Editorial Staff, Author at Retirement Income Journal

As DOL ponders fiduciary proposal, retail channel assets grow

By Editorial Staff Fri, Oct 23, 2015

“U.S. retail channels have exhibited strong growth in recent years, driven primarily by Baby Boomers transitioning assets out of traditional institutional channels, such as 401(k) plans,” said Jennifer Muzerall,...

Published October 23, 2015

U.S. ranked 15th in pension excellence: Mercer

By Editorial Staff

Both the Dutch and Danish systems were highlighted as “first class” in the seventh edition of the survey, while Sweden rose from sixth place to tie for fifth with...

Published October 23, 2015

The Bucket

By Editorial Staff

Brief or late-breaking items from Voya Financial, TIAA-CREF, Prudential and MetLife.

Published October 23, 2015

Quote of the Week

By Editorial Staff

"If some people have skills that are worth paying for, but it is difficult to determine who they are, everyone will be able to charge more. This mechanism is...

Published October 23, 2015

Longevity growth begins to slow: Society of Actuaries

By Editorial Staff Wed, Oct 14, 2015

“People are living longer, but longevity is increasing at a slower rate than previously available data indicated," said Dale Hall, managing director of research at SOA.

Published October 15, 2015

Financial Engines offers call center support to rank-and-file participants

By Editorial Staff

While participant interest in online advisory services is strong (60%), interest in services that included access to financial advisors is even stronger (68%), a new survey by Financial Engines...

Published October 15, 2015

Bank annuity fee income dips 4.1% in first half of 2015

By Editorial Staff

Wells Fargo & Company (CA), Morgan Stanley (NY), and Raymond James Financial, Inc. (FL) led all bank holding companies in annuity commission income in first half 2015.

Published October 15, 2015

RIIA’s RMA designation goes online

By Editorial Staff

The course is designed for financial advisors with at least three years’ experience who want to master RIIA's retirement planning advisory process and "View Across the Silos" approach to...

Published October 15, 2015

The Bucket

By Editorial Staff

Brief or late-breaking items from Conning Research, Milliman, the Dutch Pensions Federation, the Society of Actuaries,TrimTabs, Morningstar, Voya Financial, LIMRA and UBS.

Published October 15, 2015

Go Ahead, Buy the Harley

By Editorial Staff Thu, Oct 8, 2015

New research in the Journal of Personal Finance shows why retirees can spend 20% more in early retirement than the 4% rule allows. In our latest research roundup, we...

Published October 8, 2015

Prudential buys a chunk of JCPenney pension

By Editorial Staff

A portion of plan assets and liabilities of some 43,000 retirees and beneficiaries will move to Prudential without a cash contribution from JCPenney, according to a release. The deal...

Published October 8, 2015

‘Robo’ assets grow 208% in 15 months: Corporate Insight

By Editorial Staff

“Most of this growth can be attributed to the managed account model, as the appeal of the algorithm-based advice approach seems to have plateaued,” a Corporate Insight release said.

Published October 8, 2015

Who says America doesn’t save for retirement?

By Editorial Staff

Assets in individual retirement accounts (IRAs) totaled $7.6 trillion at the end of the second quarter of 2015, up 0.4% from the end of the first quarter. Story includes...

Published October 8, 2015

Industry-sponsored legal study attacks ‘robo-advisors’

By Editorial Staff

A recent paper by D.C. attorney Melanie Fein argues that “Robo-advisors do not provide personal investment advice, do not meet a high standard of care for fiduciary investing, and...

Published October 8, 2015

The Bucket

By Editorial Staff

Brief or late-breaking items from T. Rowe Price, Wealth-X, MassMutual, Voya, AARP, JPMorgan and BNY Mellon Fiduciary Solutions.

Published October 8, 2015

Will DOL proposal trigger “ratings events”? Too soon to say: A.M. Best

By Editorial Staff Thu, Oct 1, 2015

"The DOL has been receptive to insurers’ concerns and the next proposal could have significant changes,” A.M. Best analysts wrote.

Published October 1, 2015

Voya adds volatility-controlled index to its FIAs

By Editorial Staff

"The Point-to-Point Volatility Control Strategy tracks Deutsche Bank's proprietary CROCI (Cash Return on Capital Invested) US 5% Volatility Control Index," a Voya release said.

Published October 1, 2015

Kehrer Bielan releases bank annuity sales study for 2014

By Editorial Staff

The ten largest third-party broker dealers, which support annuity and investment sales in 2,559 banks and credit unions, accounted for 38% of the total annuity premium sold through financial...

Published October 1, 2015

Life insurers will take ‘manageable’ GAAP charges in 3Q2015: Fitch

By Editorial Staff

"We believe that the Fed's position increases the likelihood that life insurers will take GAAP charges in third-quarter 2015 tied to a revision in long-term rate assumptions," Fitch analysts...

Published October 1, 2015

Envestment managed accounts to be offered in MassMutual 401(k)s

By Editorial Staff

The service is called “RetireSmart Ready Managed Path.” The asset allocations use investment options already offered by the plan. The service is available to MassMutual plans with at least...

Published October 1, 2015

1 … 62 63 64 65 66 … 88

Articles by Author: Editorial Staff

As DOL ponders fiduciary proposal, retail channel assets grow

U.S. ranked 15th in pension excellence: Mercer

The Bucket

Quote of the Week

Longevity growth begins to slow: Society of Actuaries

Financial Engines offers call center support to rank-and-file participants

Bank annuity fee income dips 4.1% in first half of 2015

RIIA’s RMA designation goes online

The Bucket

Go Ahead, Buy the Harley

Prudential buys a chunk of JCPenney pension

‘Robo’ assets grow 208% in 15 months: Corporate Insight

Who says America doesn’t save for retirement?

Industry-sponsored legal study attacks ‘robo-advisors’

The Bucket

Will DOL proposal trigger “ratings events”? Too soon to say: A.M. Best

Voya adds volatility-controlled index to its FIAs

Kehrer Bielan releases bank annuity sales study for 2014

Life insurers will take ‘manageable’ GAAP charges in 3Q2015: Fitch

Envestment managed accounts to be offered in MassMutual 401(k)s

Data Connection

Data Connection

Lists*