Editorial Staff, Author at Retirement Income Journal

Annuity CEOs receive disclosure demands from Sen. Warren

By Editorial Staff Thu, Apr 30, 2015

Breaking News: Elizabeth Warren, the Democratic senator from Massachusetts, has asked chief executives at 15 major annuity issuers to furnish her with details about the incentives they offer, if...

Published April 30, 2015

Spring 2015 issue of The Journal of Retirement appears

By Editorial Staff

This issue features articles relevant to retirement income mavens, including a piece on the way options can make a retirement more comfortable and one on the implications of offering...

Published April 30, 2015

DTCC enhancement will allow settlement of 1035 exchanges in one day

By Editorial Staff

The asset transfers that are known as 1035 exchanges, or replacements, allow investors to move funds from one life insurance, annuity or endowment to another, without triggering an immediate...

Published April 30, 2015

Allianz Life adds new managed risk options on VA

By Editorial Staff

Allianz’s AZL MVP DFA Multi-Strategy Fund and its RCM Dynamic Multi-Asset Plus VIT Portfolio are now available on contracts that either have no additional optional benefits or have the...

Published April 30, 2015

The Bucket

By Editorial Staff

Brief or late-breaking items from Hearts & Wallets LLC, TIAA-CREF, Allianz Life, and American Financial Group.

Published April 30, 2015

Question: Can the DOL regulate advice on IRAs?

By Editorial Staff Thu, Apr 23, 2015

Last week, after almost five years of deliberation, the Department of Labor asserted its right to police the financial advice that individual IRA owners are given. What gives the...

Published April 23, 2015

Wealth protects health—but not permanently: EBRI

By Editorial Staff

Among Americans who died at or above age 85, 20.6% had no non-housing assets, according to the Employee Benefits Research Institute. Among single people who died at those ages,...

Published April 23, 2015

Grasshoppers know they should act more like ants

By Editorial Staff

Two-thirds of American adults consider themselves “savers,” but 54% have no net savings, according to a new survey sponsored by Northwest Mutual.

Published April 23, 2015

BlackRock fined $12 million for fund manager conflict of interest

By Editorial Staff

One of the firm's top portfolio managers had a $50 million interest in one of his funds’ largest holdings, the Securities and Exchange Administration said, in announcing its settlement...

Published April 23, 2015

Video: Elizabeth Warren at the National Press Club

By Editorial Staff

Sen. Warren spoke in favor of greater financial regulation at the annual Hyman Minsky Conference, sponsored by the Levy Economics Institute and held this year at the National Press...

Published April 23, 2015

AXA’s have-your-cake-and-eat-it-too approach to RMDs

By Editorial Staff Fri, Apr 17, 2015

AXA has developed RMD Wealth Guard, a guaranteed minimum death benefit designed to boost sales of its Retirement Cornerstone variable annuity among retirees who want to protect a chunk...

Published April 17, 2015

What time is it? Time for you to build an app for the Apple Watch

By Editorial Staff

E*Trade has introduced an app for the Apple Watch, due out next week.

Published April 17, 2015

Public pensions aren’t falling behind in mortality expectations: CRR

By Editorial Staff

A study by the Center for Retirement Research at Boston College shows that if public pension plans used the private sector mortality tables, they would have to increase their...

Published April 17, 2015

Quantitative easing in Europe entices equity investors: TrimTabs

By Editorial Staff

“U.S. investors continue to follow the printing presses into European and Japanese equities,” said David Santschi, TrimTabs CEO.

Published April 17, 2015

IRS relaxes penalty that discouraged auto-enrollment

By Editorial Staff Thu, Apr 9, 2015

A penalty on plan sponsors for failing to make scheduled deferrals to auto-enrolled plan participants was identified as a barrier to adoption of auto-enrollment into retirement plans, so the...

Published April 9, 2015

Towers Watson CEO extols ‘bridge’ strategy

By Editorial Staff

People who retire at age 62 should spend personal savings for eight years and claim Social Security at age 70, rather than claim SS at age 62. So says...

Published April 9, 2015

Britain invaded! By robo-advice!

By Editorial Staff

'The low-margin business of fund distribution is being standardized, innovative digital propositions are flourishing, and layers of distribution are being removed' in the U.K., according to a new report...

Published April 9, 2015

The Bucket

By Editorial Staff

Brief or late-breaking items from New York Life, Northwestern Mutual, Vanguard, AIG and Primerica.

Published April 9, 2015

Secrets of Tax-Efficient Drawdown

By Editorial Staff Wed, Apr 8, 2015

In a regular new feature on the latest retirement-related research, we look at a variety of recent articles, including one that might just change the way you think about...

Published April 9, 2015

What is the Indexed Annuity Leadership Council?

By Editorial Staff Thu, Apr 2, 2015

The IALC is a three-year-old advocacy group representing fixed indexed annuity manufacturers, with former North Dakota insurance commissioner Jim Poolman as executive director.

Published April 2, 2015

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Articles by Author: Editorial Staff

Annuity CEOs receive disclosure demands from Sen. Warren

Spring 2015 issue of The Journal of Retirement appears

DTCC enhancement will allow settlement of 1035 exchanges in one day

Allianz Life adds new managed risk options on VA

The Bucket

Question: Can the DOL regulate advice on IRAs?

Wealth protects health—but not permanently: EBRI

Grasshoppers know they should act more like ants

BlackRock fined $12 million for fund manager conflict of interest

Video: Elizabeth Warren at the National Press Club

AXA’s have-your-cake-and-eat-it-too approach to RMDs

What time is it? Time for you to build an app for the Apple Watch

Public pensions aren’t falling behind in mortality expectations: CRR

Quantitative easing in Europe entices equity investors: TrimTabs

IRS relaxes penalty that discouraged auto-enrollment

Towers Watson CEO extols ‘bridge’ strategy

Britain invaded! By robo-advice!

The Bucket

Secrets of Tax-Efficient Drawdown

What is the Indexed Annuity Leadership Council?

Data Connection