Editorial Staff, Author at Retirement Income Journal

Published July 24, 2014

Imagine if participants in doomed defined benefit plans could move their accrued benefits to a defined contribution plan. That seems to be what's happening in the UK as the...

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Published July 24, 2014

Brief or late-breaking items from Fidelity Investments, Security Benefit Life and Phoenix Companies.

Voya files for ‘structured’ variable annuity

By Editorial Staff Fri, Jul 18, 2014

ING Potential Plus offers four term periods (1, 3, 5 or 7 years) and three buffer options that absorb either the first 10%, 20% or 30% of market losses.

Global equity funds and ETFs are hot in 2014: TrimTabs

“Global equity funds have received almost seven times as much money as U.S. equity funds this year,” said David Santschi, CEO of TrimTabs. “Fund investors are as convinced...

A look at women and money, via Prudential

Even though they don’t feel prepared to make wise financial planning decisions, fewer women say they are seeking professional financial advice, according to Prudential Financial's study of women's attitudes...

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Brief or late-breaking items from Envestnet, Guardian Life, the Investment Company Institute and The American College.

Quote of the Week

"At some point you cross the line from reviving markets to becoming the bellows fanning the flames of the “Booming and Bubbling”... I believe we have crossed that line....

Skads of Data about Americans over 65

By Editorial Staff Wed, Jul 9, 2014

The June 2014 report on the elderly by the U.S. Census bureau is a must-have for anyone trying to map this market. It has dozens of useful charts and...

To raise retirement security, ban DC cash-outs: EBRI

Getting rid of cash-outs during job changes could mean that 38.3% more of the poorest Americans would have saved enough to replace 60% of their pre-retirement income (when combining...

How does an unshackled pension fund invest? Ask Sweden’s SPK

“We’ve invested in a Goldman Sachs fund, which includes credit, high yield and emerging market debt. It’s a broad mandate that we believe has the ability to make money...

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Nevin Adams to leave EBRI for as-yet undisclosed position. Also, brief or late-breaking items from Voya, Nationwide Funds and Securian.

Introducing the free ‘Social Security Maximizer’

By Editorial Staff Thu, Jul 3, 2014

To access the Maximizer, subscribers (after logging in to the RIJ website) should simply click on the Social Security Maximizer image in the right navigation channel of the RIJ...

Retirement assets total $23 trillion in 1Q2014: ICI

IRAs held $6.6 trillion in assets at the end of the first quarter of 2014, up from $6.5 trillion at the end of the fourth quarter of 2013. Forty-six...

Cerulli explains strange bond weather

Life insurers, holders of $2.6 trillion in long-term bonds, added about $52 billion in high-quality bonds to general account investment portfolios last year, Cerulli reported.

UK creates framework for DB/DC hybrid

It’s still not clear whether the hybrid approach—called “defined ambition” by UK Work & Pensions secretary Steve Webb—has widespread support or interest among employers or if it’s mainly a...

AIG to help officers accused of ‘fraud on the market’

The “fraud on the market” theory in class action litigation asserts that the price of shares traded in an “efficient market” reflects all available information, including alleged misrepresentations by...

Published June 26, 2014

Northwestern Mutual to sell Russell Investments

By Editorial Staff Thu, Jun 26, 2014

Russell oversees almost $260 billion in assets, primarily for large, institutional investors such as pension funds. The firm also maintains stock indices such as the Russell 2000. Russell mutual...

IRA rollovers in 2013 totaled $324 billion; $720 billion stayed behind

By Editorial Staff Wed, Jun 25, 2014

Besides providing quantitative rollover data, a new Cerulli Associates report provides qualitative survey data. One takeaway: People in their 50s don't think of themselves as 'pre-retirees.'

Published June 26, 2014

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