Vanguard with $2.9 billion. On the passive front, Vanguard was first with inflows of $22.7 billion, followed...

Published July 20, 2017

Low unemployment is the bright spot in the economy: Chao

By Editorial Staff

'After the failure to repeal and replace Obamacare, it is increasingly unlikely that any major legislation will pass... this year. We expect a difficult September as lawmakers debate the...

Published July 20, 2017

Prudential reorganizes five businesses into three main groups

By Editorial Staff

'Each group will have a leader focused on understanding customer needs, experiences and expectations, and applying that understanding to capture growth opportunities within and across businesses,' said a Prudential...

Published July 20, 2017

Betterment adds socially-responsible portfolio option

By Editorial Staff

A 42% improvement in social responsibility over Betterment's existing portfolio came from substituting iShares DSI—a broad US ESG stock market ETF—for the portfolio's U.S. large cap exposures, Betterment said.

Published July 20, 2017

Total Assets Indexed or Benchmarked to S&P Dow Jones Indices

By Editorial Staff Thu, Jul 13, 2017

Published July 13, 2017

1Q2017 bank annuity fee income up 4.2% from 1Q2016

By Editorial Staff Fri, Jul 7, 2017

Of 624 bank holding companies (BHC), 280 or 44.9% sold annuities during first quarter 2017. Their $788.5 million in annuity commissions and fees constituted 35.1% of total BHC insurance...

Published July 13, 2017

Honorable Mention

By Editorial Staff

Brief or late-breaking items about Northwestern Mutual and the NFL, Milliman's robo-human hybrid research and Voya's new 401k chief.

Published July 13, 2017

KeyCorp buys HelloWallet from Morningstar

By Editorial Staff Thu, Jul 6, 2017

The $134.5 billion bank holding company may be the first bank to move into the financial wellness space, which has been dominated by retirement companies. Financial terms of the...

Published July 13, 2017

Lawsuit accuses oil and gas firm of not using Vanguard’s cheapest funds

By Editorial Staff

Participants in Pioneer Natural Resources USA's 401(k) plan accuse the sponsor of offering them Vanguard's retail share class funds instead of institutional share class funds and failing to negotiate...

Published July 13, 2017

Evaluations of the 10 Largest Health Savings Account Plans

By Editorial Staff Thu, Jun 29, 2017

Published June 29, 2017

Nationwide’s new ‘Care Concierge’ program fills an advisory vacuum

By Editorial Staff

The program extends Nationwide's internal employee assistance benefits, such as health advocacy, counseling and access to legal services, to owners of certain Nationwide variable annuity products.

Published June 29, 2017

Happy Independence Day

By Editorial Staff

Retirement Income Journal will take a one-week recess to celebrate the July 4 national holiday and will not appear on July 6. We will return to our weekly publishing...

Published June 29, 2017

Only one of the 10 largest HSAs gets great grades: Morningstar

By Editorial Staff

Morningstar evaluated HSAs from Alliant Credit Union, Bank of America, BenefitWallet, HealthEquity, HealthSavings Administrators, HSA Bank, Optum Bank, SelectAccount, The HSA Authority, and UMB Bank.

Published June 29, 2017

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Articles by Author: Editorial Staff

Income Solutions wins award from RIJ, adds Nationwide SPIA to its annuity sales platform

The beginning of the end of “leakage”?

RetireOne to offer Great-West’s fee-based Smart Track VA with income rider

Honorable Mention

Two new House bills would alter Obama fiduciary rule

10 Key Questions That Pre-Retirees Should Ask (and that advisors should help them answer)

LPL will flatten advisor compensation on mutual fund sales

Shift to passive funds slows down in June: Morningstar

Low unemployment is the bright spot in the economy: Chao

Prudential reorganizes five businesses into three main groups

Betterment adds socially-responsible portfolio option

Total Assets Indexed or Benchmarked to S&P Dow Jones Indices

1Q2017 bank annuity fee income up 4.2% from 1Q2016

Honorable Mention

KeyCorp buys HelloWallet from Morningstar

Lawsuit accuses oil and gas firm of not using Vanguard’s cheapest funds

Evaluations of the 10 Largest Health Savings Account Plans

Nationwide’s new ‘Care Concierge’ program fills an advisory vacuum

Happy Independence Day

Only one of the 10 largest HSAs gets great grades: Morningstar

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