Editorial Staff, Author at Retirement Income Journal

Participants still not focused on income: Cerulli

By Editorial Staff Thu, Jul 23, 2015

Cerulli also asked asset managers, broker-dealers and insurance companies what income product they thought will appeal most to plan sponsors. Forty-one percent said “asset management-only” products.

Published July 23, 2015

Financial Engines, Betterment will leverage new Social Security data

By Editorial Staff Thu, Jul 16, 2015

At the White House Conference on Aging this week, the Social Security Administration announced that it would make benefit information available through transferable data files for use in robo-advice...

Published July 16, 2015

AXA’s UK pension fund uses longevity swap

By Editorial Staff

Insurers will be subject to additional capital requirements when Solvency II kicks in later this year, requiring companies to shore up longevity within their books and their own pension...

Published July 16, 2015

Conversions of pensions to lump sum payments are banned

By Editorial Staff

“If a participant has the ability to accelerate distributions at any time, then the actuarial cost associated with that acceleration right would result in smaller initial benefits," the IRS...

Published July 16, 2015

Northwestern Mutual offers dividend-paying QLAC

By Editorial Staff Wed, Jul 15, 2015

Northwestern Mutual’s actuaries have reproduced some of the attractive features of the variable-annuity-with-guaranteed-lifetime-withdrawal-benefit rider, but on a fixed income annuity chassis instead of a mutual fund chassis.

Published July 16, 2015

The Bucket

By Editorial Staff

Brief or late-breaking items from MassMutual, Prudential, BlackRock and British pension funds.

Published July 16, 2015

DOL proposal could “revamp” advisor business practices: Fitch

By Editorial Staff Thu, Jul 9, 2015

Fitch analysts suggested in a new report that the DOL proposals “could curb the willingness of agents to promote complex and higher fee products to market,”...

Published July 9, 2015

Offshore AUM to exceed US AUM by 2019: Cerulli

By Editorial Staff

Global AUM is expected reach US$106 trillion by 2019, but “managers need to be realistic about the efforts required to win business in high-growth markets,” said a Cerulli release...

Published July 9, 2015

New whitepaper attacks DOL conflict-of-interest proposal

By Editorial Staff

“If the rule is enacted as written,” write Jack Marrion and Kim O'Brien, “it will cause a severe disruption for many securities brokers and dealers but will be devastating...

Published July 9, 2015

The Bucket

By Editorial Staff

Brief or late-breaking items from Cetera, Broadridge, kasina (DST), New York Life and John Hancock, Prudential Financial, Wells Fargo, Raymond James, LPL Financial and Dutch pension funds.

Published July 9, 2015

OneAmerica buys BMO’s U.S. retirement business

By Editorial Staff Thu, Jul 2, 2015

According to NAPAnet, OneAmerica serves more than 11,000 plans in the mid-sized market and has over $30 billion in retirement assets under administration.

Published July 2, 2015

John Hancock and LPL in participant advice pact

By Editorial Staff

Launched by LPL in 2014, the Employee Advice Solution tool can deliver personalized participant advice through an online service that collects financial information about a participant.

Published July 2, 2015

Bank of International Settlements expresses doubts about low rates

By Editorial Staff

"Unless the underlying problems are addressed head-on, short-term gain may be purchased at the price of long-term pain," warn the authors of the bank's 85th annual report on the...

Published July 2, 2015

The Bucket

By Editorial Staff

Brief or late-breaking items from Cerulli, Broadridge, Cogent Research, Transamerica, Willis Towers Watson, and Prudential Annuities.

Published July 2, 2015

Public comments on DOL are now available; hearing to start August 10

By Editorial Staff Thu, Jun 25, 2015

A portion of the hearing will focus on the Department’s Regulatory Impact Analysis, which addresses the potential or anticipated economic effects of the proposal, and the relative merits of...

Published June 25, 2015

“MACS” are poised to lead an active-management comeback: Citi

By Editorial Staff

Sales of bespoke funds will rebound on the wings of new three-pronged “dynamically managed multi-asset class solutions” (MACS), according to Citi’s just published 6th Annual Industry Evolution Survey.

Published June 25, 2015

SEC and FINRA publish study of sales to seniors at BDs

By Editorial Staff

With respect to variable annuities, the SEC and FINRA said they found evidence of potentially unsuitable sales to seniors at 34% of the 44 broker-dealers they examined.

Published June 25, 2015

The Bucket

By Editorial Staff

Brief or late-breaking items from T. Rowe Price, PIMCO Germany, Charles Schwab, AllianceBernstein, the Retirement Income Industry Association and Fidelity.

Published June 25, 2015

Swiss Re’s solution for the macro-economy: Infrastructure

By Editorial Staff Wed, Jun 24, 2015

The global reinsurer points out that support for asset prices doesn't produce real growth, and that an aging population doesn't bode well for growth, but that developing a liquid...

Published June 25, 2015

For those born from 1941-50, old age really is golden: NYT

By Editorial Staff Thu, Jun 18, 2015

Some of the 25 million people born between 1941 and 1950—'war babies' and early Boomers—find themselves in a sweet spot, enjoying DB pensions and DC savings, dual incomes, appreciated...

Published June 18, 2015

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Articles by Author: Editorial Staff

Participants still not focused on income: Cerulli

Financial Engines, Betterment will leverage new Social Security data

AXA’s UK pension fund uses longevity swap

Conversions of pensions to lump sum payments are banned

Northwestern Mutual offers dividend-paying QLAC

The Bucket

DOL proposal could “revamp” advisor business practices: Fitch

Offshore AUM to exceed US AUM by 2019: Cerulli

New whitepaper attacks DOL conflict-of-interest proposal

The Bucket

OneAmerica buys BMO’s U.S. retirement business

John Hancock and LPL in participant advice pact

Bank of International Settlements expresses doubts about low rates

The Bucket

Public comments on DOL are now available; hearing to start August 10

“MACS” are poised to lead an active-management comeback: Citi

SEC and FINRA publish study of sales to seniors at BDs

The Bucket

Swiss Re’s solution for the macro-economy: Infrastructure

For those born from 1941-50, old age really is golden: NYT

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