Editorial Staff, Author at Retirement Income Journal

American Funds, Vanguard popular among DC asset managers

By Editorial Staff Thu, Nov 6, 2014

A new Cogent Report evaluates the competitive positions of 47 leading DC investment managers on a variety of metrics, including identifying those that plan sponsor advisors have recently started...

Published November 6, 2014

Symetra adds enhanced death benefit to Edge Pro FIA

By Editorial Staff

The new rider is “designed to provide beneficiaries with a potentially larger death benefit than they would otherwise receive from an annuity contract,” said a Symetra release.

Published November 6, 2014

Life insurers grasp for yield, with mixed success: Conning

By Editorial Staff

A new Conning study, “Life Insurance Industry Investments: Added Risk in 2013,” analyzes life industry investments for the period 2009-2013.

Published November 6, 2014

MassMutual settles part of excessive fee lawsuit for $9.5 million

By Editorial Staff Tue, Nov 4, 2014

MassMutual has settled its lawsuit with Goldenstar retirement plan participants, which accused the retirement plan provider of violating its fiduciary responsibilities when it received revenue-sharing payments from asset managers...

Published November 6, 2014

“Neuromarketing” research can improve participant communications

By Editorial Staff Sun, Nov 2, 2014

“Rather than warn how important saving for a pension is, we should emphasize how people who save can enjoy their pension later on," said Joyce Vonken, a marketing intelligence...

Published November 6, 2014

Fall Issue of The Journal of Retirement Appears

By Editorial Staff Wed, Oct 29, 2014

Here's a list of the eight articles in the current issue, along with abstracts of their content. The featured authors include Moshe Milevsky of York University and CANNEX, David...

Published October 30, 2014

All skewed up: Most IRA owners hold extreme asset allocations

By Editorial Staff

IRA owners with the largest account balances had the lowest exposure to equities (in equity funds and balanced funds) in 2012, according to a study by the Employee Benefit...

Published October 30, 2014

A 23.8-year average retirement for female DB pensioners: SoA

By Editorial Staff

Among males age 65, overall longevity rose 2.0 years from age 84.6 in 2000 to age 86.6 in 2014. For women age 65, overall longevity rose 2.4 years from...

Published October 30, 2014

LIMRA links undersaving by Boomers to spending on family cellphone plans

By Editorial Staff

“Parents of Millennials, even those over the age of 22, are providing considerable support to their children at a time in their lives when saving from retirement should be...

Published October 30, 2014

The Bucket

By Editorial Staff

Brief or late-breaking items from Retirement Clearinghouse, Allianz Life, Prudential Financial and Symetra.

Published October 30, 2014

UK keeps pressing for lower retirement plan fees

By Editorial Staff Fri, Oct 24, 2014

“Gone are the days when a government will allow a government-approved product to charge 1.5% for 10 years,” said Steve Webb, member of parliament, at the UK National Association...

Published October 24, 2014

The Bucket

By Editorial Staff

Brief or late-breaking items from Sutherland, Asbill & Brennan LLP, Prudential, Fidelity, Envestnet, U.S. Bancorp and Athene.

Published October 24, 2014

Voya CEO to run firm’s Retirement Solutions group

By Editorial Staff Thu, Oct 16, 2014

"We believe we can achieve our 2016 Ongoing Business operating ROE target of 12-13%, as well as our Ongoing Business operating ROC target of 10-11%," Rodney O. Martin Jr....

Published October 16, 2014

New York Life’s DIA surpasses total premiums of $2 billion

By Editorial Staff

The current payout rate for a 60 year old male who defers for 10 years is about 12%, so that a $100,000 premium would provide a 60 year old...

Published October 16, 2014

A one-person defined benefit plan? Who knew?

By Editorial Staff

Personal DB plans are a potential alternative for physicians, sole practitioners, small businesses and small companies with only a few employees, according to the CEO of a company in...

Published October 16, 2014

Wells Fargo to distribute Allianz Life’s ‘Essential Income 7’ FIA

By Editorial Staff

"Essential Income 7 can earn indexed interest through the S&P 500 and Barclays US Dynamic Balance Index allocations. Indexed interest is credited by an annual point-to-point with a cap...

Published October 16, 2014

MassMutual relaunches small company 401(k) package

By Editorial Staff

Aviator was initially available through The Hartford’s Retirement Service Group before MassMutual purchased it in 2013, Aviator is being reintroduced with several enhancements, including a new line up...

Published October 16, 2014

Guaranteed Lifetime Income Appeal Index created

By Editorial Staff Thu, Oct 9, 2014

At present, according to a new survey by CANNEX and Mathew Greenwald & Associates, only 16% of consumers score highly on the GLI Appeal Index, which measures the likelihood...

Published October 9, 2014

Chinese insurer buys Waldorf-Astoria

By Editorial Staff

The buyer is Anbang Insurance. The seller, Hilton Worldwide Holdings, will continue to operate the iconic art deco hotel, which adjoins a 47-story office tower.

Published October 9, 2014

Does end-of-life family care ‘crowd out’ annuities?

By Editorial Staff

In their study, “Annuitized Wealth and Post-Retirement Savings,” John Laitner and Dmitriy Stolyarov of the University of Michigan and Daniel Silverman of Arizona State call these late-life inter-family transfers...

Published October 9, 2014

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Articles by Author: Editorial Staff

American Funds, Vanguard popular among DC asset managers

Symetra adds enhanced death benefit to Edge Pro FIA

Life insurers grasp for yield, with mixed success: Conning

MassMutual settles part of excessive fee lawsuit for $9.5 million

“Neuromarketing” research can improve participant communications

Fall Issue of The Journal of Retirement Appears

All skewed up: Most IRA owners hold extreme asset allocations

A 23.8-year average retirement for female DB pensioners: SoA

LIMRA links undersaving by Boomers to spending on family cellphone plans

The Bucket

UK keeps pressing for lower retirement plan fees

The Bucket

Voya CEO to run firm’s Retirement Solutions group

New York Life’s DIA surpasses total premiums of $2 billion

A one-person defined benefit plan? Who knew?

Wells Fargo to distribute Allianz Life’s ‘Essential Income 7’ FIA

MassMutual relaunches small company 401(k) package

Guaranteed Lifetime Income Appeal Index created

Chinese insurer buys Waldorf-Astoria

Does end-of-life family care ‘crowd out’ annuities?

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