Editorial Staff, Author at Retirement Income Journal

Value of U.S. pension and retirement accounts exceeds $21 trillion

By Editorial Staff Fri, Mar 27, 2015

The total assets held in employer-sponsored retirement plans were $11.3 trillion at the end of 2014, an increase of 11.5% percent from the $10.1 trillion one year earlier, according...

Published March 27, 2015

Ameriprise and Bank of New York Mellon settle ERISA suits

By Editorial Staff

Ameriprise Financial will pay $27.5 million to settle charges that its own 401(k) plan investment options were too expensive and Bank of New York Mellon will pay $84 million...

Published March 27, 2015

How much should your clients start saving now? EBRI knows

By Editorial Staff

The traditional 'replacement rate' method of gauging retirement savings adequacy ignores the risk of outliving one’s savings, post-retirement investment risk, and nursing home costs, according to the Employee Benefits...

Published March 27, 2015

New York City comptroller calls for statewide “fiduciary disclosure”

By Editorial Staff

“Billions of dollars in savings are lost each year because of hidden fees and conflicted financial advice,” Scott Stringer said, borrowing a theme from the Obama administration, which has...

Published March 27, 2015

Quote of the Week

By Editorial Staff

“You go to the doctor to make you feel better. But a doctor doesn’t have to make someone else sick in order to make you feel better.” Gus Sauter,...

Published March 27, 2015

New York Life’s new fixed deferred annuity has a GLWB

By Editorial Staff Thu, Mar 19, 2015

The Clear Income Fixed Annuity's lifetime withdrawal rider provides longevity risk protection income with more liquidity than a deferred income annuity, and is designed to compete well against...

Published March 19, 2015

Senate hearing on retirement

By Editorial Staff

A link on the next page will send you to a video of the March 12 hearing of the Senate Special Committee on Aging. Alicia Munnell of the Center...

Published March 19, 2015

As UK’s annuity mandate ends, NEST weighs alternatives

By Editorial Staff

The National Employment Savings Trust (NEST), Britain's public workplace retirement plan option, believes that despite the end of forced annuitization, middle-class retirees will still need a default mechanism for...

Published March 19, 2015

Many rich people are DIY investors: Cerulli

By Editorial Staff

Many high-net-worth investors use direct accounts to test their own investment ideas, provide liquidity, and even to shelter assets from their primary advisors,” the Boston-based research firm found.

Published March 19, 2015

The Bucket

By Editorial Staff

Brief or late-breaking items from MassMutual, the Investment Company Institute, 'Enrich Life Over 50,' and the German pension market.

Published March 19, 2015

Daniel Kahneman on Intuition, Etc.

By Editorial Staff Thu, Mar 12, 2015

In this continuation of our video of Daniel Kahneman at the Investment Management Consultants Association conference in New York last month, the Nobel Prize winner explains why expertise is...

Published March 12, 2015

Schwab goes robo

By Editorial Staff

What yesterday was called “robo-advice,” and which today some are calling the “digital advisory channel,” seems to have passed a tipping point.

Published March 12, 2015

Symetra launches two new fixed indexed annuities

By Editorial Staff

Available in both annuities is the JPMorgan ETF Efficiente 5 Index, which generates returns by utilizing an array of exchange-traded funds and a cash index.

Published March 12, 2015

Cerulli: 30% of U.S. HNW investors identify as ‘self-directed’

By Editorial Staff

More than half of high-net-worth investors have direct or online trading account balances between $500,000 and $1 million, according to the Boston-based research organization.

Published March 12, 2015

Jackson National Life income up 17% in 2014, a record

By Editorial Staff

Jackson, a wholly owned subsidiary of Britain-based Prudential Plc, recorded sales and deposits of $28.3 billion in 2014, up 3% over 2013.

Published March 12, 2015

The Bucket

By Editorial Staff

Brief or late-breaking items from ASPPA, Financial Engines, Prudential and Transamerica.

Published March 12, 2015

Pension buy-out sales more than double in 2014

By Editorial Staff Thu, Mar 5, 2015

In fourth quarter 2014 Bristol-Meyers Squibb and Motorola each transferred their group pension obligations to Prudential. The sales from these two deals represented more than half of the $8.5...

Published March 5, 2015

New living benefit rider from W&S has 7% (simple) 10-year roll-up

By Editorial Staff

The rider has an aggressive roll-up that’s paid for with a substantial rider charge and the issuer’s right to raise the charge to 2% a year.

Published March 5, 2015

Explained: The fall and rise in the average retirement age since 1880

By Editorial Staff Tue, Mar 3, 2015

In a paper entitled "The Average Retirement Age - An Update," the director of the Center for Retirement Research at Boston College describes the factors that drove earlier retirement...

Published March 5, 2015

With acquisition, Envestnet arms itself against robo-advice threat

By Editorial Staff

“Upside helps financial advisors compete against other digital advisors, or ‘robo advisors,’ by leveraging technology and algorithms to advise, manage, and serve clients,” an Envestnet release said.

Published March 5, 2015

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Articles by Author: Editorial Staff

Value of U.S. pension and retirement accounts exceeds $21 trillion

Ameriprise and Bank of New York Mellon settle ERISA suits

How much should your clients start saving now? EBRI knows

New York City comptroller calls for statewide “fiduciary disclosure”

Quote of the Week

New York Life’s new fixed deferred annuity has a GLWB

Senate hearing on retirement

As UK’s annuity mandate ends, NEST weighs alternatives

Many rich people are DIY investors: Cerulli

The Bucket

Daniel Kahneman on Intuition, Etc.

Schwab goes robo

Symetra launches two new fixed indexed annuities

Cerulli: 30% of U.S. HNW investors identify as ‘self-directed’

Jackson National Life income up 17% in 2014, a record

The Bucket

Pension buy-out sales more than double in 2014

New living benefit rider from W&S has 7% (simple) 10-year roll-up

Explained: The fall and rise in the average retirement age since 1880

With acquisition, Envestnet arms itself against robo-advice threat

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