Editorial Staff, Author at Retirement Income Journal

DC plans deliver less income than DB plans, study shows

By Editorial Staff Wed, Mar 15, 2017

Expansion of DC coverage, wider use of auto-enrollment and auto-escalation of contributions, and reduced leakage would help turn the situation around, according to the Center for Retirement Research at...

Published March 16, 2017

Older, poorer Americans take a hit under Ryan health plan

By Editorial Staff

“The increase would be disproportionately larger among older people with lower income... People between 50 and 64 years old with income under 200% of the federal poverty level would...

Published March 16, 2017

AIG looks for new CEO

By Editorial Staff

The AIG Companies are among the largest issuers of fixed and variable annuities, with $13.6 billion in total annuities sales through the first three-quarters of 2016.

Published March 16, 2017

Honorable Mention

By Editorial Staff

Brief or late-breaking items from Voya Financial, The Retirement Equity Laboratory at the New School, and Kehrer-Bielan consultants.

Published March 16, 2017

Netting $317 billion, Vanguard dominated fund flows in 2016: Morningstar

By Editorial Staff Thu, Mar 9, 2017

'2016 was more filled with uncertainty than other years, particularly in light of a few extraordinary political events that nobody believed would happen until they did,' said Morningstar in...

Published March 9, 2017

Consumers want safe income but don’t understand annuities, study shows

By Editorial Staff

A survey by CANNEX and Greenwald & Associates shows once again that Americans want guaranteed retirement income but don't know much about annuities that provide guaranteed income.

Published March 9, 2017

Jefferson National strengthened by its new owner, Nationwide

By Editorial Staff

A.M. Best said it expects Jefferson National’s management to remain in place, but the insurer 'will be transitioning to the Nationwide brand.'

Published March 9, 2017

Nobody knows you when you’re down and out (and single and old): AARP

By Editorial Staff

Lonely older adults are much more likely to have an annual household income of less than $25,000 and assets under $10,000, and are more likely overall to be in...

Published March 9, 2017

ClearFit, a turnkey retirement plan from Morgan Stanley and Ascensus

By Editorial Staff

The investment menu will use a multi-manager approach and non-proprietary funds. ClearFit’s target date models will use Morgan Stanley’s proprietary retirement glidepaths.

Published March 9, 2017

Instead of retirement savings, farmers bank on their land

By Editorial Staff Thu, Mar 2, 2017

'The same independence that drew them to farming characterizes their retirement approach: free of pensions, unions and so-called experts,' a New York Times report said.

Published March 2, 2017

Two long-term care issuers in PA to be liquidated

By Editorial Staff

'Pricing deficiencies and resulting financial losses have resulted in many long-term care insurers seeking large premium rate increases and some leaving the market,' the Pennsylvania insurance commissioner said.

Published March 2, 2017

Consumer coalition rallies against Wells Fargo Bank

By Editorial Staff

'We call on Wells Fargo to do the right thing, and to immediately cease using forced arbitration clauses in its consumer and employment contracts,' said a letter to the...

Published March 2, 2017

Insured Retirement Institute announces its lobbying goals for 2017

By Editorial Staff Wed, Mar 1, 2017

The IRI called for Congress not to allow state and local governments to set up auto-IRA plans for businesses without retirement plans, urged the removal of barriers to multiple...

Published March 2, 2017

‘Money isn’t everything’

By Editorial Staff

Of those surveyed by Havas Worldwide, about half want their financial life 'bundled within a single organization' and over half of early tech adopters "want to pay for everything...

Published March 2, 2017

Indexed annuity sales hurt by fiduciary rule: LIMRA SRI

By Editorial Staff Thu, Feb 23, 2017

'Until there is some clarity on the DOL fiduciary rule, the Institute expects sales to continue to drop in 2017,' said Todd Giesing, assistant research director of the LIMRA...

Published February 23, 2017

Trump rally takes unexpected direction: Morningstar

By Editorial Staff

In January, investors put $30.6 billion into U.S. equity passive funds, down from $50.8 billion in December 2016, the report showed. On the active side, investors pulled $20.8 billion...

Published February 23, 2017

Perhaps with less to spend, retired Southerners spend less

By Editorial Staff

Among 65-to-74-year-olds, Northeastern households had the highest median annual spending ($41,860) and Southern households the lowest ($32,836), according to new research by the Employee Benefit Research Institute.

Published February 23, 2017

Steep drop in fintech investment: KPMG

By Editorial Staff

Globally, fintech funding fell to $25 billion in 2016 from $47 billion in 2015. Nonetheless, 2016 was the third strongest year for fintech investment and second highest year for...

Published February 23, 2017

Kill Bills: Republicans attack ‘safe harbor’ for state auto-IRAs plans

By Editorial Staff Thu, Feb 16, 2017

The move was applauded by the National Association of Insurance and Financial Advisors and the Investment Company Institute. It was condemned by the National Conference on Public Employee Retirement...

Published February 16, 2017

Where HR meets social media, Blackstone will be there

By Editorial Staff

Blackstone's private equity funds have purchased human resource administration platform Aon Hewitt from Aon plc for $4.8 billion, at a time when HR is moving to the 'cloud' and...

Published February 16, 2017

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Articles by Author: Editorial Staff

DC plans deliver less income than DB plans, study shows

Older, poorer Americans take a hit under Ryan health plan

AIG looks for new CEO

Honorable Mention

Netting $317 billion, Vanguard dominated fund flows in 2016: Morningstar

Consumers want safe income but don’t understand annuities, study shows

Jefferson National strengthened by its new owner, Nationwide

Nobody knows you when you’re down and out (and single and old): AARP

ClearFit, a turnkey retirement plan from Morgan Stanley and Ascensus

Instead of retirement savings, farmers bank on their land

Two long-term care issuers in PA to be liquidated

Consumer coalition rallies against Wells Fargo Bank

Insured Retirement Institute announces its lobbying goals for 2017

‘Money isn’t everything’

Indexed annuity sales hurt by fiduciary rule: LIMRA SRI

Trump rally takes unexpected direction: Morningstar

Perhaps with less to spend, retired Southerners spend less

Steep drop in fintech investment: KPMG

Kill Bills: Republicans attack ‘safe harbor’ for state auto-IRAs plans

Where HR meets social media, Blackstone will be there

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