Editorial Staff, Author at Retirement Income Journal

Ken Mungan elected Milliman’s chairman of the board

By Editorial Staff Thu, Feb 19, 2015

In making the announcement, Milliman president, CEO, and interim chairman Steve White said, "Ken Mungan is an innovator and entrepreneur and has built a global consulting practice dedicated...

Published February 19, 2015

Coming next week: a new VA income option from MetLife

By Editorial Staff Fri, Feb 13, 2015

News about the new GLWB rider, called FlexChoice, is officially under wraps until next Tuesday.

Published February 13, 2015

Rollovers will reach $382bn in 2015: Cogent Reports

By Editorial Staff

The distributor firms best positioned to capture and retain these rollover assets are Vanguard, Charles Schwab and Fidelity Investments, the report said.

Published February 13, 2015

‘Problem drinking’ can hurt retirees’ health—and wealth

By Editorial Staff

Rates for alcohol-related hospitalizations among adults age 55+ were close to those for heart attacks in the 1990s, and number has greatly increased since then, according to an article...

Published February 13, 2015

Retirement savings items in proposed 2016 federal budget

By Editorial Staff

Though several of these proposals have been rejected or ignored by Congress in the past and may be ignored again, President Obama included a number of items in his...

Published February 13, 2015

Employees at biggest companies by far save the most

By Editorial Staff

”You’ve got 500 investment committees who are, essentially, dictating trends in retirement savings that can’t help but influence the rest of the market,” according to a release from Judy...

Published February 13, 2015

Pfau creates retirement ‘Dashboard’ and two indices

By Editorial Staff Thu, Feb 5, 2015

For advisors who love the convenience of dashboards and indices, Wade Pfau, Ph.D., who teaches retirement income planning at The American College, has created a trio.

Published February 5, 2015

The Principal adds ‘QLAC’ status to a DIA

By Editorial Staff

Under the new QLAC rules, individuals can use up to 25% of their pre-tax savings (but not more than $125,000) to purchase a DIA whose payout starts after age...

Published February 5, 2015

Retirement paychecks are popular; Annuities, not so much

By Editorial Staff

While 49% of respondents would be willing to commit a portion of their savings to a product that would provide them a monthly income, like an annuity, only 34%...

Published February 5, 2015

Twin bills could help small-plan formation

By Editorial Staff

In the Senate, the sponsors were Senators Susan Collins (R-ME) and Bill Nelson (D-FL). In the House, the sponsors were Representatives Vern Buchanan (R-FL) and Ron Kind (D-WI).

Published February 5, 2015

New report ponders leakage from 401(k) plans

By Editorial Staff Thu, Jan 29, 2015

The ERISA Advisory Council, reporting on testimony it heard last August, recommends the creation by the Dept of Labor of sample forms that will promote the transfer of 401(k)...

Published January 29, 2015

Annual 401(k) contributions to reach $500 billion by 2019: Cerulli

By Editorial Staff

"Our projections indicate that, by the end of the decade, total private DC assets will approach $6.5 trillion, the majority of which will be in 401(k) plans," said Jessica...

Published January 29, 2015

German DC plans may ‘go Dutch’

By Editorial Staff

With companies trying to molt their pension obligations, Germany is thinking about allowing whole industries to set up collecitvely-managed, Dutch-style defined contribution plans, but with guarantees backed by a...

Published January 29, 2015

New issue of The Journal of Retirement published

By Editorial Staff Wed, Jan 28, 2015

The Winter edition of the journal includes articles by experts previously cited or quoted in RIJ, including Anna Rappaport, Jodi Strakosch, Sylvester Schieber, and editor Sandy Mackenzie, plus several...

Published January 29, 2015

O’Brien retires; NAFA looks for new chief

By Editorial Staff Fri, Jan 23, 2015

A spokesman for the National Association of Fixed Annuities said it was coincidental that Kim O'Brien's retirement became effective the day that her letter requesting qualified longevity annuity status...

Published January 22, 2015

S&P Ratings to pay $77 million to settle SEC and state violations

By Editorial Staff Thu, Jan 22, 2015

Long after the financial crisis brought serious ethical lapses at ratings agencies to light, S&P Ratings evidently continued to violate SEC regulations.

Published January 22, 2015

End of forced annuitization creates product vacuum in UK

By Editorial Staff

While some in the U.S. try to put annuities into defined contribution plans, Britain is slowly adapting to the removal of forced annuitization from its DC rules.

Published January 22, 2015

Pershing to roll out enhanced DC platform for plan distributors

By Editorial Staff

Currently at about $6.6 trillion, DC assets are expected to increase by five to six percent per year through 2019, Pershing said. Rollover IRA assets are expected to exceed...

Published January 22, 2015

In one lifetime, median U.S. age will jump from 28 years to 42

By Editorial Staff

The American Academy of Actuaries cited that prediction in its appeal to the president and the Congress to focus on solutions to problems related to the greying of the...

Published January 22, 2015

MetLife sues FSOC over “SIFI” designation

By Editorial Staff Thu, Jan 15, 2015

MetLife has long argued that the SIFI restrictions are designed for banks, and not insurance companies, because their risks are fundamentally different from banks, and because insurers are already...

Published January 15, 2015

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Articles by Author: Editorial Staff

Ken Mungan elected Milliman’s chairman of the board

Coming next week: a new VA income option from MetLife

Rollovers will reach $382bn in 2015: Cogent Reports

‘Problem drinking’ can hurt retirees’ health—and wealth

Retirement savings items in proposed 2016 federal budget

Employees at biggest companies by far save the most

Pfau creates retirement ‘Dashboard’ and two indices

The Principal adds ‘QLAC’ status to a DIA

Retirement paychecks are popular; Annuities, not so much

Twin bills could help small-plan formation

New report ponders leakage from 401(k) plans

Annual 401(k) contributions to reach $500 billion by 2019: Cerulli

German DC plans may ‘go Dutch’

New issue of The Journal of Retirement published

O’Brien retires; NAFA looks for new chief

S&P Ratings to pay $77 million to settle SEC and state violations

End of forced annuitization creates product vacuum in UK

Pershing to roll out enhanced DC platform for plan distributors

In one lifetime, median U.S. age will jump from 28 years to 42

MetLife sues FSOC over “SIFI” designation

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