Editorial Staff, Author at Retirement Income Journal

One source of rising inequality: Power couples

By Editorial Staff Thu, May 8, 2014

Some researchers believe that the rise of professional couples with two high-powered salaries as a result of 'positive assortative matching" has helped fuel the wealth-concentration that pundits so often...

Published May 8, 2014

Rollover IRA contributions reached $321.3 billion in 2012: Cerulli

By Editorial Staff

In a new report, Cerulli examines the size and segmentation of public and private U.S. retirement markets, including defined benefit (DB), DC, and IRA. The report is the eleventh...

Published May 8, 2014

Initial funding granted for Connecticut’s public IRA plan

By Editorial Staff

'The Board, chaired by the State Treasurer and State Comptroller, is expected to report back to the General Assembly their findings and a plan for implementation by 2016,' said...

Published May 8, 2014

Detroit municipal retirees to take 4.5% pension cut

By Editorial Staff

Retirees were also promised a “meaningful voice” in governance of the planned General Retirement System and of a Voluntary Employees Beneficiary Association (VEBA) that is to be established.

Published May 8, 2014

The “income message” isn’t getting through: EBRI/MetLife survey

By Editorial Staff

In a survey, the provision of income projections to 401(k) participants was not enough of a "nudge" to motivate many workers to contribute more to their accounts--perhaps because many...

Published May 8, 2014

The Bucket

By Editorial Staff

Brief or late-breaking items from Prudential Financial, Jefferson National, and T. Rowe Price.

Published May 8, 2014

Correction

By Editorial Staff Thu, May 1, 2014

Our story two weeks ago about Nationwide's New Heights fixed indexed annuity contained an error in the explanation of the crediting method.

Published May 1, 2014

In 2013, Jackson National Broke Sales Records; VA Industry Broke Even

By Editorial Staff Wed, Apr 30, 2014

Lincoln, SunAmerica, and Aegon notched 36.9%, 39.3%, and 59.3% sales gains in 2013, respectively, according to Morningstar's quarterly Variable Annuity Sales and Assets Survey. Prudential and MetLife ended...

Published May 1, 2014

Prudential adds an accumulation VA

By Editorial Staff

The new Premier Investment VA contract will be offered in B-shares and no-surrender-period C shares, with insurance charges of 110 and 135 basis points, respectively. Contract owners can choose...

Published May 1, 2014

New issue of The Journal of Retirement appears

By Editorial Staff

The Journal of Retirement, the year-old academic quarterly produced by Institutional Investor Journals, underwritten by Bank of America Merrill Lynch and edited by George A. (Sandy) Mackenzie, announced the...

Published May 1, 2014

New York Life paid out more than $1 billion to SPIA owners in 2013

By Editorial Staff

The average monthly payout was $682, or about half the average monthly Social Security benefit of $1,294, the company said in a release.

Published May 1, 2014

Quote of the Week

By Editorial Staff

"When the rate of return on capital significantly exceeds the growth rate of the economy (as it did through much of history until the 19th century and as is...

Published May 1, 2014

AIG and nine IMOs launch income-oriented FIA

By Editorial Staff Fri, Apr 25, 2014

The "Power Select Plus Income" fixed indexed annuity's income rider allows contract owners to receive roll-up credits even if they take withdrawals during the deferral period. The initiative is...

Published April 25, 2014

Symetra doubles its YOY sales of deferred and immediate annuities in 1Q2014

By Editorial Staff

Higher interest rates and wider distribution of Symetra Financial's annuity products through banks and broker-dealers helped improve sales of fixed index and traditional fixed annuities, the company said in...

Published April 25, 2014

Only 6% of DC plan participants contribute the max: GAO

By Editorial Staff

An update of a GAO report shows that few retirement plan participants defer as much salary as they can, and that higher limits on contributions in recent years have...

Published April 25, 2014

Growth of Fidelity’s ETF partnership with BlackRock described

By Editorial Staff

The BlackRock Diversified Income Portfolio is an ETF managed account that will be available to all eligible retail investors through Fidelity’s managed accounts service beginning May 1.

Published April 25, 2014

Vanguard answers RIJ questions about HFT

By Editorial Staff Thu, Apr 17, 2014

For answers to our questions about the impact of high-frequency trading, we turned to Vanguard. The no-load index fund specialist seems to think HTF does more good than harm....

Published April 17, 2014

New index gauges retiree health costs as percent of SS benefits

By Editorial Staff

“Many Americans believe that Medicare will cover most or all of their health care costs in retirement. This is simply untrue,” said Ron Mastrogiovanni, founder and CEO of HealthView...

Published April 17, 2014

Morningstar publishes March fund flows

By Editorial Staff

Excluding the transfer of Fidelity's mutual fund assets to collective investment trusts, PIMCO was the only fund provider among the top 10 to see net outflows in the first...

Published April 17, 2014

TIAA-CREF buys Nuveen Investments

By Editorial Staff

Nuveen will operate as a separate subsidiary within TIAA-CREF’s Asset Management business. The transaction gives TIAA-CREF two mutual fund complexes with aggregate AUM of $181 billion.

Published April 17, 2014

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Articles by Author: Editorial Staff

One source of rising inequality: Power couples

Rollover IRA contributions reached $321.3 billion in 2012: Cerulli

Initial funding granted for Connecticut’s public IRA plan

Detroit municipal retirees to take 4.5% pension cut

The “income message” isn’t getting through: EBRI/MetLife survey

The Bucket

Correction

In 2013, Jackson National Broke Sales Records; VA Industry Broke Even

Prudential adds an accumulation VA

New issue of The Journal of Retirement appears

New York Life paid out more than $1 billion to SPIA owners in 2013

Quote of the Week

AIG and nine IMOs launch income-oriented FIA

Symetra doubles its YOY sales of deferred and immediate annuities in 1Q2014

Only 6% of DC plan participants contribute the max: GAO

Growth of Fidelity’s ETF partnership with BlackRock described

Vanguard answers RIJ questions about HFT

New index gauges retiree health costs as percent of SS benefits

Morningstar publishes March fund flows

TIAA-CREF buys Nuveen Investments

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